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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
Cerity Partners
351
Cerity Partners
New York
$734K +$161K +1,552 +28%
FC
352
FORA Capital
Florida
$725K +$721K +6,937 New
GAM
353
Gotham Asset Management
New York
$720K -$12.1K -116 -2%
Nisa Investment Advisors
354
Nisa Investment Advisors
Missouri
$719K +$125K +1,200 +21%
NA
355
NewEdge Advisors
Louisiana
$717K -$517K -4,976 -36%
ACM
356
AlphaStar Capital Management
North Carolina
$702K +$698K +6,717 New
PGFC
357
Peapack-Gladstone Financial Corp
New Jersey
$679K
Wealth Enhancement Advisory Services
358
Wealth Enhancement Advisory Services
Minnesota
$671K +$746K +7,174 New
ESCM
359
Echo Street Capital Management
New York
$666K +$662K +6,371 New
ASN
360
Advisory Services Network
Georgia
$661K -$82.8K -797 -11%
WF
361
WoodTrust Financial
Wisconsin
$643K
Lido Advisors
362
Lido Advisors
California
$641K -$49.9K -480 -7%
BPC
363
Banque Pictet & Cie
Switzerland
$637K -$133K -1,275 -17%
WCM
364
Washington Capital Management
Washington
$617K
Creative Planning
365
Creative Planning
Kansas
$614K -$52.9K -509 -8%
CI
366
CX Institutional
Indiana
$612K +$92.4K +889 +18%
SCI
367
S&CO Inc
Massachusetts
$602K
QI
368
Qtron Investments
Massachusetts
$599K -$113K -1,087 -16%
BRWA
369
B. Riley Wealth Advisors
Florida
$598K +$595K +5,722 New
CW
370
CreativeOne Wealth
Kansas
$595K +$592K +5,696 New
ZB
371
Zions Bancorporation
Utah
$585K +$582K +5,596 New
FM
372
Foster & Motley
Ohio
$574K +$12.8K +123 +2%
HWMA
373
Heritage Wealth Management (Arizona)
Arizona
$574K +$285K +2,744 +100%
AG
374
AIA Group
Hong Kong
$572K +$271K +2,608 +91%
ANTB
375
AMG National Trust Bank
Colorado
$569K +$6.76K +65 +1%