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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
BBHC
501
Brown Brothers Harriman & Co
New York
$180K -$4.36K -35 -2%
IWA
502
Icon Wealth Advisors
Texas
$143K +$140K +1,121 New
SSB
503
Sandy Spring Bank
Maryland
$143K +$374 +3 +0.3%
SS
504
Sunbelt Securities
Texas
$141K -$5.49K -44 -4%
Simplex Trading
505
Simplex Trading
Illinois
$139K +$71.3K +572 +110%
HFM
506
Harvest Fund Management
China
$137K +$52.2K +419 +64%
CWC
507
Carolinas Wealth Consulting
North Carolina
$129K
UM
508
UniSuper Management
Australia
$115K
CAL
509
Capital Advisors Ltd
Ohio
$112K
Northwestern Mutual Wealth Management
510
Northwestern Mutual Wealth Management
Wisconsin
$111K +$32.3K +259 +42%
PPC
511
Park Place Capital
Alabama
$101K -$29.4K -236 -23%
First Manhattan
512
First Manhattan
New York
$101K -$2.12K -17 -2%
VIA
513
Virtus Investment Advisers
Connecticut
$100K
EC
514
EntryPoint Capital
New York
$96.2K +$93.7K +752 New
BTI
515
Blue Trust Inc
Georgia
$95K -$588K -4,719 -85%
FHA
516
First Horizon Advisors
Tennessee
$93.4K +$4.86K +39 +6%
GWM
517
Geneos Wealth Management
Colorado
$77.9K -$107K -856 -58%
GRP
518
Global Retirement Partners
California
$77.3K -$6.11K -49 -7%
TWM
519
Tradition Wealth Management
Minnesota
$72K
GAM
520
Groupama Asset Management
France
$71.9K +$70.1K +562 New
WOC
521
West Oak Capital
California
$71K
SWM
522
Spire Wealth Management
Virginia
$70.9K +$4.99K +40 +8%
FFC
523
First Financial Corp
Indiana
$60.4K +$10.3K +83 +21%
QC
524
Quent Capital
New York
$52K
NECFA
525
New England Capital Financial Advisors
Connecticut
$51.7K -$15.6K -125 -24%