We are live on ! Find out more

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
BOTW
1151
Bank of the West
California
$510K +$44.1K +237 +10%
CTA
1152
Chesley Taft & Associates
Illinois
$507K +$93.1K +500 +24%
PAM
1153
Private Asset Management
California
$505K
JIP
1154
Jaffetilchin Investment Partners
Florida
$504K +$475K +2,549 New
HA
1155
Halsey Associates
Connecticut
$503K -$1.31M -7,039 -73%
RI
1156
Ridgewood Investments
New Jersey
$502K -$8.01K -43 -2%
MFW
1157
Meristem Family Wealth
Minnesota
$500K
STMM
1158
South Texas Money Management
Texas
$498K -$104K -559 -18%
CA
1159
Cambridge Advisors
Nebraska
$497K
EAM
1160
Evanson Asset Management
California
$494K +$14.7K +79 +3%
PBO
1161
Peoples Bank (Ohio)
Ohio
$492K
BA
1162
Bristlecone Advisors
Washington
$489K -$93.1K -500 -17%
AGA
1163
Accuvest Global Advisors
Utah
$487K -$3.35K -18 -0.7%
YIA
1164
YHB Investment Advisors
Connecticut
$486K
CT
1165
Coastline Trust
Rhode Island
$482K -$5.58K -30 -1%
PP
1166
Patten & Patten
Tennessee
$482K +$109K +585 +32%
LA
1167
Legacy Advisors
Pennsylvania
$481K -$18.6K -100 -4%
LFAS
1168
Level Four Advisory Services
Texas
$479K -$3.91K -21 -0.8%
AC
1169
Abbrea Capital
California
$476K
AWA
1170
Arete Wealth Advisors
Illinois
$475K +$1.68K +9 +0.4%
LTI
1171
Laffer Tengler Investments
Tennessee
$473K -$1.49K -8 -0.3%
GT
1172
Greenleaf Trust
Michigan
$472K -$84K -451 -16%
CGL
1173
Clarius Group LLC
Washington
$471K
BIAS
1174
Beacon Investment Advisory Services
New Jersey
$470K -$33.5K -180 -7%
FWP
1175
FAS Wealth Partners
Kansas
$468K +$23.6K +127 +6%

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.