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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
AHC
951
Adell Harriman & Carpenter
Texas
$662K +$659K +4,578 New
ISB
952
Iowa State Bank
Iowa
$661K -$38.2K -265 -5%
HEIP
953
Hudson Edge Investment Partners
New Jersey
$660K +$24.1K +167 +4%
WIA
954
Westbourne Investment Advisors
Maryland
$656K -$80.7K -560 -11%
VF
955
Virtu Financial
New York
$655K +$652K +4,527 New
Two Sigma Investments
956
Two Sigma Investments
New York
$654K -$23.4M -162,280 -97%
LRPA
957
L. Roy Papp & Associates
Arizona
$646K
SFSG
958
Stearns Financial Services Group
North Carolina
$646K +$17.7K +123 +3%
JCM
959
Janney Capital Management
Pennsylvania
$642K -$1.44K -10 -0.2%
FMWA
960
Forvis Mazars Wealth Advisors
Missouri
$640K +$67K +465 +12%
WP
961
WealthPLAN Partners
Nebraska
$638K +$2.05M +14,240 New
BFM
962
Boston Financial Management
Massachusetts
$633K -$14.4K -100 -2%
VNA
963
VNBTrust National Association
Virginia
$631K
GIA
964
Guyasuta Investment Advisors
Pennsylvania
$630K -$413K -2,865 -40%
BC
965
Banced Corp
Illinois
$627K +$64.8K +450 +12%
OCM
966
Oakwood Capital Management
California
$626K
CFA
967
Cahill Financial Advisors
Minnesota
$624K +$57.6K +400 +10%
CAG
968
Crestwood Advisors Group
Massachusetts
$623K +$150K +1,040 +32%
RCM
969
Reynolds Capital Management
Nevada
$622K +$245K +1,700 +65%
WOC
970
West Oak Capital
California
$621K -$7.2K -50 -1%
PAM
971
PartnerRe Asset Management
Connecticut
$619K -$1.05M -7,279 -63%
TF
972
Tompkins Financial
New York
$617K +$33.8K +235 +6%
HSA
973
HBK Sorce Advisory
Pennsylvania
$615K -$50.3K -349 -8%
SS
974
Simplicity Solutions
Minnesota
$606K +$603K +4,188 New
MMPW
975
Mitchell McLeod Pugh & Williams
Alabama
$605K

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.