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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
WP
1201
WMS Partners
Maryland
$261K
CHC
1202
City Holding Co
West Virginia
$260K
RCG
1203
Ruane, Cunniff & Goldfarb
New York
$259K
TC
1204
TradeLink Capital
Illinois
$258K +$257K +1,786 New
NB
1205
Nicolet Bankshares
Wisconsin
$258K +$309K +2,145 New
CA
1206
Capital Advantage
California
$257K
TI
1207
Truepoint Inc
Ohio
$257K +$256K +1,780 New
BCM
1208
Birmingham Capital Management
Alabama
$256K
NPA
1209
Nichols & Pratt Advisers
Massachusetts
$256K
CPA
1210
Capital Planning Advisors
California
$255K +$8.35K +58 +3%
JG
1211
Jefferies Group
New York
$254K -$5.91M -41,024 -96%
Verition Fund Management
1212
Verition Fund Management
Connecticut
$253K -$140K -971 -36%
PAM
1213
Private Asset Management
California
$249K -$189K -1,312 -43%
DAS
1214
Dynamic Advisor Solutions
Arizona
$248K +$16.6K +115 +7%
BFS
1215
Baskin Financial Services
Ontario, Canada
$247K
IC
1216
Intersect Capital
California
$247K +$246K +1,708 New
MCM
1217
Mengis Capital Management
Oregon
$246K
CHP
1218
Cable Hill Partners
Oregon
$245K -$36K -250 -13%
MAA
1219
Matrix Asset Advisors
New York
$245K +$244K +1,694 New
RMCM
1220
Reynders McVeigh Capital Management
Massachusetts
$244K -$86.4K -600 -26%
UFA
1221
US Financial Advisors
Massachusetts
$244K -$39.9K -277 -14%
EA
1222
Elm Advisors
California
$244K -$7.2K -50 -3%
LIC
1223
Lodestar Investment Counsel
Illinois
$243K +$6.05K +42 +3%
FB
1224
Fulton Bank
Pennsylvania
$239K -$9.65K -67 -4%
TFF
1225
The Family Firm
Maryland
$237K -$19.9K -138 -8%

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.