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Booz Allen Hamilton

501 hedge funds and large institutions have $10.5B invested in Booz Allen Hamilton in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 180 increasing their positions, 189 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $12.7M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more capital invested

Capital invested by funds: $9.86B → $10.5B (+$604M)

1.69% more ownership

Funds ownership: 89.03%90.72% (+1.7%)

5% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 189

4% less funds holding

Funds holding: 524501 (-23)

31% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 67

Holders
501
Holders Change
-23
Holders Change %
-4.39%
% of All Funds
8.72%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
46
Increased
180
Reduced
189
Closed
67
Calls
$29.1M
Puts
$12.7M
Net Calls
+$16.3M
Net Calls Change
+$9.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
476
TrustCore Financial Services
Tennessee
$5K +$1.18K +14 +28%
TPCW
477
TD Private Client Wealth
New York
$4.77K
CFD
478
Creative Financial Designs
Indiana
$4K
FPS
479
Fieldpoint Private Securities
Connecticut
$4K
LWA
480
Lowe Wealth Advisors
Maryland
$4K
SFP
481
Sterling Financial Planning
New Jersey
$4K
EFSCE
482
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$845 +10 +31%
BWM
483
Baystate Wealth Management
Massachusetts
$4K +$3.72K +44 New
AA
484
Ancora Advisors
Ohio
$4K +$4.06K +48 New
EARNEST Partners
485
EARNEST Partners
Georgia
$3K
IA
486
IFP Advisors
Florida
$3K
NFSG
487
Newbridge Financial Services Group
Florida
$3K
OIA
488
Optimum Investment Advisors
Illinois
$3K
MCM
489
Manchester Capital Management
Vermont
$3K +$676 +8 +28%
HF
490
Halpern Financial
Virginia
$2.13K
FCA
491
FinTrust Capital Advisors
South Carolina
$2K
RFA
492
Reilly Financial Advisors
California
$2K
WT
493
Washington Trust
Rhode Island
$2K
WQ
494
Wealth Quarterback
New Jersey
$2K +$1.77K +21 New
CWP
495
Concord Wealth Partners
Virginia
$1K
GWS
496
Glassman Wealth Services
Virginia
$1K
CI
497
CX Institutional
Indiana
$1K +$592 +7 New
MF
498
Magnetar Financial
Illinois
$472 -$3.65M -43,169 -89%
AIG
499
American International Group
New York
$244 -$14K -166 -5%
Nisa Investment Advisors
500
Nisa Investment Advisors
Missouri
$94