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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
LC
1076
Lourd Capital
California
$413K +$576 +4 +0.1%
IR
1077
Invictus RG
Bermuda
$412K +$410K +2,850 New
SAM
1078
SignalPoint Asset Management
Missouri
$410K -$61.1K -424 -13%
RDM
1079
Retirement Design & Management
Connecticut
$410K +$93.6K +650 +30%
LBC
1080
Lawrence B. Cohen
$409K
ACI
1081
Advance Capital I
Michigan
$405K -$173K -1,200 -30%
MWM
1082
Merriman Wealth Management
Washington
$405K
LGC
1083
Laurel Grove Capital
California
$405K +$86.4K +600 +27%
NFC
1084
Northeast Financial Consultants
Connecticut
$405K +$403K +2,800 New
DJSG
1085
D.J. St. Germain
Massachusetts
$404K +$5.04K +35 +1%
KF
1086
Krilogy Financial
Missouri
$403K +$344K +2,388 +597%
TCOT
1087
Trust Company of Toledo
Ohio
$401K +$52.6K +365 +15%
ZB
1088
Zions Bancorporation
Utah
$401K +$140K +973 +48%
MPI
1089
Mairs & Power Inc
Minnesota
$398K -$21.6K -150 -5%
PP
1090
Patten & Patten
Tennessee
$398K -$3.02K -21 -0.8%
CAM
1091
Cypress Asset Management
Texas
$396K +$91.3K +634 +30%
MIM
1092
Marco Investment Management
Georgia
$395K
DCM
1093
Dynamic Capital Management
Jersey
$395K +$394K +2,735 New
CA
1094
Cornerstone Advisory
Maryland
$394K +$393K +2,727 New
JIM
1095
Jensen Investment Management
Oregon
$392K -$27.4K -190 -7%
WPC
1096
White Pine Capital
Minnesota
$391K
FMLI
1097
Fukoku Mutual Life Insurance
Japan
$390K -$202K -1,400 -34%
BO
1098
Bank OZK
Arkansas
$383K
NCM
1099
Noesis Capital Mangement
Florida
$382K -$121K -843 -24%
NCM
1100
Novare Capital Management
North Carolina
$378K +$28.8K +200 +8%

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.