We are live on ! Find out more
BAH icon

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
PPC
526
Park Place Capital
Alabama
$110K +$110K +1,054 New
CWC
527
Carolinas Wealth Consulting
North Carolina
$105K +$936 +9 +0.9%
AS
528
Altshuler Shaham
Israel
$101K +$100K +962 New
CCA
529
Column Capital Advisors
Indiana
$94.7K
CAL
530
Capital Advisors Ltd
Ohio
$93K -$1.66K -16 -2%
VIA
531
Virtus Investment Advisers
Connecticut
$91.5K
LSA
532
Lansing Street Advisors
Pennsylvania
$91.2K +$90.6K +872 New
Northwestern Mutual Wealth Management
533
Northwestern Mutual Wealth Management
Wisconsin
$90K +$18.1K +174 +25%
OWA
534
One Wealth Advisors
California
$89.1K +$88.6K +852 New
GWM
535
Geneos Wealth Management
Colorado
$71.1K -$10.8K -104 -13%
Skandinaviska Enskilda Banken (SEB)
536
Skandinaviska Enskilda Banken (SEB)
Sweden
$63K -$9.88K -95 -14%
TWM
537
Tradition Wealth Management
Minnesota
$59K
WOC
538
West Oak Capital
California
$57K
ETC
539
Exchange Traded Concepts
Oklahoma
$55.6K -$20.6K -198 -27%
FHA
540
First Horizon Advisors
Tennessee
$55.5K +$12.2K +117 +28%
HWA
541
Heritage Wealth Advisors
Virginia
$55.1K +$54.8K +527 New
C
542
Covestor
United Kingdom
$53K -$16.8K -162 -24%
NECFA
543
New England Capital Financial Advisors
Connecticut
$49.6K +$55K +529 New
ZIG
544
Zullo Investment Group
Pennsylvania
$44.7K
JFGIW
545
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.1K +$31.6K +304 +281%
PTC
546
Private Trust Company
Ohio
$43K +$624 +6 +1%
FFC
547
First Financial Corp
Indiana
$40.7K
QC
548
Quent Capital
New York
$37.3K -$2.39K -23 -6%
TPCW
549
TD Private Client Wealth
New York
$35.2K +$21.6K +208 +161%
SWM
550
Spire Wealth Management
Virginia
$35K -$624 -6 -2%