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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
LGA
576
Lebenthal Global Advisors
New York
-$32K -369 Closed
LWANC
577
Laurel Wealth Advisors (North Carolina)
North Carolina
-$29K -334 Closed
TFM
578
TFC Financial Management
Massachusetts
-$15K -175 Closed
AWG
579
Altus Wealth Group
Colorado
-$9K -103 Closed
TPWA
580
TRUE Private Wealth Advisors
Oregon
-$8K -101 Closed
PFO
581
Pathstone Family Office
New Jersey
-$9K -98 Closed
ICP
582
Interchange Capital Partners
Pennsylvania
-$7K -87 Closed
PWPS
583
Pinnacle Wealth Planning Services
Ohio
-$7K -83 Closed
OIM
584
Oder Investment Management
California
-$6K -68 Closed
SIAG
585
Safeguard Investment Advisory Group
California
-$5K -66 Closed
VAIA
586
Virtus Alternative Investment Advisers
Connecticut
-$6K -64 Closed
FCH
587
Freestone Capital Holdings
Washington
-$5.41K -62 Closed
CCA
588
Childress Capital Advisors
Texas
-$4K -43 Closed
ABC
589
Associated Banc-Corp
Wisconsin
-$4K -41 Closed
NSB
590
Norway Savings Bank
Maine
-$3K -32 Closed
ED
591
Exane Derivatives
France
-$2.44K -28 Closed
ETC
592
Exchange Traded Concepts
Oklahoma
-$2K -27 Closed
LC
593
Lindbrook Capital
California
-$1K -13 Closed
TFGT
594
TS Financial Group (TSFG)
Illinois
-$1K -10 Closed
RPWA
595
Regent Peak Wealth Advisors
Georgia
-$1K -9 Closed
VCG
596
Vantage Consulting Group
Virginia
-$1K -8 Closed
WAP
597
Wealthcare Advisory Partners
Pennsylvania
+$252 +3 New