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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
WJA
901
Williams Jones & Associates
New York
$797K +$794K +5,510 New
PHAM
902
Palisades Hudson Asset Management
Florida
$791K -$25.2K -175 -3%
BRA
903
Bender Robert & Associates
California
$785K +$40.3K +280 +5%
WEC
904
Winslow Evans & Crocker
Massachusetts
$780K +$15.8K +110 +2%
FHA
905
First Horizon Advisors
Tennessee
$778K +$33.1K +230 +4%
BCM
906
Becker Capital Management
Oregon
$776K +$1.44K +10 +0.2%
PCMM
907
Private Capital Management (Minnesota)
Minnesota
$774K +$771K +5,350 New
WB
908
Webster Bank
Connecticut
$772K +$274K +1,905 +56%
PWAG
909
Polaris Wealth Advisory Group
California
$766K -$6.48K -45 -0.8%
Jones Financial Companies
910
Jones Financial Companies
Missouri
$765K -$179K -1,246 -19%
BA
911
Boston Advisors
Massachusetts
$754K +$11.5K +80 +2%
BRWM
912
B. Riley Wealth Management
Tennessee
$751K -$42.2K -293 -5%
BHIA
913
Birch Hill Investment Advisors
Massachusetts
$751K +$15.7K +109 +2%
PWMAG
914
Pinnacle Wealth Management Advisory Group
New Jersey
$746K +$38.2K +265 +5%
ANB
915
Amarillo National Bank
Texas
$744K -$31.7K -220 -4%
I2I
916
Insight 2811 Inc
Illinois
$741K
TBA
917
Tower Bridge Advisors
Pennsylvania
$737K
OMCS
918
Old Mutual Customised Solutions
South Africa
$737K
CAM
919
Concorde Asset Management
Michigan
$735K -$5.47K -38 -0.7%
GC
920
Garde Capital
Washington
$732K -$886K -6,153 -55%
BHBT
921
Burke & Herbert Bank & Trust
Virginia
$732K +$49.1K +341 +7%
VanEck Associates
922
VanEck Associates
New York
$725K +$217K +1,504 +43%
CM
923
Castleark Management
Illinois
$723K
IA
924
Icon Advisers
Colorado
$723K
MHS
925
M Holdings Securities
Oregon
$719K -$78.9K -548 -10%

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.