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1,318 hedge funds and large institutions have $60.3B invested in Boeing in 2016 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 465 increasing their positions, 565 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 75

0.13% less ownership

Funds ownership: 74.01%73.87% (-0.13%)

0% less funds holding

Funds holding: 1,3211,318 (-3)

2% less capital invested

Capital invested by funds: $61.3B → $60.3B (-$933M)

14% less funds holding in top 10

Funds holding in top 10: 5850 (-8)

18% less repeat investments, than reductions

Existing positions increased: 465 | Existing positions reduced: 565

20% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.42B

Holders
1,318
Holders Change
-3
Holders Change %
-0.23%
% of All Funds
35.16%
Holding in Top 10
50
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.79%
% of All Funds
1.33%
New
88
Increased
465
Reduced
565
Closed
75
Calls
$1.13B
Puts
$1.42B
Net Calls
-$289M
Net Calls Change
+$205M
Name Holding Trade Value Shares
Change
Change in
Stake
EIA
326
Edgemoor Investment Advisors
Maryland
$7.91M +$564K +4,279 +8%
PPCM
327
Pillar Pacific Capital Management
California
$7.85M +$1.32K +10 +0%
JC
328
Jacobs & Co
California
$7.73M +$180K +1,363 +2%
Mirae Asset Global Investments
329
Mirae Asset Global Investments
South Korea
$7.72M +$1.19M +9,050 +18%
SBIA
330
Sheaff Brock Investment Advisors
Indiana
$7.71M -$579K -4,398 -7%
KPCM
331
Kings Point Capital Management
New York
$7.7M -$896K -6,798 -10%
SAM
332
Securian Asset Management
Minnesota
$7.63M -$174K -1,318 -2%
SCM
333
Stevens Capital Management
Pennsylvania
$7.63M +$5.12M +38,851 +204%
CWM
334
CIBC World Markets
New York
$7.6M -$4.74M -35,994 -38%
CA
335
CapWealth Advisors
Tennessee
$7.6M -$106K -807 -1%
SLAM
336
Swiss Life Asset Management
$7.57M -$261K -1,983 -3%
NMIMC
337
Northwestern Mutual Investment Management Company
Wisconsin
$7.56M +$4.55M +34,550 +151%
CG
338
Colony Group
Massachusetts
$7.54M -$5.87M -44,575 -44%
WTC
339
WhitTier Trust Company
Nevada
$7.54M +$160K +1,213 +2%
TAF
340
Tredje AP-fonden
Sweden
$7.51M -$1.22M -9,283 -14%
IRF
341
IBM Retirement Fund
New York
$7.42M -$2.96M -22,481 -29%
GL
342
Globe Life
Texas
$7.39M
SW
343
SVB Wealth
Massachusetts
$7.37M -$1.27M -9,662 -15%
WAM
344
World Asset Management
Michigan
$7.32M -$90.4K -686 -1%
PCM
345
Palouse Capital Management
Washington
$7.3M -$98.5K -748 -1%
FCBT
346
First Citizens Bank & Trust
North Carolina
$7.25M +$1.09M +8,299 +18%
Twin Tree Management
347
Twin Tree Management
Texas
$7.15M +$3.23M +24,530 +82%
CIBC Asset Management
348
CIBC Asset Management
Ontario, Canada
$7.1M -$760K -5,769 -10%
WIC
349
Willis Investment Counsel
Georgia
$7.04M +$962K +7,300 +16%
FNBT
350
FineMark National Bank & Trust
Florida
$7.02M +$88.8K +674 +1%

BA Hedge Fund Activity: Q3 2016 in Review

1,318 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q3 2016, worth a combined $60.3B — down 1.5% from $61.3B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new BA positions and 75 closed out — a net gain of 13 holders — while 465 added to existing stakes and 565 trimmed.

The largest buyer was Capital World Investors, adding an estimated $361M. The largest seller was UBS Group, cutting an estimated $438M.

  • 1,318 institutional investors held Boeing (BA) as of Q3 2016, down from 1,321 in Q2 2016.
  • Funds reported $60.3B of Boeing stock for Q3 2016, down 1.5% quarter-over-quarter.
  • 88 funds opened new Boeing positions in Q3 2016 and 75 closed out, a net change of +13 holders.
  • The largest Boeing buyer in Q3 2016 was Capital World Investors, an estimated $361M added.
  • The largest Boeing seller in Q3 2016 was UBS Group, an estimated $438M sold.

Based on aggregated 13F filings for Q3 2016.