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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
AIMA
601
Ables Iannone Moore & Associates
Georgia
$3.45K +$3.37K +27 New
ME
602
McIlrath & Eck
Washington
$3.45K +$3.37K +27 New
PWMG
603
Private Wealth Management Group
New Jersey
$3.45K +$3.37K +27 New
WT
604
Washington Trust
Rhode Island
$3.33K
IGWM
605
ICA Group Wealth Management
Colorado
$3.33K +$3.24K +26 New
AssetMark Inc
606
AssetMark Inc
California
$3.2K +$2.99K +24 +2,400%
SRCM
607
Signature Resources Capital Management
California
$3.2K +$3.12K +25 New
BCMLT
608
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.87K
NMM
609
Naples Money Management
Florida
$2.81K +$2.74K +22 New
VAG
610
VisionPoint Advisory Group
Texas
$2.56K -$31.7K -254 -93%
TAM
611
Tucker Asset Management
Colorado
$2.56K
VCM
612
Versant Capital Management
Arizona
$2.43K
DAM
613
Delta Asset Management
Tennessee
$2.3K -$623 -5 -22%
WPA
614
West Paces Advisors
Georgia
$2.05K +$2K +16 New
AW
615
Avion Wealth
Texas
$2K +$997 +8 +80%
FPB
616
First PREMIER Bank
South Dakota
$2K +$2.12K +17 New
PWA
617
Provenance Wealth Advisors
Florida
$1.92K +$125 +1 +7%
MCM
618
MV Capital Management
Maryland
$1.53K +$1.5K +12 New
CTWM
619
Cherry Tree Wealth Management
Minnesota
$1.41K
GWMI
620
Guardian Wealth Management (Illinois)
Illinois
$1.35K
S
621
Sachetta
Massachusetts
$1.28K +$1.25K +10 New
HGERS
622
Householder Group Estate & Retirement Specialist
Arizona
$1K
HDIM
623
Hanson & Doremus Investment Management
Vermont
$1K +$997 +8 New
WIA
624
Wetzel Investment Advisors
Indiana
$1K +$1.37K +11 New
TWP
625
TFO Wealth Partners
Ohio
$895