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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
BCP
1101
Berkeley Capital Partners
Georgia
$599K -$2.61K -14 -0.5%
FMC
1102
First Merchants Corp
Indiana
$595K
TL
1103
Tirschwell & Loewy
New York
$595K
NJBEST
1104
New Jersey Better Educational Savings Trust
New Jersey
$593K +$186K +1,000 +50%
JMFC
1105
J.M. Forbes & Co
Massachusetts
$592K
SCA
1106
Snowden Capital Advisors
New York
$591K +$19.2K +103 +4%
EGA
1107
Eagle Global Advisors
Texas
$591K +$201K +1,082 +57%
MSAM
1108
Moloney Securities Asset Management
Missouri
$590K -$2.98K -16 -0.5%
BP
1109
Ballentine Partners
Massachusetts
$588K +$20.1K +108 +4%
FC
1110
Ferris Capital
Massachusetts
$588K +$554K +2,974 New
PFBT
1111
Parkside Financial Bank & Trust
Missouri
$587K +$9.87K +53 +2%
TTWM
1112
TCV Trust & Wealth Management
Virginia
$583K -$54K -290 -9%
WP
1113
WMS Partners
Maryland
$582K +$27.6K +148 +5%
MWP
1114
MYCIO Wealth Partners
Pennsylvania
$579K -$244K -1,309 -31%
MSTVIM
1115
Messner & Smith Theme Value Investment Management
California
$578K -$2.79K -15 -0.5%
AIIMS
1116
Analyst IMS Investment Management Services
Israel
$572K -$73.7K -396 -12%
HIM
1117
Harbour Investment Management
Washington
$570K -$9.31K -50 -2%
Jones Financial Companies
1118
Jones Financial Companies
Missouri
$567K -$161K -867 -23%
EWM
1119
Edge Wealth Management
New York
$564K -$41.9K -225 -7%
ISB
1120
Iowa State Bank
Iowa
$564K +$46.5K +250 +10%
JCM
1121
Janney Capital Management
Pennsylvania
$563K
PHS
1122
Pekin Hardy Strauss
Illinois
$562K -$55.9K -300 -10%
BAM
1123
Berkshire Asset Management
Pennsylvania
$561K -$1.12K -6 -0.2%
CAM
1124
Covenant Asset Management
New Jersey
$558K
MGIA
1125
Moneta Group Investment Advisors
Missouri
$558K +$193K +1,036 +58%

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.