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Booz Allen Hamilton

524 hedge funds and large institutions have $9.86B invested in Booz Allen Hamilton in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 187 increasing their positions, 187 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $35.3M | Put options by funds: $28.1M

14% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 74

1% more funds holding

Funds holding: 520524 (+4)

0% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 187

2.03% less ownership

Funds ownership: 91.07%89.03% (-2%)

10% less capital invested

Capital invested by funds: $11B → $9.86B (-$1.09B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
524
Holders Change
+4
Holders Change %
+0.77%
% of All Funds
9.2%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
84
Increased
187
Reduced
187
Closed
74
Calls
$35.3M
Puts
$28.1M
Net Calls
+$7.23M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
351
Argent Trust Co
Tennessee
$456K +$177K +2,111 +59%
FDCDDQ
352
Federation des caisses Desjardins du Quebec
Quebec, Canada
$451K +$23.4K +279 +5%
VAS
353
Vestmark Advisory Solutions
Massachusetts
$448K -$17.1K -204 -4%
JCIA
354
Jackson Creek Investment Advisors
Colorado
$413K -$556K -6,630 -56%
BEI
355
Benjamin Edwards Inc
Missouri
$409K -$63.3K -754 -13%
EM
356
ELCO Management
New York
$403K
Schroder Investment Management Group
357
Schroder Investment Management Group
United Kingdom
$403K +$420K +5,010 New
IB
358
Intrust Bank
Kansas
$402K -$1.68K -20 -0.4%
ST
359
Somerset Trust
Pennsylvania
$393K +$11.1K +132 +3%
RCA
360
Resonant Capital Advisors
Wisconsin
$390K +$145K +1,731 +56%
RJT
361
Raymond James Trust
Florida
$389K -$923 -11 -0.2%
WF
362
Welch & Forbes
Massachusetts
$387K
HIMCH
363
Hartford Investment Management Co (HIMCO)
Connecticut
$386K +$403K +4,797 New
IRF
364
IBM Retirement Fund
New York
$370K -$35.3K -421 -8%
BDF
365
Balasa Dinverno & Foltz
$369K -$8.81K -105 -2%
SWM
366
Strategic Wealth Management
Washington
$363K +$378K +4,507 New
OAM
367
Optimal Asset Management
California
$363K +$378K +4,509 New
EIP
368
Epoch Investment Partners
New York
$362K
Cetera Investment Advisers
369
Cetera Investment Advisers
Illinois
$351K -$232K -2,770 -39%
PAS
370
Park Avenue Securities
New York
$350K -$316K -3,765 -46%
AA
371
ALPS Advisors
Colorado
$344K +$96.1K +1,145 +37%
PA
372
Procyon Advisors
Connecticut
$340K +$97.9K +1,166 +38%
KAS
373
Kestra Advisory Services
Texas
$339K +$354K +4,213 New
FA
374
FDx Advisors
Illinois
$338K -$5.54K -66 -2%
LAM
375
L2 Asset Management
Massachusetts
$336K +$350K +4,170 New