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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
AC
976
Alexandria Capital
Virginia
$602K +$28.8K +200 +5%
PAIA
977
Park Avenue Institutional Advisers
New York
$590K -$24.5K -170 -4%
CFMC
978
Curbstone Financial Management Corp
New Hampshire
$588K +$233K +1,619 +66%
BCP
979
Berkeley Capital Partners
Georgia
$588K +$586K +4,067 New
CICI
980
Capital Investment Counsel Inc
North Carolina
$587K -$14.4K -100 -2%
BTW
981
Boston Trust Walden
Massachusetts
$587K -$10.8K -75 -2%
WA
982
Waverly Advisors
Alabama
$584K +$345K +2,395 +146%
PCM
983
Pointe Capital Management
Michigan
$578K
AF
984
Allworth Financial
California
$572K -$144 -1 -0%
BO
985
BRR OpCo
Ohio
$570K -$121K -841 -18%
EHC
986
Everett Harris & Co
California
$569K +$109K +760 +24%
BBNB
987
Baker Boyer National Bank
Washington
$568K +$39.6K +275 +8%
MVIP
988
Mar Vista Investment Partners
California
$567K -$139K -963 -20%
SCP
989
Sandhill Capital Partners
New York
$566K +$4.61K +32 +0.8%
OWD
990
Osborn Williams & Donohoe
Ohio
$564K +$28.8K +200 +5%
SIG
991
Schooner Investment Group
Pennsylvania
$562K -$288K -2,000 -33%
WA
992
WealthTrust Axiom
Pennsylvania
$560K -$4.75K -33 -0.8%
ACM
993
Apex Capital Management
Ohio
$557K -$26.6K -185 -5%
SPC
994
Stewart & Patten Company
California
$557K +$21.6K +150 +4%
AA
995
ALPS Advisors
Colorado
$556K -$17.6K -122 -3%
JFA
996
Johanson Financial Advisors
California
$555K +$553K +3,842 New
CI Investments Inc
997
CI Investments Inc
Ontario, Canada
$554K
ATC
998
Adirondack Trust Company
New York
$554K +$28.1K +195 +4%
CAMG
999
CWA Asset Management Group
Florida
$554K +$552K +3,830 New
EIM
1000
Emerson Investment Management
Massachusetts
$553K -$38.2K -265 -6%

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.