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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
CFA
926
Cahill Financial Advisors
Minnesota
$1.06M +$33.1K +178 +3%
SFSG
927
Stearns Financial Services Group
North Carolina
$1.06M +$931 +5 +0.1%
SCP
928
Seizert Capital Partners
Michigan
$1.06M
BCM
929
BTR Capital Management
California
$1.06M -$17.3K -93 -2%
MWAC
930
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.05M +$72.6K +390 +8%
GC
931
Garde Capital
Washington
$1.04M +$186 +1 +0%
PTC
932
Private Trust Company
Ohio
$1.04M +$407K +2,184 +71%
CSM
933
CAMG Solamere Management
North Carolina
$1.04M +$2.05K +11 +0.2%
PCTC
934
Perkins Coie Trust Company
Washington
$1.03M +$332K +1,785 +52%
EWA
935
EP Wealth Advisors
California
$1.03M +$71.5K +384 +8%
ERIM
936
Eagle Ridge Investment Management
Connecticut
$1.02M -$68.5K -368 -7%
BCM
937
Bluefin Capital Management
New York
$1.02M -$146K -786 -13%
FAN
938
Financial Advisors Network
California
$1.01M +$37.2K +200 +4%
MHIC
939
Marble Harbor Investment Counsel
Massachusetts
$1.01M -$18.6K -100 -2%
SNT
940
Security National Trust
West Virginia
$1.01M -$14.9K -80 -2%
LGC
941
Laurel Grove Capital
California
$1M
FAG
942
Financial Advisory Group
Texas
$1M +$37.2K +200 +4%
BHIA
943
Birch Hill Investment Advisors
Massachusetts
$1M
FHA
944
Flagship Harbor Advisors
Massachusetts
$999K +$21.6K +116 +2%
PHAM
945
Palisades Hudson Asset Management
Florida
$989K
SCM
946
Segantii Capital Management
Hong Kong
$989K
DWT
947
Dorsey & Whitney Trust
South Dakota
$982K
CA
948
Clearstead Advisors
Ohio
$979K +$52.5K +282 +6%
GIA
949
Guyasuta Investment Advisors
Pennsylvania
$974K +$74.5K +400 +9%
TCOT
950
Trust Company of Toledo
Ohio
$971K -$89.2K -479 -9%

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.