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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
WI
1176
Wedgewood Investors
Pennsylvania
$285K
CSS
1177
Cubist Systematic Strategies
Connecticut
$284K -$1.66M -11,543 -85%
RP
1178
Reinhart Partners
Wisconsin
$284K -$562K -3,905 -67%
TC
1179
Trust Company
Kansas
$283K -$5.91K -41 -2%
KIC
1180
Keating Investment Counselors
Florida
$282K
SA
1181
Strategic Advisors
New York
$279K +$278K +1,927 New
KFA
1182
Kelleher Financial Advisors
New York
$278K -$3.6K -25 -1%
SIMM
1183
Stillwater Investment Management (Minnesota)
Minnesota
$277K +$14.4K +100 +6%
SWM
1184
Stockman Wealth Management
Montana
$276K -$864 -6 -0.3%
FC
1185
Forte Capital
New York
$276K
WPW
1186
Waldron Private Wealth
Pennsylvania
$273K +$51K +354 +23%
VHAM
1187
Van Hulzen Asset Management
California
$272K -$115K -799 -30%
HS
1188
Huntington Steele
Pennsylvania
$269K +$6.48K +45 +2%
AA
1189
Ancora Advisors
Ohio
$269K +$21.6K +150 +9%
BCI
1190
Brinker Capital Investments
Pennsylvania
$269K +$36.4K +253 +16%
ICM
1191
IMS Capital Management
Oregon
$268K -$9.36K -65 -3%
NAM
1192
NTV Asset Management
West Virginia
$267K
EAM
1193
Evanson Asset Management
California
$267K +$24.2K +168 +10%
CS
1194
Comerica Securities
Michigan
$267K +$266K +1,846 New
LDB
1195
Lee, Danner & Bass
Tennessee
$266K
RP
1196
Riverbridge Partners
Minnesota
$264K +$18K +125 +7%
ECM
1197
Exchange Capital Management
Michigan
$263K +$262K +1,816 New
GWS
1198
Glassman Wealth Services
Virginia
$262K
SAMC
1199
Shinko Asset Management Company
Japan
$261K -$6.05K -42 -2%
TGI
1200
Tradewinds Global Investors
California
$261K

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.