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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
EGA
776
E&G Advisors
Texas
$1.38M -$308K -2,140 -18%
LA
777
Lynch & Associates
Indiana
$1.37M +$32.4K +225 +2%
MFIMFI
778
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.37M -$2.88K -20 -0.2%
Nomura Holdings
779
Nomura Holdings
Japan
$1.36M -$10M -69,639 -88%
PPSG
780
Princeton Portfolio Strategies Group
New Jersey
$1.36M +$159K +1,105 +13%
PMG
781
ProVise Management Group
Florida
$1.36M +$115K +800 +9%
WPP
782
Whalerock Point Partners
Rhode Island
$1.34M -$42.6K -296 -3%
HB
783
Homrich & Berg
Georgia
$1.33M +$131K +908 +11%
SI
784
SII Investments
Wisconsin
$1.33M +$8.93K +62 +0.7%
CIA
785
Capital Investment Advisors
Georgia
$1.32M -$58.5K -406 -4%
FCFC
786
First Commonwealth Financial Corp
Pennsylvania
$1.32M +$102K +710 +8%
NERM
787
New England Research & Management
Illinois
$1.29M +$374K +2,600 +41%
VIA
788
Vantage Investment Advisors
Pennsylvania
$1.29M +$337K +2,338 +36%
HPC
789
HM Payson & Co
Maine
$1.28M +$9.36K +65 +0.7%
NFG
790
Next Financial Group
Texas
$1.27M -$147K -1,021 -10%
SGA
791
Strategic Global Advisors
California
$1.27M +$193K +1,340 +18%
DRS
792
Deane Retirement Strategies
Louisiana
$1.27M +$7.49K +52 +0.6%
FWM
793
Frontier Wealth Management
Missouri
$1.27M +$208K +1,443 +20%
JIC
794
Johnson Investment Counsel
Ohio
$1.25M +$42.2K +293 +4%
SLF
795
Sun Life Financial
Ontario, Canada
$1.24M -$401K -2,782 -24%
LWCFA
796
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.23M +$155K +1,079 +15%
IAM
797
Integre Asset Management
New York
$1.22M
WAM
798
Wealthspire Advisors (Maryland)
Maryland
$1.21M +$1.2M +8,356 New
WSFS
799
Wilmington Savings Fund Society
Delaware
$1.21M +$50.4K +350 +4%
IAMOG
800
Investors Asset Management of Georgia
Georgia
$1.21M -$14.4K -100 -1%

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.