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Booz Allen Hamilton

480 hedge funds and large institutions have $9.23B invested in Booz Allen Hamilton in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 155 increasing their positions, 167 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 51

12% more funds holding

Funds holding: 428480 (+52)

1% more capital invested

Capital invested by funds: $9.15B → $9.23B (+$75.7M)

0.57% more ownership

Funds ownership: 92.08%92.65% (+0.57%)

7% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 167

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

41% less call options, than puts

Call options by funds: $4.69M | Put options by funds: $7.97M

Holders
480
Holders Change
+52
Holders Change %
+12.15%
% of All Funds
9.46%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
113
Increased
155
Reduced
167
Closed
51
Calls
$4.69M
Puts
$7.97M
Net Calls
-$3.28M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
401
LS Investment Advisors
Michigan
$136K +$136K +1,911 New
CAL
402
Capital Advisors Ltd
Ohio
$128K
BAM
403
Belpointe Asset Management
Nevada
$118K +$117K +1,648 New
FIA
404
FNY Investment Advisers
New York
$113K +$91.8K +1,289 +414%
WOC
405
West Oak Capital
California
$97K
CFA
406
Carroll Financial Associates
North Carolina
$92K -$61.7K -866 -40%
BFEC
407
Benjamin F. Edwards & Company
Missouri
$92K +$82.4K +1,157 +851%
AIM
408
AIA Investment Management
Singapore
$90K +$90.4K +1,270 New
PCM
409
Prelude Capital Management
New York
$85K -$26.7K -375 -24%
SMFS
410
Squar Milner Financial Services
California
$83K +$83.8K +1,177 New
Chevy Chase Trust
411
Chevy Chase Trust
Maryland
$81K +$80.5K +1,130 New
LS
412
Livforsakringsbolaget Skandia
Sweden
$78K +$78.3K +1,100 New
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$77K
CWP
414
CFM Wealth Partners
Texas
$75K +$67.9K +953 New
FGAM
415
Financial Gravity Asset Management
Texas
$71K +$71 +1 New
Walleye Trading
416
Walleye Trading
New York
$69K +$69.5K +976 New
Pacer Advisors
417
Pacer Advisors
Pennsylvania
$65K +$7.76K +109 +14%
Northwestern Mutual Wealth Management
418
Northwestern Mutual Wealth Management
Wisconsin
$62K +$52.5K +738 +581%
GDP
419
Great Diamond Partners
Maine
$57K +$58K +815 New
FHA
420
First Horizon Advisors
Tennessee
$54K
Fifth Third Bancorp
421
Fifth Third Bancorp
Ohio
$54K +$54K +758 New
C
422
Cerebellum
California
$52K -$389K -5,468 -88%
DZ Bank
423
DZ Bank
Germany
$51.5K +$51.6K +725 New
S
424
SignatureFD
Georgia
$51K +$35K +491 +215%
BB
425
Busey Bank
Illinois
$48K +$47.7K +670 New