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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
BlackRock
51
BlackRock
New York
$217M +$645K +4,477 +0.3%
MCM
52
Marsico Capital Management
Colorado
$217M -$146M -1,011,829 -40%
Wellington Management Group
53
Wellington Management Group
Massachusetts
$215M -$19.5M -135,472 -8%
JP Morgan Chase
54
JP Morgan Chase
New York
$214M -$9.52M -66,096 -4%
CS
55
Credit Suisse
Switzerland
$213M +$676K +4,691 +0.3%
AllianceBernstein
56
AllianceBernstein
Tennessee
$200M -$54.9M -381,339 -22%
EVM
57
Eaton Vance Management
Massachusetts
$198M +$2.72M +18,913 +1%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$189M -$4.34M -30,143 -2%
Credit Agricole
59
Credit Agricole
France
$189M +$25.4M +176,510 +16%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$186M -$6.56M -45,536 -3%
BIM
61
BlackRock Investment Management
Delaware
$186M -$865K -6,006 -0.5%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$185M +$2.94M +20,440 +2%
FAM
63
Fred Alger Management
New York
$184M +$106M +736,532 +137%
Principal Financial Group
64
Principal Financial Group
Iowa
$181M +$42.1M +292,086 +30%
Allianz Asset Management
65
Allianz Asset Management
Germany
$181M +$13.4M +92,737 +8%
Barclays
66
Barclays
United Kingdom
$180M +$17.1M +119,028 +11%
Dimensional Fund Advisors
67
Dimensional Fund Advisors
Texas
$180M +$10.8M +74,872 +6%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$177M -$524K -3,635 -0.3%
Hotchkis & Wiley Capital Management
69
Hotchkis & Wiley Capital Management
California
$176M -$71.1M -493,738 -29%
Schroder Investment Management Group
70
Schroder Investment Management Group
United Kingdom
$174M +$32M +222,434 +23%
APG Asset Management
71
APG Asset Management
Netherlands
$172M -$15.5M -107,294 -8%
Swiss National Bank
72
Swiss National Bank
Switzerland
$170M -$10.3M -71,600 -6%
PPA
73
Parametric Portfolio Associates
Washington
$165M +$17.1M +118,497 +12%
SO
74
STRS Ohio
Ohio
$163M +$276K +1,914 +0.2%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$162M +$11.5M +79,914 +8%

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.