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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
AC
426
Avestar Capital
New York
$376K -$46.9K -376 -11%
PAG
427
Private Advisor Group
New Jersey
$374K +$364K +2,922 New
SG Americas Securities
428
SG Americas Securities
New York
$373K -$903K -7,240 -71%
NA
429
NewEdge Advisors
Louisiana
$373K -$13.6K -109 -4%
CP
430
Camelot Portfolios
Ohio
$365K +$355K +2,850 New
BRWA
431
B. Riley Wealth Advisors
Florida
$363K -$186K -1,495 -34%
STA
432
Summit Trail Advisors
New York
$363K +$1.62K +13 +0.5%
KI
433
Kapitalo Investimentos
Brazil
$357K -$274K -2,197 -44%
O
434
Ossiam
France
$353K
GI
435
GAMMA Investing
California
$349K +$309K +2,477 New
IA
436
IFP Advisors
Florida
$348K +$230K +1,842 +209%
AWAU
437
Alliance Wealth Advisors (Utah)
Utah
$348K -$16.5K -132 -5%
VWM
438
Valley Wealth Managers
New Jersey
$348K -$4.74K -38 -1%
HCM
439
Hollencrest Capital Management
California
$347K
AWM
440
Axxcess Wealth Management
California
$340K -$8.6K -69 -3%
CAAS
441
Capital Asset Advisory Services
Michigan
$340K -$8.6K -69 -3%
CP
442
Covenant Partners
Tennessee
$337K
Balyasny Asset Management
443
Balyasny Asset Management
Illinois
$336K +$60.3K +484 +23%
BHCM
444
Brevan Howard Capital Management
Jersey
$332K -$133K -1,063 -29%
AIM
445
Acropolis Investment Management
Missouri
$326K
QI
446
Qtron Investments
Massachusetts
$317K -$448K -3,596 -59%
CNBT
447
Canandaigua National Bank & Trust
New York
$317K -$2K -16 -0.6%
CA
448
Clearstead Advisors
Ohio
$317K -$354K -2,839 -53%
MIM
449
Morningstar Investment Management
Illinois
$311K +$14.5K +116 +5%
MGP
450
Metis Global Partners
California
$308K -$34.7K -278 -10%