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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
ICAS
726
Investors Capital Advisory Services
Massachusetts
$1.62M -$406K -2,816 -20%
BRWA
727
B. Riley Wealth Advisors
Florida
$1.61M -$4.61K -32 -0.3%
BA
728
Birinyi Associates
Connecticut
$1.6M -$792K -5,500 -33%
SIC
729
SFE Investment Counsel
California
$1.6M -$4.61K -32 -0.3%
WFG
730
Wills Financial Group
Virginia
$1.59M +$751K +5,212 +90%
Nordea Investment Management
731
Nordea Investment Management
Sweden
$1.59M -$562K -3,900 -26%
FNFDCM
732
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.59M -$3.6K -25 -0.2%
CCM
733
Condor Capital Management
New Jersey
$1.59M +$4.32K +30 +0.3%
SCI
734
S&CO Inc
Massachusetts
$1.59M
WA
735
Winfield Associates
Ohio
$1.58M -$14.4K -100 -0.9%
BIM
736
Bridges Investment Management
Nebraska
$1.58M +$43.9K +305 +3%
PRA
737
Parametric Risk Advisors
Connecticut
$1.58M
SSG
738
Summit Securities Group
New York
$1.58M +$576K +4,000 +58%
CBU
739
CIBC Bank USA
Illinois
$1.57M +$41K +285 +3%
EDRE
740
Edmond de Rothschild (Europe)
Luxembourg
$1.57M +$1.44M +9,989 +1,162%
CAM
741
Carret Asset Management
New York
$1.57M -$15.8K -110 -1%
CIM
742
Cetera Investment Management
California
$1.55M +$1.53M +10,647 New
GCAC
743
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.55M -$73K -507 -4%
HDIM
744
Hanson & Doremus Investment Management
Vermont
$1.54M +$25.1K +174 +2%
WCM
745
Wunderlich Capital Managemnt
Tennessee
$1.53M +$26.8K +186 +2%
TCM
746
Tradewinds Capital Management
Washington
$1.52M -$158K -1,096 -9%
BHWM
747
Bar Harbor Wealth Management
New Hampshire
$1.52M +$186K +1,291 +14%
DPIM
748
Duff & Phelps Investment Management
Illinois
$1.52M -$76.3K -530 -5%
FMW
749
Farr Miller & Washington
District of Columbia
$1.51M -$136K -943 -8%
EDRS
750
Edmond de Rothschild (Suisse)
Switzerland
$1.5M -$691K -4,800 -32%

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.