Bowman Consulting
BWMN
78 hedge funds and large institutions have $253M invested in Bowman Consulting in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
30% more capital invested
Capital invested by funds: $194M → $253M (+$59.1M)
20% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 25
8% more funds holding
Funds holding: 72 → 78 (+6)
1.23% more ownership
Funds ownership: 47.42% → 48.65% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.64M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$2.42M |
| 3 |
Polen Capital Management
Boca Raton,
Florida
|
+$1.69M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$1.64M |
| 5 |
Morgan Stanley
New York
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$7.4M |
| 2 |
OFP
OLIO Financial Planning
Mclean,
Virginia
|
-$1.52M |
| 3 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
-$1.4M |
| 4 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$973K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$693K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1.07K | +$895 | +30 | New |
|
|
EC
77
EntryPoint Capital
New York
| $249 | +$209 | +7 | New |
|
|
NA
78
NewEdge Advisors
New Orleans,
Louisiana
| $36 | – | – | – |
|
|
AAS
79
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$693K | -25,000 | Closed |
|
|
QC
80
Quadrature Capital
London,
United Kingdom
| – | -$570K | -20,225 | Closed |
|
81
Acadian Asset Management
Boston,
Massachusetts
| – | -$437K | -15,617 | Closed |
|
|
KAS
82
Kestra Advisory Services
Austin,
Texas
| – | -$208K | -7,410 | Closed |
|
|
DWA
83
Dorsey Wright & Associates
Pasadena,
California
| – | -$25.2K | -899 | Closed |
|
|
C
84
Covestor
London,
United Kingdom
| – | -$30 | -1 | Closed |
|
BWMN Hedge Fund Activity: Q4 2023 in Review
78 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bowman Consulting (BWMN) for Q4 2023, worth a combined $253M — up 30% from $194M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BWMN positions and 6 closed out — a net gain of 6 holders — while 30 added to existing stakes and 25 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $7.64M. The largest seller was Polar Asset Management Partners, cutting an estimated $7.4M.
- 78 institutional investors held Bowman Consulting (BWMN) as of Q4 2023, up from 72 in Q3 2023.
- Funds reported $253M of Bowman Consulting stock for Q4 2023, up 30% quarter-over-quarter.
- 12 funds opened new Bowman Consulting positions in Q4 2023 and 6 closed out, a net change of +6 holders.
- The largest Bowman Consulting buyer in Q4 2023 was Fidelity Investments, an estimated $7.64M added.
- The largest Bowman Consulting seller in Q4 2023 was Polar Asset Management Partners, an estimated $7.4M sold.
Based on aggregated 13F filings for Q4 2023.