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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
BRWA
726
B. Riley Wealth Advisors
Florida
$2.06M -$45.1K -242 -2%
AIM
727
Anchor Investment Management
South Carolina
$2.05M -$11K -59 -0.6%
EHWM
728
Eads & Heald Wealth Management
Georgia
$2.04M -$100K -539 -5%
VNA
729
Valley National Advisers
Pennsylvania
$2.03M -$28.3K -152 -1%
BRC
730
Bell Rock Capital
Delaware
$2.02M +$359K +1,927 +23%
CHJWM
731
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.02M -$20.7K -111 -1%
OMCS
732
Old Mutual Customised Solutions
South Africa
$2M
DP
733
Dearborn Partners
Illinois
$1.99M -$220K -1,180 -10%
TPWA
734
TRUE Private Wealth Advisors
Oregon
$1.99M +$9.87K +53 +0.5%
CCM
735
Condor Capital Management
New Jersey
$1.99M -$19.7K -106 -1%
LCM
736
Lee Capital Management
New York
$1.98M
SCM
737
Southport Capital Management
Tennessee
$1.98M -$260K -1,396 -12%
LMIM
738
Lockheed Martin Investment Management
Maryland
$1.98M
AI
739
Atria Investments
North Carolina
$1.98M +$184K +991 +11%
PAA
740
Peregrine Asset Advisers
Oregon
$1.97M +$577K +3,100 +45%
WCM
741
Wunderlich Capital Managemnt
Tennessee
$1.97M -$78.9K -424 -4%
GS
742
GAM Systematic
United Kingdom
$1.97M +$1.09M +5,878 +145%
CAM
743
Carret Asset Management
New York
$1.94M -$41.9K -225 -2%
GIM
744
Guardian Investment Management
California
$1.94M -$185K -995 -9%
SG
745
StoneX Group
New York
$1.93M +$1.82M +9,777 New
RFM
746
Royal Fund Management
Florida
$1.93M -$77.1K -414 -4%
CBTWT
747
Community Bank & Trust (Waco, Texas)
Texas
$1.92M
Victory Capital Management
748
Victory Capital Management
Texas
$1.91M -$128K -687 -7%
EP
749
Edgestream Partners
New Jersey
$1.91M +$728K +3,913 +68%
GFPC
750
Global Financial Private Capital
Florida
$1.9M +$48.2K +259 +3%

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.