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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
HFM
801
Hartford Financial Management
Connecticut
$1.2M -$13K -90 -1%
CIM
802
CIM Investment Management
Pennsylvania
$1.19M
LNC
803
Lincoln National Corp
Pennsylvania
$1.19M +$82.5K +573 +7%
AFP
804
Ausdal Financial Partners
Iowa
$1.18M +$1.18M +8,168 New
SWP
805
Stratos Wealth Partners
Ohio
$1.18M +$1.17M +8,126 New
BIM
806
BRC Investment Management
Colorado
$1.17M -$6.48K -45 -0.6%
WF
807
WealthTrust Fairport
Ohio
$1.17M +$144 +1 +0%
MAM
808
Mizuho Asset Management
Japan
$1.17M +$133K +920 +13%
ASN
809
Advisory Services Network
Georgia
$1.16M +$413K +2,869 +55%
OTPPB
810
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.15M -$7.46M -51,782 -87%
SGAM
811
Steinberg Global Asset Management
Florida
$1.14M -$9.07K -63 -0.8%
VWM
812
Valley Wealth Managers
New Jersey
$1.14M +$1.14M +7,900 New
HK
813
Horizon Kinetics
New York
$1.14M
CNAM
814
Campbell Newman Asset Management
Wisconsin
$1.13M -$37.9K -263 -3%
MSFP
815
Mark Sheptoff Financial Planning
Connecticut
$1.12M +$205K +1,424 +22%
ACP
816
Ashfield Capital Partners
California
$1.12M
VFA
817
Voya Financial Advisors
Connecticut
$1.12M +$55.2K +383 +5%
CT
818
Cambridge Trust
Massachusetts
$1.12M -$14K -97 -1%
LCM
819
Logan Capital Management
Pennsylvania
$1.12M
NSAM
820
North Star Asset Management
Wisconsin
$1.11M
EWM
821
Edge Wealth Management
New York
$1.11M -$49.7K -345 -4%
AWM
822
Avior Wealth Management
Nebraska
$1.1M +$53K +368 +5%
FAG
823
Financial Advisory Group
Texas
$1.1M
FTIOP
824
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.09M +$6.91K +48 +0.6%
DBIA
825
Dumont & Blake Investment Advisors
New Jersey
$1.09M +$10.1K +70 +0.9%

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.