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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
TIA
1101
Tiemann Investment Advisors
California
$378K +$46.8K +325 +14%
BCM
1102
Brookstone Capital Management
Illinois
$377K +$7.63K +53 +2%
GW
1103
GW & Wade
Massachusetts
$377K +$21.6K +150 +6%
CA
1104
Cambridge Advisors
Nebraska
$375K -$14.4K -100 -4%
SMG
1105
Spectrum Management Group
Indiana
$375K +$206K +1,430 +123%
CGL
1106
Clarius Group LLC
Washington
$375K +$356K +2,469 New
WA
1107
Wealth Architects
California
$374K -$18.7K -130 -5%
BP
1108
Ballentine Partners
Massachusetts
$374K +$44.9K +312 +14%
DDPIC
1109
Deroy & Devereaux Private Investment Counsel
Michigan
$372K -$7.2K -50 -2%
PFC
1110
Phocas Financial Corp
California
$371K +$369K +2,563 New
RC
1111
Roundview Capital
New Jersey
$369K +$16.7K +116 +5%
VAM
1112
Visium Asset Management
New York
$369K +$368K +2,553 New
YIA
1113
YHB Investment Advisors
Connecticut
$363K -$26.2K -182 -7%
FWP
1114
FAS Wealth Partners
Kansas
$362K -$60.1K -417 -14%
RP
1115
Rowlandmiller & Partners
Georgia
$360K
PFS
1116
Prospera Financial Services
Texas
$357K -$32K -222 -8%
HIM
1117
Harbour Investment Management
Washington
$357K
CIA
1118
Choate Investment Advisors
Massachusetts
$355K +$5.04K +35 +1%
ECM
1119
Evergreen Capital Management
Washington
$354K
MFW
1120
Meristem Family Wealth
Minnesota
$351K +$350K +2,429 New
AAMU
1121
Amundi Asset Management US
Massachusetts
$349K +$84.5K +587 +32%
BG
1122
Bahl & Gaynor
Ohio
$347K -$7.92K -55 -2%
PAS
1123
Partnervest Advisory Services
California
$345K +$576 +4 +0.2%
CFA
1124
Carroll Financial Associates
North Carolina
$344K -$109K -754 -24%
RT
1125
Rockland Trust
Massachusetts
$342K -$25.9K -180 -7%

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.