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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
MWM
1001
Modera Wealth Management
New Jersey
$831K +$12.3K +66 +2%
FCB
1002
First Command Bank
Texas
$828K -$156K -840 -17%
FCFS
1003
First Command Financial Services
Texas
$828K -$156K -840 -17%
TIP
1004
Torray Investment Partners
Maryland
$827K
MWM
1005
Mascoma Wealth Management
New Hampshire
$824K +$4.1K +22 +0.5%
BFG
1006
Beacon Financial Group
Texas
$820K -$104K -557 -12%
AF
1007
Allworth Financial
California
$819K +$46.5K +250 +6%
CP
1008
Camelot Portfolios
Ohio
$811K -$184K -990 -19%
SIM
1009
Sonora Investment Management
Arizona
$807K
MMPW
1010
Mitchell McLeod Pugh & Williams
Alabama
$805K -$27.9K -150 -4%
OA
1011
Outfitter Advisors
Virginia
$801K
SM
1012
Sciencast Management
New Jersey
$801K +$754K +4,050 New
CCM
1013
Chickasaw Capital Management
Tennessee
$800K
FM
1014
Foster & Motley
Ohio
$794K +$382K +2,054 +105%
FI
1015
FormulaFolio Investments
Michigan
$792K +$214K +1,151 +40%
SA
1016
Sicart Associates
New York
$791K
SACTSONJ
1017
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$791K
BBNB
1018
Baker Boyer National Bank
Washington
$788K
BA
1019
Boston Advisors
Massachusetts
$786K -$183K -982 -20%
EMG
1020
ETF Managers Group
New Jersey
$785K +$739K +3,972 New
BMC
1021
Beaton Management Company
Massachusetts
$784K +$738K +3,963 New
SXL
1022
Summit X LLC
Missouri
$777K +$730K +3,919 New
EHC
1023
Everett Harris & Co
California
$772K +$26.1K +140 +4%
JWBC
1024
J.W. Burns & Co
New York
$768K
FMW
1025
Farr Miller & Washington
District of Columbia
$767K -$93.1K -500 -11%

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.