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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
AAM
851
AR Asset Management
California
$1.35M
OWD
852
Osborn Williams & Donohoe
Ohio
$1.35M +$42.8K +230 +3%
BJL
853
Brighton Jones LLC
Washington
$1.35M +$68.3K +367 +6%
ACI
854
Alpha Cubed Investments
California
$1.34M +$668K +3,587 +112%
IH
855
IFC Holdings
Florida
$1.34M -$274K -1,474 -18%
HCA
856
Harbour Capital Advisors
Virginia
$1.34M -$71.7K -385 -5%
WJA
857
Williams Jones & Associates
New York
$1.33M +$54.2K +291 +5%
SC
858
Savant Capital
Illinois
$1.33M -$43.9K -236 -3%
HSA
859
HBK Sorce Advisory
Pennsylvania
$1.33M +$1.25M +6,712 New
CWM
860
Connecticut Wealth Management
Connecticut
$1.32M -$93.1K -500 -7%
ITIM
861
Indiana Trust & Investment Management
Indiana
$1.31M +$6.7K +36 +0.5%
WAM
862
Wealthspire Advisors (Maryland)
Maryland
$1.3M -$73.7K -396 -6%
ZCA
863
Zeke Capital Advisors
Pennsylvania
$1.3M +$238K +1,277 +24%
CAM
864
Cypress Asset Management
Texas
$1.29M +$781K +4,195 +179%
GT
865
Glenview Trust
Kentucky
$1.29M -$9.31K -50 -0.8%
GAMC
866
Garner Asset Management Corp
Texas
$1.29M +$1.21M +6,522 New
CT
867
Cambridge Trust
Massachusetts
$1.28M -$433K -2,325 -26%
DPIM
868
Duff & Phelps Investment Management
Illinois
$1.28M -$85.6K -460 -7%
SCM
869
Sterneck Capital Management
Missouri
$1.27M -$825K -4,430 -41%
KF
870
Krilogy Financial
Missouri
$1.27M -$20.7K -111 -2%
SCM
871
SOL Capital Management
Maryland
$1.26M -$37.2K -200 -3%
HTC
872
Haverford Trust Company
Pennsylvania
$1.25M +$151K +812 +15%
AP
873
Appleton Partners
Massachusetts
$1.24M +$182K +977 +18%
TW
874
Transform Wealth
Colorado
$1.23M +$1.16M +6,223 New
FSA
875
Franklin Street Advisors
North Carolina
$1.22M

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.