Boeing
1,318 hedge funds and large institutions have $60.3B invested in Boeing in 2016 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 465 increasing their positions, 565 reducing their positions, and 75 closing their positions.
16% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 75
0.13% less ownership
Funds ownership: 74.01% → 73.87% (-0.13%)
0% less funds holding
Funds holding: 1,322 → 1,318 (-4)
2% less capital invested
Capital invested by funds: $61.3B → $60.3B (-$933M)
14% less funds holding in top 10
Funds holding in top 10: 58 → 50 (-8)
18% less repeat investments, than reductions
Existing positions increased: 465 | Existing positions reduced: 565
20% less call options, than puts
Call options by funds: $1.13B | Put options by funds: $1.42B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$361M |
| 2 |
Morgan Stanley
New York
|
+$156M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$113M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$91.8M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$87.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$438M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$371M |
| 3 |
ETC
Evercore Trust Company
New York
|
-$212M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$152M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$114M |
BA Hedge Fund Activity: Q3 2016 in Review
1,318 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q3 2016, worth a combined $60.3B — down 1.5% from $61.3B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new BA positions and 75 closed out — a net gain of 12 holders — while 465 added to existing stakes and 565 trimmed.
The largest buyer was Capital World Investors, adding an estimated $361M. The largest seller was UBS Group, cutting an estimated $438M.
- 1,318 institutional investors held Boeing (BA) as of Q3 2016, down from 1,322 in Q2 2016.
- Funds reported $60.3B of Boeing stock for Q3 2016, down 1.5% quarter-over-quarter.
- 87 funds opened new Boeing positions in Q3 2016 and 75 closed out, a net change of +12 holders.
- The largest Boeing buyer in Q3 2016 was Capital World Investors, an estimated $361M added.
- The largest Boeing seller in Q3 2016 was UBS Group, an estimated $438M sold.
Based on aggregated 13F filings for Q3 2016.