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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
DWT
851
Dorsey & Whitney Trust
South Dakota
$978K +$17K +118 +2%
SCM
852
Southport Capital Management
Tennessee
$972K +$968K +6,724 New
PTC
853
Private Trust Company
Ohio
$970K -$33.8K -235 -3%
LIA
854
LBMC Investment Advisors
Tennessee
$965K +$5.76K +40 +0.6%
HAG
855
HighPoint Advisor Group
Illinois
$962K +$108K +753 +11%
BUB
856
BBVA USA Bancshares
Texas
$954K +$457K +3,174 +93%
BJL
857
Brighton Jones LLC
Washington
$948K +$182K +1,264 +24%
AAM
858
AR Asset Management
California
$947K
HTC
859
Haverford Trust Company
Pennsylvania
$946K +$263K +1,826 +39%
UR
860
USCA RIA
Texas
$944K +$116K +804 +14%
SNT
861
Security National Trust
West Virginia
$943K
YP
862
Yellowstone Partners
Idaho
$937K -$8.93K -62 -0.9%
BB
863
Busey Bank
Illinois
$933K -$193K -1,341 -17%
MCM
864
Manchester Capital Management
Vermont
$926K
VCAM
865
Van Cleef Asset Management
Ohio
$926K +$14.4K +100 +2%
Squarepoint
866
Squarepoint
New York
$919K +$916K +6,359 New
AP
867
Appleton Partners
Massachusetts
$915K +$242K +1,677 +36%
RCAG
868
Rehmann Capital Advisory Group
Michigan
$908K -$31.1K -216 -3%
CBA
869
Coastal Bridge Advisors
Connecticut
$906K +$902K +6,265 New
ST
870
Smithfield Trust
Pennsylvania
$905K -$194K -1,346 -18%
SOAMC
871
Spirit of America Management Corp
New York
$896K
CHAM
872
Clear Harbor Asset Management
Connecticut
$896K +$16.4K +114 +2%
TSWM
873
Triangle Securities Wealth Management
North Carolina
$893K -$6.48K -45 -0.7%
RBC
874
Ronald Blue & Co
Georgia
$892K -$201K -1,393 -18%
CCG
875
Cypress Capital Group
Florida
$892K +$201K +1,395 +29%

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.