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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
JHIU
26
Janus Henderson Investors US
Colorado
$536M +$24M +166,631 +5%
EIP
27
Epoch Investment Partners
New York
$454M -$38.2M -265,371 -8%
Deutsche Bank
28
Deutsche Bank
Germany
$450M +$18.3M +126,843 +4%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$434M +$68M +472,410 +19%
Franklin Resources
30
Franklin Resources
California
$422M -$75.7M -525,618 -15%
RL
31
Ruffer LLP
United Kingdom
$394M +$84.4M +586,139 +27%
LTI
32
Laffer Tengler Investments
Tennessee
$390M
VVP
33
Vulcan Value Partners
Alabama
$381M +$849K +5,897 +0.2%
Legal & General Group
34
Legal & General Group
United Kingdom
$370M +$3.23M +22,404 +0.9%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$350M +$137M +951,805 +65%
UBS AM
36
UBS AM
Illinois
$335M -$46.3M -321,584 -12%
IC
37
Institutional Capital
Illinois
$323M -$68.3M -474,491 -18%
Charles Schwab
38
Charles Schwab
California
$321M +$23.9M +165,682 +8%
Invesco
39
Invesco
Georgia
$312M -$11.3M -78,706 -4%
Primecap Management
40
Primecap Management
California
$293M -$1.04M -7,200 -0.4%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$278M -$8.08M -56,093 -3%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$273M -$3.73M -25,883 -1%
LSV Asset Management
43
LSV Asset Management
Illinois
$268M +$19.2M +133,403 +8%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$267M -$2.74M -19,047 -1%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$264M +$1.12M +7,800 +0.4%
ACM
46
Americafirst Capital Management
California
$260M +$259K +1,800 New
TD Asset Management
47
TD Asset Management
Ontario, Canada
$260M -$17.4M -120,871 -6%
IGIM
48
I.G. Investment Management
Manitoba, Canada
$240M +$8.4M +58,304 +4%
Adage Capital Partners
49
Adage Capital Partners
Massachusetts
$231M -$43.3M -300,857 -16%
ClearBridge Investments
50
ClearBridge Investments
New York
$223M -$4.08M -28,329 -2%

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.