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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
LSA
451
Leonteq Securities AG
Switzerland
$308K -$26.6K -213 -8%
LWAM
452
Legacy Wealth Asset Management
Minnesota
$307K +$3.37K +27 +1%
GWMR
453
GC Wealth Management RIA
Massachusetts
$303K +$295K +2,367 New
QCM
454
QRG Capital Management
Illinois
$295K -$30.2K -242 -9%
PS
455
Principal Securities
Iowa
$285K +$277K +2,225 New
SPIA
456
Steward Partners Investment Advisory
New York
$283K +$13.7K +110 +5%
YCM
457
Yousif Capital Management
Michigan
$282K -$13.3K -107 -5%
BL
458
Balentine LLC
Georgia
$282K +$22.6K +181 +9%
LFA
459
LGT Financial Advisors
Texas
$278K +$8.1K +65 +3%
AIG
460
American International Group
New York
$277K -$11.5K -92 -4%
UFF
461
USA Financial Formulas
Michigan
$277K +$270K +2,167 New
AWM
462
Avior Wealth Management
Nebraska
$277K -$106K -849 -28%
PCS
463
Personal CFO Solutions
New Jersey
$275K +$27.6K +221 +11%
Acadian Asset Management
464
Acadian Asset Management
Massachusetts
$274K +$232K +1,865 +643%
BAM
465
Belpointe Asset Management
Nevada
$274K +$374 +3 +0.1%
UB
466
UMB Bank
Missouri
$272K -$39.5K -317 -13%
ET
467
Entropy Technologies
New York
$272K +$265K +2,126 New
AF
468
Allworth Financial
California
$272K -$13K -104 -5%
DCM
469
Donaldson Capital Management
Indiana
$270K -$82.8K -664 -24%
SIA
470
Schechter Investment Advisors
Michigan
$267K -$11.5K -92 -4%
CCWM
471
Cassaday & Co Wealth Management
Virginia
$256K -$60K -481 -19%
WA
472
Wealth Alliance
New York
$256K -$3.49K -28 -1%
BC
473
Barrett & Company
Rhode Island
$256K
FT
474
Fiduciary Trust
Massachusetts
$256K
MFS
475
Mirabella Financial Services
United Kingdom
$255K +$248K +1,993 New