We are live on ! Find out more
BAH icon

Booz Allen Hamilton

634 hedge funds and large institutions have $12.5B invested in Booz Allen Hamilton in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 219 increasing their positions, 219 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 47

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

12% more funds holding

Funds holding: 568634 (+66)

11% more capital invested

Capital invested by funds: $11.3B → $12.5B (+$1.21B)

0% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 219

0.4% less ownership

Funds ownership: 92.51%92.11% (-0.4%)

9% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $11.8M

Holders
634
Holders Change
+66
Holders Change %
+11.62%
% of All Funds
10.19%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
128
Increased
219
Reduced
219
Closed
47
Calls
$10.7M
Puts
$11.8M
Net Calls
-$1.05M
Net Calls Change
-$7.39M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
326
Kestra Advisory Services
Texas
$962K +$530K +5,102 +124%
UIM
327
USS Investment Management
United Kingdom
$941K -$4.93M -47,400 -84%
VAS
328
Vestmark Advisory Solutions
Massachusetts
$919K +$152K +1,467 +20%
BF
329
BOK Financial
Oklahoma
$911K -$17.6K -169 -2%
PP
330
PDT Partners
New York
$910K +$905K +8,709 New
KWM
331
Kingsview Wealth Management
Oregon
$847K -$544K -5,230 -39%
TFA
332
Toth Financial Advisory
Virginia
$841K +$543K +5,220 +184%
MIM
333
MetLife Investment Management
New Jersey
$829K -$21.7K -209 -3%
MCM
334
MAI Capital Management
Ohio
$829K +$356K +3,426 +76%
RWA
335
Redhawk Wealth Advisors
Minnesota
$828K +$824K +7,923 New
MOS
336
MGO One Seven
Ohio
$823K -$172K -1,650 -17%
SLI
337
Sumitomo Life Insurance
Japan
$817K -$13.6K -131 -2%
DTL
338
Dynamic Technology Lab
Singapore
$816K +$811K +7,804 New
P
339
Pitcairn
Pennsylvania
$815K +$810K +7,797 New
BMSSC
340
B. Metzler seel. Sohn & Co
Germany
$815K +$219K +2,104 +37%
PFS
341
Prospera Financial Services
Texas
$811K +$325K +3,127 +68%
LOAMS
342
Lombard Odier Asset Management (Switzerland)
Switzerland
$800K +$145K +1,395 +22%
TBA
343
Tower Bridge Advisors
Pennsylvania
$773K +$769K +7,400 New
PFA
344
Petra Financial Advisors
Colorado
$772K +$768K +7,387 New
LTAS
345
Linden Thomas Advisory Services
North Carolina
$765K +$761K +7,321 New
Daiwa Securities Group
346
Daiwa Securities Group
Japan
$762K +$31.2K +300 +4%
RCA
347
Resonant Capital Advisors
Wisconsin
$759K +$16.7K +161 +2%
V
348
ViaWealth
Kansas
$755K +$811K +7,806 New
FA
349
FDx Advisors
Illinois
$745K -$70K -673 -9%
Impax Asset Management Group
350
Impax Asset Management Group
United Kingdom
$734K -$19.4K -187 -3%