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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
CT
876
Chicago Trust
Illinois
$890K +$3.6K +25 +0.4%
FHC
877
First Houston Capital
Texas
$882K +$879K +6,100 New
FFC
878
First Financial Corp
Indiana
$877K
BEAM
879
Baker Ellis Asset Management
Washington
$871K +$28.8K +200 +3%
CCA
880
Checchi Capital Advisers
California
$865K +$109K +755 +14%
DAC
881
Dividend Assets Capital
South Carolina
$862K -$62.7K -435 -7%
PFPT
882
Pinnacle Financial Partners (Tennessee)
Tennessee
$861K +$51.3K +356 +6%
AB
883
AT Bancorp
Iowa
$858K
AAS
884
Annex Advisory Services
Wisconsin
$857K +$85.4K +593 +11%
WCM
885
Windsor Capital Management
Arizona
$856K -$20.9K -145 -2%
GCP
886
GSA Capital Partners
United Kingdom
$853K +$850K +5,900 New
BFA
887
Bragg Financial Advisors
North Carolina
$852K +$33.8K +235 +4%
Aristotle Capital Management
888
Aristotle Capital Management
California
$851K +$82.8K +575 +11%
FHC
889
First Heartland Consultants
Missouri
$845K +$4.46K +31 +0.5%
TIM
890
Tortoise Investment Management
New York
$844K +$59.5K +413 +8%
SCM
891
SOL Capital Management
Maryland
$842K -$14.4K -100 -2%
FCH
892
Freestone Capital Holdings
Washington
$838K -$155K -1,073 -16%
SIC
893
Shoker Investment Counsel
Ohio
$833K +$7.63K +53 +0.9%
ATC
894
Argent Trust Co
Tennessee
$830K +$72K +500 +10%
SCP
895
Seizert Capital Partners
Michigan
$821K
GT
896
Glenview Trust
Kentucky
$817K +$813K +5,648 New
RWA
897
Ropes Wealth Advisors
Massachusetts
$815K +$2.74K +19 +0.3%
SC
898
Savant Capital
Illinois
$806K +$87.1K +605 +12%
SRSA
899
S.R. Schill & Associates
Washington
$801K +$35.3K +245 +5%
PL
900
Perpetual Ltd
Australia
$799K

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.