We are live on ! Find out more
BAH icon

Booz Allen Hamilton

513 hedge funds and large institutions have $10.3B invested in Booz Allen Hamilton in 2021 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 189 increasing their positions, 162 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 47

74% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $6.94M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

17% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 162

7% more capital invested

Capital invested by funds: $9.6B → $10.3B (+$676M)

7% more funds holding

Funds holding: 481513 (+32)

1.14% more ownership

Funds ownership: 89.59%90.73% (+1.1%)

Holders
513
Holders Change
+32
Holders Change %
+6.65%
% of All Funds
7.89%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
87
Increased
189
Reduced
162
Closed
47
Calls
$12.1M
Puts
$6.94M
Net Calls
+$5.15M
Net Calls Change
-$5.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
351
Rockefeller Capital Management
New York
$378K +$38K +451 +11%
BDF
352
Balasa Dinverno & Foltz
$374K -$11K -131 -3%
Acadian Asset Management
353
Acadian Asset Management
Massachusetts
$364K +$363K +4,305 New
CT
354
Chicago Trust
Illinois
$362K +$359K +4,260 New
PTC
355
Petrus Trust Company
Texas
$362K +$360K +4,272 New
Cetera Investment Advisers
356
Cetera Investment Advisers
Illinois
$360K -$83.6K -991 -19%
MML Investors Services
357
MML Investors Services
Massachusetts
$353K +$22.5K +267 +7%
AII
358
AGF Investments Inc
Ontario, Canada
$349K +$161K +1,914 +87%
CAN
359
Cetera Advisor Networks
California
$347K -$12.6K -149 -4%
HCM
360
Hollencrest Capital Management
California
$346K -$196K -2,320 -36%
SIM
361
Studio Investment Management
Illinois
$340K +$68K +806 +25%
FDCDDQ
362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$339K -$76.1K -902 -18%
SWP
363
Strategic Wealth Partners
Ohio
$338K -$17.4K -206 -5%
Baird Financial Group
364
Baird Financial Group
Wisconsin
$338K
HH
365
Hilltop Holdings
Texas
$335K +$333K +3,952 New
KAS
366
Kestra Advisory Services
Texas
$332K +$44.2K +524 +15%
RIM
367
Redpoint Investment Management
Australia
$321K
CIBC Private Wealth Group
368
CIBC Private Wealth Group
Georgia
$317K +$316K +3,750 New
BPM
369
Bowling Portfolio Management
Ohio
$313K -$1.52K -18 -0.5%
YIH
370
Y-Intercept (HK)
Hong Kong
$307K +$305K +3,617 New
Cerity Partners
371
Cerity Partners
New York
$307K +$306K +3,633 New
SW
372
SVB Wealth
Massachusetts
$306K -$77.8K -922 -20%
DWM
373
Dakota Wealth Management
Florida
$305K +$304K +3,600 New
BC
374
Brookfield Corp
Ontario, Canada
$301K -$513K -6,077 -63%
WI
375
Wintrust Investments
Illinois
$301K