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1,322 hedge funds and large institutions have $61.3B invested in Boeing in 2016 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 461 increasing their positions, 614 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $60.9B → $61.3B (+$360M)

2% less funds holding

Funds holding: 1,3531,322 (-31)

3.44% less ownership

Funds ownership: 77.45%74.01% (-3.4%)

8% less funds holding in top 10

Funds holding in top 10: 6358 (-5)

15% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 94

25% less repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 614

33% less call options, than puts

Call options by funds: $986M | Put options by funds: $1.48B

Holders
1,322
Holders Change
-31
Holders Change %
-2.29%
% of All Funds
35.26%
Holding in Top 10
58
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.94%
% of All Funds
1.55%
New
80
Increased
461
Reduced
614
Closed
94
Calls
$986M
Puts
$1.48B
Net Calls
-$494M
Net Calls Change
+$301M
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
26
Vulcan Value Partners
Alabama
$380M -$125M -957,539 -25%
TCIM
27
TIAA CREF Investment Management
New York
$356M -$34.6M -265,250 -9%
LSV Asset Management
28
LSV Asset Management
Illinois
$343M +$10M +76,914 +3%
Legal & General Group
29
Legal & General Group
United Kingdom
$326M -$4.85M -37,242 -1%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$316M -$3.29M -25,271 -1%
Charles Schwab
31
Charles Schwab
California
$316M +$11.5M +88,328 +4%
Invesco
32
Invesco
Georgia
$307M +$30M +229,904 +11%
UBS AM
33
UBS AM
Illinois
$279M -$9.98M -76,586 -3%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$265M -$39.3M -301,756 -13%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$246M -$335K -2,570 -0.1%
EIP
36
Epoch Investment Partners
New York
$242M -$9.2M -70,568 -4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$235M -$17.5M -134,492 -7%
Primecap Management
38
Primecap Management
California
$235M -$4.94M -37,875 -2%
Swiss National Bank
39
Swiss National Bank
Switzerland
$229M +$14.4M +110,700 +7%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$216M -$18.7M -143,257 -8%
RL
41
Ruffer LLP
United Kingdom
$209M -$183M -1,406,796 -47%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$201M -$13.7M -105,400 -6%
CS
43
Credit Suisse
Switzerland
$197M +$1.31M +10,071 +0.7%
Franklin Resources
44
Franklin Resources
California
$194M -$445M -3,412,607 -70%
AllianceBernstein
45
AllianceBernstein
Tennessee
$192M +$22.5M +172,850 +13%
Barclays
46
Barclays
United Kingdom
$191M +$19.9M +152,534 +12%
BIM
47
BlackRock Investment Management
Delaware
$182M -$8.24M -63,222 -4%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$177M -$4.1M -31,439 -2%
Prudential Financial
49
Prudential Financial
New Jersey
$176M +$73.1M +560,505 +71%
BlackRock
50
BlackRock
New York
$174M +$3.4M +26,047 +2%

BA Hedge Fund Activity: Q2 2016 in Review

1,322 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q2 2016, worth a combined $61.3B — up 0.59% from $60.9B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of BA and 80 opened new positions — a net loss of 14 holders — while 614 trimmed existing stakes and 461 added.

The largest buyer was Wellington Management Group, adding an estimated $636M. The largest seller was Royal London Asset Management, cutting an estimated $2.44B.

  • 1,322 institutional investors held Boeing (BA) as of Q2 2016, down from 1,353 in Q1 2016.
  • Funds reported $61.3B of Boeing stock for Q2 2016, up 0.59% quarter-over-quarter.
  • 80 funds opened new Boeing positions in Q2 2016 and 94 closed out, a net change of -14 holders.
  • The largest Boeing buyer in Q2 2016 was Wellington Management Group, an estimated $636M added.
  • The largest Boeing seller in Q2 2016 was Royal London Asset Management, an estimated $2.44B sold.

Based on aggregated 13F filings for Q2 2016.