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1,396 hedge funds and large institutions have $73.1B invested in Boeing in 2015 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 565 increasing their positions, 495 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 63

19% more funds holding in top 10

Funds holding in top 10: 7488 (+14)

14% more repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 495

9% more capital invested

Capital invested by funds: $67.4B → $73.1B (+$5.75B)

5% more funds holding

Funds holding: 1,3241,396 (+72)

0.31% more ownership

Funds ownership: 74.68%74.99% (+0.31%)

32% less call options, than puts

Call options by funds: $1.02B | Put options by funds: $1.49B

Holders
1,396
Holders Change
+72
Holders Change %
+5.44%
% of All Funds
36.61%
Holding in Top 10
88
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+18.92%
% of All Funds
2.31%
New
154
Increased
565
Reduced
495
Closed
63
Calls
$1.02B
Puts
$1.49B
Net Calls
-$471M
Net Calls Change
+$477M
Name Holding Trade Value Shares
Change
Change in
Stake
RMA
251
Roffman Miller Associates
Pennsylvania
$17.2M +$238K +1,652 +1%
WBC
252
Westpac Banking Corp
Australia
$17.1M +$7.98M +55,380 +88%
PVH
253
Psagot Value Holdings
Israel
$16.5M +$12.5M +86,891 +319%
DCM
254
Dupont Capital Management
Delaware
$16.4M +$8.89M +61,730 +119%
BG
255
Bollard Group
Massachusetts
$16.1M +$92K +639 +0.6%
BAPIM
256
British Airways Pensions Investment Management
United Kingdom
$16.1M
MWAC
257
Mariner Wealth Advisors (Cincinnati)
Ohio
$16.1M +$16M +111,166 New
PA
258
Pinnacle Associates
New York
$16.1M +$258K +1,793 +2%
AL
259
AJO LP
Pennsylvania
$16M -$1.94M -13,473 -11%
SW
260
SVB Wealth
Massachusetts
$15.9M +$2.67M +18,520 +20%
NB
261
Norinchukin Bank
Japan
$15.8M +$1.75M +12,177 +13%
Creative Planning
262
Creative Planning
Kansas
$15.7M +$2.46M +17,084 +19%
FFA
263
First Foundation Advisors
California
$15.5M +$1.76M +12,227 +13%
UIM
264
USS Investment Management
United Kingdom
$15.4M +$6.11M +42,400 +66%
LS
265
Livforsakringsbolaget Skandia
Sweden
$15.4M +$4.48M +31,100 +41%
CCM
266
Cadence Capital Management
Massachusetts
$15.4M -$1.14M -7,922 -7%
FFWA
267
FRG Family Wealth Advisors
Washington
$15.3M +$15.3M +106,046 New
Fiera Capital (Canada)
268
Fiera Capital (Canada)
Quebec, Canada
$15.2M +$13.8M +95,700 +981%
Zurich Cantonal Bank
269
Zurich Cantonal Bank
Switzerland
$15.2M +$5.16M +35,849 +52%
BSA
270
Braun Stacey Associates
New York
$15.1M +$154K +1,066 +1%
MFBTD
271
MB Financial Bank - Trust Department
Illinois
$15M +$1.08M +7,508 +8%
PI
272
PineBridge Investments
New York
$15M -$103K -717 -0.7%
CG
273
Colony Group
Massachusetts
$14.9M +$139K +967 +0.9%
MCM
274
MAI Capital Management
Ohio
$14.8M -$466K -3,236 -3%
HIMC
275
Heritage Investors Management Corp
Maryland
$14.8M -$216K -1,501 -1%

BA Hedge Fund Activity: Q4 2015 in Review

1,396 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q4 2015, worth a combined $73.1B — up 8.5% from $67.4B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new BA positions and 63 closed out — a net gain of 91 holders — while 565 added to existing stakes and 495 trimmed.

The largest buyer was Capital International Investors, adding an estimated $364M. The largest seller was Capital World Investors, cutting an estimated $439M.

  • 1,396 institutional investors held Boeing (BA) as of Q4 2015, up from 1,324 in Q3 2015.
  • Funds reported $73.1B of Boeing stock for Q4 2015, up 8.5% quarter-over-quarter.
  • 154 funds opened new Boeing positions in Q4 2015 and 63 closed out, a net change of +91 holders.
  • The largest Boeing buyer in Q4 2015 was Capital International Investors, an estimated $364M added.
  • The largest Boeing seller in Q4 2015 was Capital World Investors, an estimated $439M sold.

Based on aggregated 13F filings for Q4 2015.