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Booz Allen Hamilton

524 hedge funds and large institutions have $9.86B invested in Booz Allen Hamilton in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 187 increasing their positions, 187 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $35.3M | Put options by funds: $28.1M

14% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 74

1% more funds holding

Funds holding: 520524 (+4)

0% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 187

2.03% less ownership

Funds ownership: 91.07%89.03% (-2%)

10% less capital invested

Capital invested by funds: $11B → $9.86B (-$1.09B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
524
Holders Change
+4
Holders Change %
+0.77%
% of All Funds
9.2%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
84
Increased
187
Reduced
187
Closed
74
Calls
$35.3M
Puts
$28.1M
Net Calls
+$7.23M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
501
Fieldpoint Private Securities
Connecticut
$4K
HPC
502
HM Payson & Co
Maine
$4K
LWA
503
Lowe Wealth Advisors
Maryland
$4K
SFP
504
Sterling Financial Planning
New Jersey
$4K
TFS
505
TrustCore Financial Services
Tennessee
$4K
VFA
506
Valeo Financial Advisors
Indiana
$4K
IA
507
IFP Advisors
Florida
$3K -$21.6K -257 -88%
EARNEST Partners
508
EARNEST Partners
Georgia
$3K
EFSCE
509
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
OIA
510
Optimum Investment Advisors
Illinois
$3K
NFSG
511
Newbridge Financial Services Group
Florida
$3K +$2.77K +33 New
HF
512
Halpern Financial
Virginia
$2.01K
FCA
513
FinTrust Capital Advisors
South Carolina
$2K
RFA
514
Reilly Financial Advisors
California
$2K
WT
515
Washington Trust
Rhode Island
$2K
CWM
516
Cranbrook Wealth Management
Michigan
$2K +$1.68K +20 New
MCM
517
Manchester Capital Management
Vermont
$2K +$1.76K +21 +263%
GWS
518
Glassman Wealth Services
Virginia
$1K +$84 +1 +10%
APWA
519
Atlas Private Wealth Advisors
New Jersey
$1K +$587 +7 New
CWP
520
Concord Wealth Partners
Virginia
$1K +$1.09K +13 New
AIG
521
American International Group
New York
$244 -$30.5K -363 -11%
Nisa Investment Advisors
522
Nisa Investment Advisors
Missouri
$89
BBHC
523
Brown Brothers Harriman & Co
New York
$5 +$5.46K +65 New
AIM
524
Artemis Investment Management
United Kingdom
-$75.7M -867,333 Closed
WCM
525
Wedge Capital Management
North Carolina
-$69.2M -793,843 Closed