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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
MC
926
Miles Capital
Iowa
$719K -$6.19K -43 -0.9%
DIA
927
Denver Investment Advisors
Colorado
$718K +$25.8K +179 +4%
TWA
928
TCI Wealth Advisors
Arizona
$718K +$27.9K +194 +4%
Fayez Sarofim & Co
929
Fayez Sarofim & Co
Texas
$711K
SMC
930
Smith, Moore & Co
Missouri
$711K +$182K +1,265 +35%
MHIC
931
Marble Harbor Investment Counsel
Massachusetts
$710K
CCMW
932
Cypress Capital Management (Wyoming)
Wyoming
$706K
IWMPD
933
Integrated Wealth Management (Palm Desert)
California
$703K -$6.05K -42 -0.9%
SCG
934
Sonata Capital Group
Washington
$701K
AP
935
AHL Partners
United Kingdom
$698K +$84.3K +585 +14%
ARMT
936
Amica Retiree Medical Trust
Rhode Island
$697K
WIP
937
Wellesley Investment Partners
Massachusetts
$697K +$694K +4,820 New
NPIT
938
National Penn Investors Trust
Pennsylvania
$694K
MG
939
Markel Group
Virginia
$694K +$691K +4,800 New
MRCM
940
M&R Capital Management
New Jersey
$690K +$14.4K +100 +2%
CCB
941
Cutter & Co Brokerage
Missouri
$689K +$204K +1,418 +42%
RFS
942
Rockefeller Financial Services
New York
$685K -$629K -4,370 -48%
ITIM
943
Indiana Trust & Investment Management
Indiana
$685K -$209K -1,450 -22%
PVWM
944
Point View Wealth Management
New Jersey
$682K -$28.1K -195 -4%
CK
945
Cohen Klingenstein
New York
$680K
CG
946
Caprock Group
Idaho
$675K
TNB
947
Thomasville National Bank
Georgia
$673K +$281K +1,950 +72%
NFG
948
Nations Financial Group
Iowa
$670K +$667K +4,633 New
EWM
949
Elite Wealth Management
Washington
$664K -$877K -6,091 -57%
JAFL
950
Jay A. Fishman Ltd
Michigan
$664K +$661K +4,590 New

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.