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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
GA
26
Greenhaven Associates
New York
$555M -$4.74M -25,445 -0.9%
American Century Companies
27
American Century Companies
Missouri
$532M -$36.5M -196,076 -7%
AQR Capital Management
28
AQR Capital Management
Connecticut
$501M -$17.7M -95,113 -4%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$493M -$88.3M -474,172 -16%
UBS Group
30
UBS Group
Switzerland
$457M -$32.4M -174,001 -7%
Invesco
31
Invesco
Georgia
$457M +$4.51M +24,199 +1%
Deutsche Bank
32
Deutsche Bank
Germany
$431M -$107M -573,752 -21%
Swiss National Bank
33
Swiss National Bank
Switzerland
$420M +$9.03M +48,500 +2%
JP Morgan Chase
34
JP Morgan Chase
New York
$416M +$155M +833,013 +65%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$394M +$8.55M +45,941 +2%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$386M +$26.9M +144,427 +8%
VVP
37
Vulcan Value Partners
Alabama
$367M +$38.5M +206,938 +13%
UBS AM
38
UBS AM
Illinois
$340M +$6.11M +32,805 +2%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$309M -$12.6M -67,910 -4%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$304M -$10.6M -56,901 -4%
Citadel Advisors
41
Citadel Advisors
Florida
$291M +$263M +1,413,592 +2,458%
Principal Financial Group
42
Principal Financial Group
Iowa
$285M +$105M +561,343 +64%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$282M +$5.67M +30,471 +2%
Franklin Resources
44
Franklin Resources
California
$278M +$13.2M +70,669 +5%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$277M +$5.62M +30,200 +2%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$263M +$82.6M +443,850 +50%
PAM
47
Panagora Asset Management
Massachusetts
$260M +$1.72M +9,259 +0.7%
PPA
48
Parametric Portfolio Associates
Washington
$240M +$30.8M +165,652 +16%
EVM
49
Eaton Vance Management
Massachusetts
$237M +$3.08M +16,544 +1%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$232M -$1.86M -9,984 -0.8%

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.