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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
GWS
576
Glassman Wealth Services
Virginia
$9.98K +$125 +1 +1%
AF
577
Advisornet Financial
Minnesota
$8.31K +$748 +6 +10%
PVH
578
Psagot Value Holdings
Israel
$8K +$1.75K +14 +30%
HI
579
Harbour Investments
Wisconsin
$7.97K
CFO
580
CVA Family Office
Colorado
$6.91K +$6.73K +54 New
EWA
581
EverSource Wealth Advisors
Alabama
$6.52K +$374 +3 +6%
LWA
582
Lowe Wealth Advisors
Maryland
$6.52K
SA
583
Scarborough Advisors
Maryland
$6.4K +$6.23K +50 New
MPWT
584
MassMutual Private Wealth & Trust
Connecticut
$6.14K +$1.25K +10 +26%
JFG
585
JDM Financial Group
Texas
$5.76K
BWM
586
Baystate Wealth Management
Massachusetts
$5.63K
BIA
587
Bell Investment Advisors
California
$5.37K
CCM
588
Chilton Capital Management
Texas
$5.12K +$4.99K +40 New
BWL
589
Bogart Wealth LLC
Virginia
$5.12K
CPG
590
Custom Portfolio Group
Colorado
$5.12K +$4.99K +40 New
Jones Financial Companies
591
Jones Financial Companies
Missouri
$4.99K +$4.86K +39 New
PFBT
592
Parkside Financial Bank & Trust
Missouri
$4.73K
SIC
593
SJS Investment Consulting
Ohio
$4.48K +$125 +1 +3%
KFS
594
Kelly Financial Services
Massachusetts
$4.48K +$4.36K +35 New
BGAI
595
Bruce G. Allen Investments
Colorado
$4.35K +$4.24K +34 New
CPG
596
Cornerstone Planning Group
New Jersey
$4.22K -$499 -4 -11%
FUBT
597
First United Bank & Trust
Maryland
$4.09K +$3.99K +32 New
MCM
598
Manchester Capital Management
Vermont
$3.58K -$125 -1 -3%
DPW
599
DiNuzzo Private Wealth
Pennsylvania
$3.58K +$3.49K +28 New
AIC
600
Archer Investment Corporation
Indiana
$3.58K