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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
CA
476
Cetera Advisors
Colorado
$245K +$243K +2,340 New
CT
477
Chicago Trust
Illinois
$243K
LWAM
478
Legacy Wealth Asset Management
Minnesota
$242K -$15.7K -151 -6%
XSC
479
X-Square Capital
Puerto Rico
$240K +$239K +2,295 New
GC
480
Gilbert & Cook
Iowa
$240K -$208 -2 -0.1%
WA
481
Wealth Alliance
New York
$239K -$9.88K -95 -4%
VC
482
Veracity Capital
Georgia
$236K +$235K +2,260 New
FCB
483
First Command Bank
Texas
$235K -$20.8K -200 -8%
FCFS
484
First Command Financial Services
Texas
$235K -$20.8K -200 -8%
CP
485
Covenant Partners
Tennessee
$232K
JDR
486
Jay D. Rosenbaum
$230K
BWM
487
Baron Wealth Management
Michigan
$227K +$226K +2,175 New
HNB
488
Huntington National Bank
Ohio
$226K +$225K +2,160 +216,000%
YIH
489
Y-Intercept (HK)
Hong Kong
$221K -$11.1K -107 -5%
LSA
490
Leonteq Securities AG
Switzerland
$220K +$24.9K +240 +13%
S
491
SignatureFD
Georgia
$220K +$4.99K +48 +2%
LA
492
Legacy Advisors
Pennsylvania
$219K +$218K +2,095 New
JF
493
Jump Financial
Illinois
$219K +$218K +2,094 New
MGIM
494
M&G Investment Management
United Kingdom
$218K -$44K -423 -17%
FHA
495
Flagship Harbor Advisors
Massachusetts
$215K -$15.1K -145 -7%
SOW
496
State of Wyoming
Wyoming
$215K +$214K +2,055 New
CFCI
497
Comprehensive Financial Consultants Institutional
Indiana
$212K
AIG
498
American International Group
New York
$210K -$4.78K -46 -2%
Aberdeen Group
499
Aberdeen Group
United Kingdom
$209K -$55.9K -538 -21%
WAG
500
Wallace Advisory Group
California
$208K +$207K +1,994 New