Boeing
1,431 hedge funds and large institutions have $70.7B invested in Boeing in 2016 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 457 increasing their positions, 605 reducing their positions, and 72 closing their positions.
189% more first-time investments, than exits
New positions opened: 208 | Existing positions closed: 72
56% more funds holding in top 10
Funds holding in top 10: 50 → 78 (+28)
17% more capital invested
Capital invested by funds: $60.3B → $70.7B (+$10.4B)
9% more funds holding
Funds holding: 1,317 → 1,431 (+114)
0.31% less ownership
Funds ownership: 73.87% → 73.56% (-0.31%)
24% less repeat investments, than reductions
Existing positions increased: 457 | Existing positions reduced: 605
31% less call options, than puts
Call options by funds: $1.33B | Put options by funds: $1.93B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
+$460M |
| 2 |
State Street
Boston,
Massachusetts
|
+$193M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$183M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$175M |
| 5 |
GA
Greenhaven Associates
Purchase,
New York
|
+$162M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Evercore Trust Company
New York
|
-$638M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$234M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$168M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$151M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$149M |
BA Hedge Fund Activity: Q4 2016 in Review
1,431 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q4 2016, worth a combined $70.7B — up 17% from $60.3B a quarter earlier.
Buyers outnumbered sellers: 208 funds opened new BA positions and 72 closed out — a net gain of 136 holders — while 457 added to existing stakes and 605 trimmed.
The largest buyer was American International Group, adding an estimated $460M. The largest seller was Evercore Trust Company, cutting an estimated $638M.
- 1,431 institutional investors held Boeing (BA) as of Q4 2016, up from 1,317 in Q3 2016.
- Funds reported $70.7B of Boeing stock for Q4 2016, up 17% quarter-over-quarter.
- 208 funds opened new Boeing positions in Q4 2016 and 72 closed out, a net change of +136 holders.
- The largest Boeing buyer in Q4 2016 was American International Group, an estimated $460M added.
- The largest Boeing seller in Q4 2016 was Evercore Trust Company, an estimated $638M sold.
Based on aggregated 13F filings for Q4 2016.