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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
NSB
1026
Norway Savings Bank
Maine
$763K +$2.79K +15 +0.4%
QC
1027
QCM Cayman
Texas
$761K -$102K -547 -12%
MIP
1028
Marietta Investment Partners
Wisconsin
$761K
FBFS
1029
First Business Financial Services
Wisconsin
$757K -$2.98K -16 -0.4%
CWM
1030
Concert Wealth Management
California
$756K -$3.09M -16,609 -81%
EWM
1031
Evercore Wealth Management
New York
$753K +$44.7K +240 +7%
JFA
1032
Johanson Financial Advisors
California
$751K +$28.7K +154 +4%
KWM
1033
Kingsview Wealth Management
Oregon
$750K +$108K +582 +18%
WA
1034
WealthTrust Axiom
Pennsylvania
$748K -$9.31K -50 -1%
BTW
1035
Boston Trust Walden
Massachusetts
$747K
FANJ
1036
Financial Architects (New Jersey)
New Jersey
$747K +$9.12K +49 +1%
QAM
1037
QCI Asset Management
New York
$747K +$16.8K +90 +2%
UAS
1038
United Asset Strategies
New York
$736K -$20.3K -109 -3%
ECAM
1039
East Coast Asset Management
Massachusetts
$732K +$57.2K +307 +9%
IUHSA
1040
Itau Unibanco Holding S.A.
Brazil
$731K +$589K +3,164 +593%
IPC
1041
Independent Portfolio Consultants
Florida
$730K -$545K -2,929 -44%
FWCM
1042
First Western Capital Management
California
$729K -$250K -1,345 -27%
EA
1043
Edge Advisors
Georgia
$728K
HEIP
1044
Hudson Edge Investment Partners
New Jersey
$726K
SFA
1045
Sequoia Financial Advisors
Ohio
$725K +$39.8K +214 +6%
SSWM
1046
Sheets Smith Wealth Management
North Carolina
$722K +$8.94K +48 +1%
EDRIA
1047
Edmonds Duncan Registered Investment Advisors
Kansas
$722K +$428K +2,300 +170%
SHGA
1048
Sand Hill Global Advisors
California
$714K +$403K +2,163 +149%
CTA
1049
Colonial Trust Advisors
South Carolina
$711K +$111K +595 +20%
PAS
1050
Professional Advisory Services
Florida
$702K

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.