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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
FDCDDQ
501
Federation des caisses Desjardins du Quebec
Quebec, Canada
$205K
KCM
502
Kathmere Capital Management
Pennsylvania
$203K +$202K +1,942 New
FC
503
Forte Capital
New York
$202K +$201K +1,932 New
OPS
504
Orion Portfolio Solutions
Nebraska
$202K +$201K +1,931 New
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$201K +$2.18K +21 +1%
PCA
506
Peddock Capital Advisors
Massachusetts
$201K +$200K +1,920 New
SIM
507
Sentry Investment Management
Wisconsin
$196K +$195K +1,880 New
CI Investments Inc
508
CI Investments Inc
Ontario, Canada
$195K -$60.4K -581 -24%
BBHC
509
Brown Brothers Harriman & Co
New York
$186K -$66.8K -643 -27%
BFEC
510
Benjamin F. Edwards & Company
Missouri
$180K -$624 -6 -0.3%
CFB
511
Cullen/Frost Bankers
Texas
$180K -$22.3K -215 -11%
USCWA
512
U.S. Capital Wealth Advisors
Texas
$173K +$173K +1,660 New
FCA
513
Fortis Capital Advisors
Kansas
$156K +$155K +1,491 New
CA
514
Clearstead Advisors
Ohio
$151K
SG Americas Securities
515
SG Americas Securities
New York
$140K -$502K -4,825 -78%
CT
516
Colonial Trust
South Carolina
$135K +$134K +1,291 New
TF
517
TimeScale Financial
Massachusetts
$131K +$104 +1 +0.1%
Dimensional Fund Advisors
518
Dimensional Fund Advisors
Texas
$130K -$655K -6,303 -0.5%
CS
519
Comerica Securities
Michigan
$128K +$127K +1,220 New
O
520
Ossiam
France
$126K
MCC
521
Money Concepts Capital
Florida
$123K +$20.4K +196 +20%
IA
522
IFP Advisors
Florida
$122K +$120K +1,151 +114%
TRCT
523
Tower Research Capital (TRC)
New York
$115K +$114K +1,099 +18,317%
SSB
524
Sandy Spring Bank
Maryland
$115K -$155K -1,494 -58%
CSPIA
525
Cary Street Partners Investment Advisory
Virginia
$110K -$50.7K -488 -32%