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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
TRCT
426
Tower Research Capital (TRC)
New York
$45K -$94.3K -1,324 -68%
MA
427
MUFG Americas
New York
$43K
PA
428
Procyon Advisors
Connecticut
$43K +$42.9K +603 New
IA
429
IFP Advisors
Florida
$41K +$3.92K +55 +11%
PCG
430
Private Capital Group
Connecticut
$34K -$71.2K -1,000 -67%
SFSIG
431
San Francisco Sentry Investment Group
California
$30K
OSAM
432
O'Shaughnessy Asset Management
Connecticut
$30K +$14.6K +205 +94%
FFC
433
First Financial Corp
Indiana
$28K
Rockefeller Capital Management
434
Rockefeller Capital Management
New York
$28K
EI
435
Ellevest Inc
New York
$27K +$26.6K +374 New
CIA
436
CSat Investment Advisory
Michigan
$25K +$3.13K +44 +14%
KC
437
Knuff & Co
California
$24K
LF
438
Lee Financial
Texas
$22K
AF
439
Advisornet Financial
Minnesota
$21K +$21.4K +300 New
NG
440
NWK Group
California
$21K +$21.4K +300 New
SFS
441
Sowell Financial Services
Arkansas
$18K +$3.42K +48 +23%
TWA
442
TCI Wealth Advisors
Arizona
$16K +$8.33K +117 +104%
EWM
443
Edge Wealth Management
New York
$14K
GWM
444
Geneos Wealth Management
Colorado
$14K +$3.92K +55 +37%
TPWA
445
TRUE Private Wealth Advisors
Oregon
$14K +$14.2K +200 New
VFA
446
Valeo Financial Advisors
Indiana
$12K -$6.69K -94 -37%
RG
447
Retirement Group
California
$11K +$10.8K +151 New
BBHC
448
Brown Brothers Harriman & Co
New York
$10K
SIAS
449
Shine Investment Advisory Services
Colorado
$10K
GRP
450
Global Retirement Partners
California
$10K +$4.7K +66 +92%