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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
AS
526
Altshuler Shaham
Israel
$48.2K -$13.7K -110 -23%
DFA
527
DHJJ Financial Advisors
Illinois
$40.3K
BF
528
BOK Financial
Oklahoma
$40.3K +$39.3K +315 New
QL
529
Quarry LP
New York
$40K -$16.8K -135 -30%
BWM
530
BKM Wealth Management
Wisconsin
$39.7K +$38.6K +310 New
Walleye Capital
531
Walleye Capital
New York
$36.7K +$35.8K +287 New
SC
532
SouthState Corp
Florida
$34.5K -$14K -112 -29%
JWA
533
JFS Wealth Advisors
Pennsylvania
$34.2K +$374 +3 +1%
ST
534
Smithfield Trust
Pennsylvania
$34K +$15.1K +121 +88%
RCM
535
Raleigh Capital Management
North Carolina
$28.5K +$623 +5 +2%
OA
536
Operose Advisors
Wisconsin
$27.9K
AAG
537
Armstrong Advisory Group
Massachusetts
$25.6K
IPW
538
Impact Partnership Wealth
Georgia
$25.6K +$21.2K +170 +567%
TPCW
539
TD Private Client Wealth
New York
$25.5K +$3.62K +29 +17%
AWM
540
Ameliora Wealth Management
Switzerland
$25.3K
GFPC
541
Global Financial Private Client
Florida
$24.9K
JWM
542
Janiczek Wealth Management
Colorado
$23.9K -$5.49K -44 -19%
FFA
543
Frazier Financial Advisors
Ohio
$23.2K +$22.6K +181 New
WBC
544
West Branch Capital
Massachusetts
$23K
CA
545
Centerpoint Advisors
Massachusetts
$23K
GI
546
Gradient Investments
Minnesota
$21.9K -$623 -5 -3%
FFA
547
Farther Finance Advisors
California
$21.2K -$3.86K -31 -16%
CCA
548
Criterion Capital Advisors
Tennessee
$21K +$20.4K +164 New
SGC
549
Slocum, Gordon & Co
Rhode Island
$20.5K
CIA
550
Cape Investment Advisory
Georgia
$20.1K