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Booz Allen Hamilton

633 hedge funds and large institutions have $15.9B invested in Booz Allen Hamilton in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 189 increasing their positions, 276 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $9.73M

21% more capital invested

Capital invested by funds: $13.2B → $15.9B (+$2.75B)

14% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 77

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3.79% more ownership

Funds ownership: 91.67%95.46% (+3.8%)

0% more funds holding

Funds holding: 630633 (+3)

32% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 276

Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
88
Increased
189
Reduced
276
Closed
77
Calls
$33.4M
Puts
$9.73M
Net Calls
+$23.7M
Net Calls Change
+$25.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
326
Guggenheim Capital
Illinois
$878K +$211K +1,694 +33%
TPM
327
Triasima Portfolio Management
Quebec, Canada
$857K +$500K +4,010 +149%
MOS
328
MGO One Seven
Ohio
$837K -$94.1K -755 -10%
E3F
329
Eight 31 Financial
Texas
$822K +$801K +6,428 New
PGFC
330
Peapack-Gladstone Financial Corp
New Jersey
$816K -$14.8K -119 -2%
MCM
331
MAI Capital Management
Ohio
$814K -$28.7K -230 -3%
NS
332
NBC Securities
Alabama
$804K +$16.5K +132 +2%
A
333
AlphaQuest
New York
$795K +$775K +6,218 New
TPWM
334
Twelve Points Wealth Management
Massachusetts
$795K +$21.1K +169 +3%
Mackenzie Financial
335
Mackenzie Financial
Ontario, Canada
$788K -$1.12K -9 -0.1%
WF
336
WoodTrust Financial
Wisconsin
$787K
RCA
337
Resonant Capital Advisors
Wisconsin
$784K -$181K -1,448 -19%
Manulife (Manufacturers Life Insurance)
338
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$772K -$28.2K -226 -4%
Creative Planning
339
Creative Planning
Kansas
$771K +$263K +2,110 +54%
Teacher Retirement System of Texas
340
Teacher Retirement System of Texas
Texas
$771K -$950K -7,617 -56%
PFA
341
Petra Financial Advisors
Colorado
$757K -$139K -1,116 -16%
Members Trust
342
Members Trust
Florida
$750K
SSA
343
Schonfeld Strategic Advisors
New York
$744K +$725K +5,815 New
OPERF
344
Oregon Public Employees Retirement Fund
Oregon
$742K +$723K +5,800 New
RJT
345
Raymond James Trust
Florida
$737K +$6.23K +50 +0.9%
SCI
346
S&CO Inc
Massachusetts
$736K
Mercer Global Advisors
347
Mercer Global Advisors
Colorado
$725K +$265K +2,129 +60%
ASN
348
Advisory Services Network
Georgia
$714K -$19.7K -158 -3%
LNC
349
Lincoln National Corp
Pennsylvania
$700K +$26.8K +215 +4%
AWS
350
Atria Wealth Solutions
New York
$699K -$41.8K -335 -6%