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Booz Allen Hamilton

524 hedge funds and large institutions have $9.86B invested in Booz Allen Hamilton in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 187 increasing their positions, 187 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $35.3M | Put options by funds: $28.1M

14% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 74

1% more funds holding

Funds holding: 520524 (+4)

0% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 187

2.03% less ownership

Funds ownership: 91.07%89.03% (-2%)

10% less capital invested

Capital invested by funds: $11B → $9.86B (-$1.09B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
524
Holders Change
+4
Holders Change %
+0.77%
% of All Funds
9.2%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
84
Increased
187
Reduced
187
Closed
74
Calls
$35.3M
Puts
$28.1M
Net Calls
+$7.23M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
451
Tradition Wealth Management
Minnesota
$45K
SWM
452
Spire Wealth Management
Virginia
$45K +$47.4K +565 New
MA
453
MUFG Americas
New York
$40K
CFGS
454
Concourse Financial Group Securities
Alabama
$38K -$109K -1,303 -74%
AWA
455
Arkadios Wealth Advisors
Georgia
$36K +$37.8K +450 New
KFP
456
KB Financial Partners
New Jersey
$33K +$34.5K +411 New
FFC
457
First Financial Corp
Indiana
$31K
LWM
458
Liberty Wealth Management
California
$31K
FHC
459
First Horizon Corporation
Tennessee
$31K +$1.01K +12 +3%
CBT
460
Central Bank & Trust
Kentucky
$31K +$32.3K +385 New
SFSIG
461
San Francisco Sentry Investment Group
California
$29K
S
462
SignatureFD
Georgia
$23K -$755 -9 -3%
CA
463
Clearstead Advisors
Ohio
$21K +$839 +10 +4%
PCG
464
Private Capital Group
Connecticut
$20K -$11.2K -134 -35%
IAIM
465
International Assets Investment Management
Florida
$20K
AL
466
ADE LLC
Maryland
$16K
ACM
467
Allred Capital Management
Texas
$15.3K +$15.9K +190 New
CCMW
468
Cypress Capital Management (Wyoming)
Wyoming
$12K
HNB
469
Huntington National Bank
Ohio
$12K +$9.4K +112 +273%
TFA
470
Toth Financial Advisory
Virginia
$12K +$12.6K +150 New
LF
471
Lee Financial
Texas
$11K -$5.88K -70 -33%
JCM
472
Jacobi Capital Management
Pennsylvania
$11K +$8.56K +102 +291%
NIC
473
Northwest Investment Counselors
Oregon
$11K +$11.8K +140 New
CHA
474
Carmichael Hill & Associates
Maryland
$10K
TCM
475
Tradewinds Capital Management
Washington
$10K