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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
DWM
1126
Doyle Wealth Management
Florida
$558K +$525K +2,819 New
NFC
1127
Northeast Financial Consultants
Connecticut
$554K
KFA
1128
Kelleher Financial Advisors
New York
$552K -$40.8K -219 -7%
CFA
1129
Carroll Financial Associates
North Carolina
$549K
IP
1130
Isthmus Partners
Wisconsin
$547K -$6.58M -35,364 -93%
TIA
1131
Tiemann Investment Advisors
California
$547K +$130K +700 +34%
IR
1132
Invictus RG
Bermuda
$546K +$10.6K +57 +2%
MIM
1133
Marco Investment Management
Georgia
$543K -$6.52K -35 -1%
GD
1134
Grandfield & Dodd
New York
$543K
FFC
1135
First Financial Corp
Indiana
$542K -$7.45K -40 -1%
LIM
1136
Leavell Investment Management
Alabama
$541K
JIM
1137
Jupiter Investment Management
United Kingdom
$540K +$509K +2,733 New
AWA
1138
ARS Wealth Advisors
Florida
$538K +$186 +1 +0%
CA
1139
Cornerstone Advisory
Maryland
$536K
WPC
1140
White Pine Capital
Minnesota
$535K
WP
1141
WealthSource Partners
California
$525K +$494K +2,653 New
SPC
1142
Stewart & Patten Company
California
$524K -$37.2K -200 -7%
TBA
1143
Tower Bridge Advisors
Pennsylvania
$519K -$367K -1,970 -43%
SWA
1144
SFMG Wealth Advisors
Texas
$517K +$745 +4 +0.2%
Lido Advisors
1145
Lido Advisors
California
$516K -$54.5K -293 -10%
GI
1146
Gradient Investments
Minnesota
$516K
RAM
1147
Redmond Asset Management
Virginia
$516K
MIC
1148
Meridian Investment Counsel
California
$515K +$18.6K +100 +4%
KIC
1149
Keating Investment Counselors
Florida
$514K -$46.5K -250 -9%
GXMC
1150
Global X Management Company
New York
$511K +$52.1K +280 +12%

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.