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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
EWM
376
Empirical Wealth Management
Washington
$297K -$104K -1,229 -26%
RC
377
RegentAtlantic Capital
New Jersey
$288K +$287K +3,401 New
MWM
378
Modera Wealth Management
New Jersey
$287K +$285K +3,385 New
BCM
379
Brookstone Capital Management
Illinois
$281K +$16.5K +196 +7%
ZCA
380
Zeke Capital Advisors
Pennsylvania
$276K +$274K +3,251 New
AC
381
Avestar Capital
New York
$271K +$27.2K +323 +11%
YCM
382
Yousif Capital Management
Michigan
$268K +$267K +3,166 New
FCB
383
First Command Bank
Texas
$266K
WF
384
WoodTrust Financial
Wisconsin
$263K +$261K +3,100 New
FCFS
385
First Command Financial Services
Texas
$259K -$25.3K -300 -9%
ACA
386
Aptus Capital Advisors
Alabama
$252K -$4.8M -56,893 -95%
CW
387
CreativeOne Wealth
Kansas
$250K +$24K +285 +11%
BCV
388
Banque Cantonale Vaudoise
Switzerland
$246K
CIA
389
Choate Investment Advisors
Massachusetts
$244K +$243K +2,882 New
CTC
390
Central Trust Company
Missouri
$240K
NEAM
391
New England Asset Management
Connecticut
$237K +$110K +1,300 +87%
CCM
392
Compton Capital Management
Rhode Island
$235K -$33.7K -400 -13%
FPCP
393
Fort Point Capital Partners
California
$235K +$234K +2,771 New
JG
394
Jefferies Group
New York
$227K -$417K -4,949 -65%
PA
395
Procyon Advisors
Connecticut
$226K
MWPCG
396
Measured Wealth Private Client Group
New Hampshire
$219K -$13.9K -165 -6%
OR
397
Olympiad Research
Connecticut
$217K -$66.5K -788 -24%
MC
398
Manteio Capital
New Jersey
$217K +$216K +2,561 New
FHA
399
Flagship Harbor Advisors
Massachusetts
$216K -$62.9K -746 -23%
LWAM
400
Legacy Wealth Asset Management
Minnesota
$216K -$6.24K -74 -3%