Bowman Consulting
BWMN
72 hedge funds and large institutions have $194M invested in Bowman Consulting in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 13 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 25
1.31% more ownership
Funds ownership: 46.12% → 47.42% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 77 → 72 (-5)
7% less capital invested
Capital invested by funds: $208M → $194M (-$14.3M)
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.5M |
| 2 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$3.29M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
+$2.81M |
| 4 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
+$2.35M |
| 5 |
OFP
OLIO Financial Planning
Mclean,
Virginia
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$2.7M |
| 2 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$2.17M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
-$1.93M |
| 4 |
Renaissance Technologies
New York
|
-$1.84M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Goldman Sachs
New York
| – | -$367K | -11,502 | Closed |
|
|
BRWA
77
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$283K | -8,883 | Closed |
|
|
FMWA
78
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| – | -$282K | -8,850 | Closed |
|
|
ECM
79
ExodusPoint Capital Management
New York
| – | -$209K | -6,552 | Closed |
|
|
HIM
80
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$77.2K | -2,420 | Closed |
|
|
SO
81
STRS Ohio
Columbus,
Ohio
| – | -$66K | -2,100 | Closed |
|
82
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$17.4K | -546 | Closed |
|
|
ACM
83
Aquatic Capital Management
Chicago,
Illinois
| – | -$3K | -100 | Closed |
|
|
TAM
84
Tucker Asset Management
Littleton,
Colorado
| – | -$2.33K | -73 | Closed |
|
|
C
85
Covestor
London,
United Kingdom
| – | +$30 | +1 | New |
|
BWMN Hedge Fund Activity: Q3 2023 in Review
72 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Bowman Consulting (BWMN) for Q3 2023, worth a combined $194M — down 6.8% from $208M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of BWMN and 8 opened new positions — a net loss of 5 holders — while 25 trimmed existing stakes and 28 added.
The largest buyer was Fidelity Investments, adding an estimated $13.5M. The largest seller was Acadian Asset Management, cutting an estimated $2.7M.
- 72 institutional investors held Bowman Consulting (BWMN) as of Q3 2023, down from 77 in Q2 2023.
- Funds reported $194M of Bowman Consulting stock for Q3 2023, down 6.8% quarter-over-quarter.
- 8 funds opened new Bowman Consulting positions in Q3 2023 and 13 closed out, a net change of -5 holders.
- The largest Bowman Consulting buyer in Q3 2023 was Fidelity Investments, an estimated $13.5M added.
- The largest Bowman Consulting seller in Q3 2023 was Acadian Asset Management, an estimated $2.7M sold.
Based on aggregated 13F filings for Q3 2023.