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Booz Allen Hamilton

634 hedge funds and large institutions have $12.5B invested in Booz Allen Hamilton in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 219 increasing their positions, 219 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 47

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

12% more funds holding

Funds holding: 568634 (+66)

11% more capital invested

Capital invested by funds: $11.3B → $12.5B (+$1.21B)

0% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 219

0.4% less ownership

Funds ownership: 92.51%92.11% (-0.4%)

9% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $11.8M

Holders
634
Holders Change
+66
Holders Change %
+11.62%
% of All Funds
10.19%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
128
Increased
219
Reduced
219
Closed
47
Calls
$10.7M
Puts
$11.8M
Net Calls
-$1.05M
Net Calls Change
-$7.39M
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
451
YorkBridge Wealth Partners
New York
$303K -$78.3K -753 -21%
AWAU
452
Alliance Wealth Advisors (Utah)
Utah
$303K +$302K +2,902 New
DWP
453
Destiny Wealth Partners
Florida
$302K -$31.4K -302 -9%
UB
454
UMB Bank
Missouri
$302K +$40.3K +388 +16%
SSG
455
Summit Securities Group
New York
$300K +$299K +2,873 New
HFM
456
Harvest Fund Management
China
$290K +$288K +2,775 New
VWM
457
Valley Wealth Managers
New Jersey
$290K -$6.03K -58 -2%
Mercer Global Advisors
458
Mercer Global Advisors
Colorado
$286K -$73K -702 -20%
AF
459
Allworth Financial
California
$280K +$219K +2,103 +366%
SPIA
460
Steward Partners Investment Advisory
New York
$271K -$8.52K -82 -3%
YCM
461
Yousif Capital Management
Michigan
$269K +$23.9K +230 +10%
ETH
462
Exos TFP Holdings
New York
$267K -$15K -144 -5%
LAI
463
Legal Advantage Investments
California
$261K
CNC
464
Canandaigua National Corp
New York
$260K -$4.78K -46 -2%
LFA
465
LGT Financial Advisors
Texas
$259K +$258K +2,479 New
CIBC World Market
466
CIBC World Market
Ontario, Canada
$259K +$258K +2,481 New
CIBC Private Wealth Group
467
CIBC Private Wealth Group
Georgia
$255K +$49.4K +475 +12%
Assenagon Asset Management
468
Assenagon Asset Management
Luxembourg
$255K +$254K +2,444 New
CCM
469
Compton Capital Management
Rhode Island
$253K -$20.8K -200 -8%
CCWM
470
Cassaday & Co Wealth Management
Virginia
$253K +$252K +2,420 New
IMCOOI
471
Investment Management Corp of Ontario (IMCO)
Canada
$252K +$250K +2,408 New
Bessemer Group
472
Bessemer Group
New Jersey
$250K +$218K +2,098 +709%
BCM
473
Brookstone Capital Management
Illinois
$249K -$575K -5,527 -70%
IWM
474
IHT Wealth Management
Illinois
$246K +$245K +2,354 New
PFM
475
Premier Fund Managers
United Kingdom
$245K +$244K +2,350 New