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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
TRSOTSOK
301
Teachers Retirement System of the State of Kentucky
Kentucky
$12.3M -$663K -4,600 -5%
AC
302
Allstate Corporation
Illinois
$12.3M +$11.2M +77,878 +1,065%
MOACM
303
Mutual of America Capital Management
New York
$12.3M -$98.2K -682 -0.8%
NG
304
NatWest Group
United Kingdom
$12.2M -$14.5M -100,923 -54%
ZA
305
Zweig Advisers
Connecticut
$12.1M
MHC
306
Meyer Handelman Company
New York
$12M -$108K -750 -0.9%
MSA
307
Mason Street Advisors
Wisconsin
$11.9M -$52.9K -367 -0.4%
GLA
308
Great Lakes Advisors
Illinois
$11.8M +$231K +1,605 +2%
CFG
309
Citizens Financial Group
Rhode Island
$11.8M +$11.3M +78,402 New
RIL
310
Rothschild Investment LLC
Illinois
$11.7M -$42.6K -296 -0.4%
B
311
Barings
North Carolina
$11.7M +$1.3M +9,040 +13%
CSIC
312
Clifford Swan Investment Counsel
California
$11.7M -$629K -4,367 -5%
CTI
313
Community Trust & Investment
Kentucky
$11.7M +$696K +4,834 +6%
DWA
314
Douglass Winthrop Advisors
New York
$11.6M +$3.48M +24,195 +43%
UCFA
315
United Capital Financial Advisors
Texas
$11.6M +$1.05M +7,316 +10%
ELC
316
Edgar Lomax Company
Virginia
$11.5M +$2.88M +20,000 +34%
OC
317
Oppenheimer & Co
New York
$11.2M -$627K -4,353 -5%
VFAM
318
Valley Forge Asset Management
Pennsylvania
$11.2M -$655K -4,548 -6%
AFG
319
Albion Financial Group
Utah
$11.2M -$87.7K -609 -0.8%
LTFS
320
Ladenburg Thalmann Financial Services
Florida
$11.1M -$2.11M -14,616 -16%
UFG
321
United Fire Group
Iowa
$10.8M
BPB
322
Badgley, Phelps & Bell
Washington
$10.8M -$47.4K -329 -0.4%
VRS
323
Virginia Retirement Systems
Virginia
$10.8M +$517K +3,589 +5%
SMDAM
324
Sumitomo Mitsui DS Asset Management
Japan
$10.8M -$621K -4,309 -5%
ABC
325
Associated Banc-Corp
Wisconsin
$10.7M -$14K -97 -0.1%

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.