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1,547 hedge funds and large institutions have $84.6B invested in Boeing in 2017 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 534 increasing their positions, 662 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 65

8% more capital invested

Capital invested by funds: $78.1B → $84.6B (+$6.46B)

6% more funds holding in top 10

Funds holding in top 10: 94100 (+6)

2% more funds holding

Funds holding: 1,5141,547 (+33)

1.78% less ownership

Funds ownership: 72.58%70.81% (-1.8%)

19% less repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 662

44% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.87B

Holders
1,547
Holders Change
+33
Holders Change %
+2.18%
% of All Funds
38.57%
Holding in Top 10
100
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.38%
% of All Funds
2.49%
New
114
Increased
534
Reduced
662
Closed
65
Calls
$1.05B
Puts
$1.87B
Net Calls
-$815M
Net Calls Change
-$262M
Name Holding Trade Value Shares
Change
Change in
Stake
DLCIG
426
D.L. Carlson Investment Group
New Hampshire
$7.11M +$1.15M +6,157 +21%
1IA
427
1834 Investment Advisors
Wisconsin
$7.06M -$412K -2,211 -6%
RAM
428
Roanoke Asset Management
New Jersey
$7.05M -$322K -1,730 -5%
UFF
429
USA Financial Formulas
Michigan
$7.04M -$1.66M -8,912 -20%
BFIM
430
Beese Fulmer Investment Management
Ohio
$7.01M -$187K -1,002 -3%
Skandinaviska Enskilda Banken (SEB)
431
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.98M -$242K -1,300 -4%
PCMI
432
Princeton Capital Management Inc
New Jersey
$6.93M -$315K -1,694 -5%
SFS
433
Sowell Financial Services
Arkansas
$6.91M +$602K +3,231 +13%
MPM
434
Meritage Portfolio Management
Kansas
$6.89M -$66.1K -355 -1%
LSERS
435
Louisiana State Employees Retirement System
Louisiana
$6.88M -$37.2K -200 -0.6%
VKH
436
Virtu KCG Holdings
New York
$6.88M +$1.36M +7,302 +27%
BC
437
Burney Company
Virginia
$6.85M +$193K +1,039 +3%
Brown Advisory
438
Brown Advisory
Maryland
$6.85M -$782K -4,198 -11%
SW
439
SVB Wealth
Massachusetts
$6.83M -$1.86M -9,970 -22%
BPM
440
Bowling Portfolio Management
Ohio
$6.77M +$5.03M +26,999 +373%
CCM
441
Crossvault Capital Management
Texas
$6.76M +$358K +1,925 +6%
FNT
442
First National Trust
Pennsylvania
$6.75M -$105K -562 -2%
CCM
443
Copeland Capital Management
Pennsylvania
$6.75M -$298K -1,602 -4%
MA
444
Montag & Associates
Georgia
$6.72M -$776K -4,169 -11%
MERSOM
445
Municipal Employees' Retirement System of Michigan
Michigan
$6.68M +$2.82M +15,170 +81%
III
446
Independent Investors Inc
New York
$6.63M -$149K -800 -2%
SIM
447
Sentry Investment Management
Wisconsin
$6.56M -$1.86M -9,982 -23%
EFS
448
Essex Financial Services
Connecticut
$6.54M +$386K +2,075 +7%
AT
449
Argent Trust
Texas
$6.5M -$590K -3,170 -9%
RIG
450
Renaissance Investment Group
Massachusetts
$6.5M -$94.9K -510 -2%

BA Hedge Fund Activity: Q2 2017 in Review

1,547 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q2 2017, worth a combined $84.6B — up 8.3% from $78.1B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new BA positions and 65 closed out — a net gain of 49 holders — while 534 added to existing stakes and 662 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $903M. The largest seller was Capital World Investors, cutting an estimated $832M.

  • 1,547 institutional investors held Boeing (BA) as of Q2 2017, up from 1,514 in Q1 2017.
  • Funds reported $84.6B of Boeing stock for Q2 2017, up 8.3% quarter-over-quarter.
  • 114 funds opened new Boeing positions in Q2 2017 and 65 closed out, a net change of +49 holders.
  • The largest Boeing buyer in Q2 2017 was Janus Henderson Group, an estimated $903M added.
  • The largest Boeing seller in Q2 2017 was Capital World Investors, an estimated $832M sold.

Based on aggregated 13F filings for Q2 2017.