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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
MNBTD
626
Moody National Bank Trust Division
Texas
$3.13M -$4.65K -25 -0.2%
GHA
627
GW Henssler & Associates
Georgia
$3.11M -$113K -607 -4%
IRF
628
IBM Retirement Fund
New York
$3.08M +$1.02M +5,477 +65%
FCM
629
Fairbanks Capital Management
California
$3.06M -$284K -1,524 -9%
PFS
630
Physicians Financial Services
North Carolina
$3.06M -$163K -875 -5%
AssetMark Inc
631
AssetMark Inc
California
$3.04M +$2.07M +11,124 +260%
MC
632
Martin & Co
Tennessee
$3.04M +$8.38K +45 +0.3%
KRSITF
633
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.04M -$5.4K -29 -0.2%
Cetera Investment Advisers
634
Cetera Investment Advisers
Illinois
$2.98M -$4.65K -25 -0.2%
MFP
635
Michael F. Price
$2.97M
AF
636
Ally Financial
Michigan
$2.97M +$2.79M +15,000 New
LPIC
637
LeJeune Puetz Investment Counsel
Michigan
$2.93M -$32.6K -175 -1%
VFA
638
Voya Financial Advisors
Connecticut
$2.88M +$282K +1,517 +12%
BSW
639
Buckingham Strategic Wealth
Missouri
$2.87M +$106K +570 +4%
EDRH
640
Edmond de Rothschild Holding
Switzerland
$2.86M -$2.2M -11,839 -45%
GS
641
Girard Securities
California
$2.85M +$372 +2 +0%
NA
642
Navellier & Associates
Nevada
$2.84M +$2.11M +11,318 +374%
MIFH
643
Migdal Insurance & Financial Holdings
Israel
$2.83M +$604K +3,247 +29%
FCBT
644
First Citizens Bank & Trust
North Carolina
$2.82M -$179K -963 -6%
MFBTD
645
MB Financial Bank - Trust Department
Illinois
$2.81M -$6.56M -35,239 -71%
CGT
646
Capital Guardian Trust
California
$2.81M -$83.2M -446,779 -97%
KCM
647
Kempner Capital Management
Texas
$2.81M -$626K -3,362 -19%
PWLP
648
Prio Wealth Limited Partnership
Massachusetts
$2.8M +$9.31K +50 +0.4%
MLM
649
Mount Lucas Management
Pennsylvania
$2.79M +$24.4K +131 +0.9%
FA
650
FDx Advisors
Illinois
$2.79M -$1.32M -7,111 -34%

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.