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1,396 hedge funds and large institutions have $73.1B invested in Boeing in 2015 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 565 increasing their positions, 495 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 63

19% more funds holding in top 10

Funds holding in top 10: 7488 (+14)

14% more repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 495

9% more capital invested

Capital invested by funds: $67.4B → $73.1B (+$5.75B)

5% more funds holding

Funds holding: 1,3241,396 (+72)

0.31% more ownership

Funds ownership: 74.68%74.99% (+0.31%)

32% less call options, than puts

Call options by funds: $1.02B | Put options by funds: $1.49B

Holders
1,396
Holders Change
+72
Holders Change %
+5.44%
% of All Funds
36.61%
Holding in Top 10
88
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+18.92%
% of All Funds
2.31%
New
154
Increased
565
Reduced
495
Closed
63
Calls
$1.02B
Puts
$1.49B
Net Calls
-$471M
Net Calls Change
+$477M
Name Holding Trade Value Shares
Change
Change in
Stake
CSA
701
Cottage Street Advisors
Massachusetts
$1.79M +$1.74M +12,100 New
DP
702
Dearborn Partners
Illinois
$1.78M -$411K -2,857 -19%
OLA
703
Oliver Luxxe Assets
New Jersey
$1.78M +$2.11M +14,671 New
CL
704
CPWM LLC
Washington
$1.76M +$39K +271 +2%
PFS
705
Physicians Financial Services
North Carolina
$1.76M +$1.76M +12,195 New
WPC
706
Waters Parkerson & Co
Louisiana
$1.75M -$36K -250 -2%
WF
707
Welch & Forbes
Massachusetts
$1.75M +$36.3K +252 +2%
SACTSONJ
708
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.74M -$22K -153 -1%
HA
709
Harfst & Associates
Wyoming
$1.72M +$2.02K +14 +0.1%
TCOV
710
Trust Company of Vermont
Vermont
$1.72M +$232K +1,610 +16%
PJSIMP
711
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.71M +$125K +871 +8%
HH
712
Hilltop Holdings
Texas
$1.7M
Robeco Institutional Asset Management
713
Robeco Institutional Asset Management
Netherlands
$1.7M
BSPF
714
British Steel Pension Fund
United Kingdom
$1.69M +$1.69M +11,705 New
RG
715
Rathbones Group
United Kingdom
$1.67M +$257K +1,781 +16%
TIA
716
Trust Investment Advisors
Indiana
$1.67M -$44.6K -310 -3%
Fuller & Thaler Asset Management
717
Fuller & Thaler Asset Management
California
$1.66M -$101K -700 -6%
CC
718
Courier Capital
New York
$1.66M +$43.9K +305 +3%
MYAM
719
Meiji Yasuda Asset Management
Japan
$1.65M +$347K +2,410 +27%
MC
720
Moors & Cabot
Massachusetts
$1.64M +$12.5K +87 +0.8%
W
721
Wealthfront
California
$1.64M +$536K +3,725 +49%
ADL
722
Asset Dedication LLC
California
$1.63M +$1.63M +11,291 New
BPM
723
Bowling Portfolio Management
Ohio
$1.63M -$113K -787 -7%
AP
724
Advisor Partners
California
$1.63M +$370K +2,566 +29%
GS
725
Girard Securities
California
$1.63M +$1.62M +11,245 New

BA Hedge Fund Activity: Q4 2015 in Review

1,396 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q4 2015, worth a combined $73.1B — up 8.5% from $67.4B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new BA positions and 63 closed out — a net gain of 91 holders — while 565 added to existing stakes and 495 trimmed.

The largest buyer was Capital International Investors, adding an estimated $364M. The largest seller was Capital World Investors, cutting an estimated $439M.

  • 1,396 institutional investors held Boeing (BA) as of Q4 2015, up from 1,324 in Q3 2015.
  • Funds reported $73.1B of Boeing stock for Q4 2015, up 8.5% quarter-over-quarter.
  • 154 funds opened new Boeing positions in Q4 2015 and 63 closed out, a net change of +91 holders.
  • The largest Boeing buyer in Q4 2015 was Capital International Investors, an estimated $364M added.
  • The largest Boeing seller in Q4 2015 was Capital World Investors, an estimated $439M sold.

Based on aggregated 13F filings for Q4 2015.