Boeing
1,353 hedge funds and large institutions have $60.9B invested in Boeing in 2016 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 562 increasing their positions, 537 reducing their positions, and 130 closing their positions.
2.46% more ownership
Funds ownership: 74.99% → 77.45% (+2.5%)
5% more repeat investments, than reductions
Existing positions increased: 562 | Existing positions reduced: 537
3% less funds holding
Funds holding: 1,396 → 1,353 (-43)
17% less capital invested
Capital invested by funds: $73.1B → $60.9B (-$12.2B)
21% less first-time investments, than exits
New positions opened: 103 | Existing positions closed: 130
28% less funds holding in top 10
Funds holding in top 10: 88 → 63 (-25)
45% less call options, than puts
Call options by funds: $965M | Put options by funds: $1.76B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$2.32B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.39B |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$396M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$246M |
| 5 |
ETC
Evercore Trust Company
New York
|
+$168M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.09B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$479M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$365M |
| 4 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$260M |
| 5 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$217M |
BA Hedge Fund Activity: Q1 2016 in Review
1,353 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2016, worth a combined $60.9B — down 17% from $73.1B a quarter earlier.
Sellers outnumbered buyers: 130 funds closed out of BA and 103 opened new positions — a net loss of 27 holders — while 537 trimmed existing stakes and 562 added.
The largest buyer was Royal London Asset Management, adding an estimated $2.32B. The largest seller was Fidelity Investments, cutting an estimated $1.09B.
- 1,353 institutional investors held Boeing (BA) as of Q1 2016, down from 1,396 in Q4 2015.
- Funds reported $60.9B of Boeing stock for Q1 2016, down 17% quarter-over-quarter.
- 103 funds opened new Boeing positions in Q1 2016 and 130 closed out, a net change of -27 holders.
- The largest Boeing buyer in Q1 2016 was Royal London Asset Management, an estimated $2.32B added.
- The largest Boeing seller in Q1 2016 was Fidelity Investments, an estimated $1.09B sold.
Based on aggregated 13F filings for Q1 2016.