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Booz Allen Hamilton

633 hedge funds and large institutions have $15.9B invested in Booz Allen Hamilton in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 189 increasing their positions, 276 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $9.73M

21% more capital invested

Capital invested by funds: $13.2B → $15.9B (+$2.75B)

14% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 77

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3.79% more ownership

Funds ownership: 91.67%95.46% (+3.8%)

0% more funds holding

Funds holding: 630633 (+3)

32% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 276

Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
88
Increased
189
Reduced
276
Closed
77
Calls
$33.4M
Puts
$9.73M
Net Calls
+$23.7M
Net Calls Change
+$25.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
401
Thornburg Investment Management
New Mexico
$470K -$181K -1,448 -28%
CWM
402
CIBC World Markets
New York
$467K +$455K +3,651 New
AIMCA
403
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$460K -$10.9M -87,380 -96%
PFS
404
Prospera Financial Services
Texas
$455K -$466K -3,739 -51%
BTWM
405
Baker Tilly Wealth Management
Wisconsin
$447K -$11.3K -91 -3%
RC
406
Randolph Company
Ohio
$446K -$12.3K -99 -3%
GWANC
407
Guardian Wealth Advisors (North Carolina)
North Carolina
$446K
EIP
408
Epoch Investment Partners
New York
$442K -$54.5K -437 -11%
TFS
409
Thoroughbred Financial Services
Tennessee
$439K -$5.61K -45 -1%
KPWS
410
Kestra Private Wealth Services
Texas
$431K +$420K +3,373 New
CWA
411
Carolina Wealth Advisors
South Carolina
$413K +$374 +3 +0.1%
IWM
412
IHT Wealth Management
Illinois
$411K +$6.61K +53 +2%
MGIA
413
Moneta Group Investment Advisors
Missouri
$410K +$95K +762 +31%
BEI
414
Benjamin Edwards Inc
Missouri
$404K -$174K -1,399 -31%
FEM
415
Fulcrum Equity Management
Texas
$391K -$5.73K -46 -1%
CCA
416
Cadent Capital Advisors
Oklahoma
$389K +$125 +1 +0%
IMCOOI
417
Investment Management Corp of Ontario (IMCO)
Canada
$389K +$379K +3,040 New
DCM
418
Dudley Capital Management
Virginia
$386K
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$385K +$63.3K +508 +20%
DPAM
420
Degroof Petercam Asset Management
Belgium
$384K +$374K +3,000 New
EFSCE
421
Enterprise Financial Services Corp (EFSC)
Missouri
$382K +$873 +7 +0.2%
PWG
422
Portside Wealth Group
Utah
$381K -$45.4K -364 -11%
QCM
423
Quantinno Capital Management
New York
$379K +$370K +2,965 New
UC
424
Unio Capital
New Jersey
$378K
CT
425
Colonial Trust
South Carolina
$376K