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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
GAA
476
Guardian Asset Advisors
Pennsylvania
$247K +$240K +1,928 New
PCA
477
Peddock Capital Advisors
Massachusetts
$246K
FC
478
Forte Capital
New York
$245K -$2.12K -17 -0.9%
KCM
479
Kathmere Capital Management
Pennsylvania
$238K +$232K +1,858 New
WAG
480
Wallace Advisory Group
California
$235K -$9.47K -76 -3%
NP
481
Nilsine Partners
Colorado
$233K -$16.8K -135 -7%
FFM
482
Forum Financial Management
Illinois
$230K +$224K +1,795 New
LA
483
Legacy Advisors
Pennsylvania
$229K +$223K +1,792 New
FHA
484
Flagship Harbor Advisors
Massachusetts
$226K +$220K +1,765 New
OC
485
Oppenheimer & Co
New York
$226K +$220K +1,763 New
BFG
486
Bleakley Financial Group
New Jersey
$221K +$215K +1,724 New
SS
487
Simplicity Solutions
Minnesota
$221K +$215K +1,724 New
XSC
488
X-Square Capital
Puerto Rico
$220K -$12.8K -103 -6%
MC
489
Moors & Cabot
Massachusetts
$219K +$213K +1,710 New
TRCT
490
Tower Research Capital (TRC)
New York
$217K -$631K -5,059 -75%
FTDI
491
First Trust Direct Indexing
Massachusetts
$214K +$209K +1,674 New
FCAS
492
First Command Advisory Services
Texas
$211K -$24.9K -200 -11%
FA
493
Faithward Advisors
Pennsylvania
$210K +$184K +1,479 New
S
494
SignatureFD
Georgia
$208K +$14.7K +118 +8%
VF
495
Virtu Financial
New York
$206K +$201K +1,615 New
Aberdeen Group
496
Aberdeen Group
United Kingdom
$203K -$227K -1,823 -54%
SIM
497
Studio Investment Management
Illinois
$202K -$39.3K -315 -17%
IC
498
IEQ Capital
California
$202K +$196K +1,576 New
BWM
499
Baron Wealth Management
Michigan
$201K +$196K +1,573 New
CFB
500
Cullen/Frost Bankers
Texas
$194K