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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
SCCM
101
Schafer Cullen Capital Management
New York
$90.7M -$7.22M -50,119 -7%
Stifel Financial
102
Stifel Financial
Missouri
$90.5M +$2.39M +16,575 +3%
RJA
103
Raymond James & Associates
Florida
$88.3M +$11.2M +77,937 +15%
LPL Financial
104
LPL Financial
California
$88.2M +$42.2M +293,328 +88%
RFC
105
Russell Frank Company
Washington
$87.9M -$16.5M -114,668 -16%
KIG
106
Kovitz Investment Group
Illinois
$86.2M -$2.51M -17,419 -3%
GA
107
Geneva Advisors
Illinois
$84.9M -$535K -3,716 -0.6%
AII
108
AGF Investments Inc
Ontario, Canada
$84.4M -$1.36M -9,439 -2%
O
109
OppenheimerFunds
New York
$84.3M +$6.74M +46,766 +9%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$83.8M +$6.11M +42,408 +8%
CC
111
Cannell & Co
New York
$83.6M -$14.1M -98,090 -15%
CIP
112
Cornerstone Investment Partners
Georgia
$82.6M -$23.3M -161,525 -22%
CLM
113
ClearBridge LLC (Maryland)
Maryland
$81.4M +$655K +4,550 +0.8%
Retirement Systems of Alabama
114
Retirement Systems of Alabama
Alabama
$80.1M -$2.99M -20,739 -4%
USAA
115
United Services Automobile Association
Texas
$78.9M -$76K -528 -0.1%
Axa
116
Axa
France
$77.5M -$6.27M -43,540 -8%
GIA
117
Gateway Investment Advisers
Ohio
$77.1M -$199K -1,385 -0.3%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$77M +$953K +6,618 +1%
GC
119
Guggenheim Capital
Illinois
$77M +$13.8M +95,702 +22%
Teacher Retirement System of Texas
120
Teacher Retirement System of Texas
Texas
$76.3M -$2.97M -20,612 -4%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$75.7M -$533K -3,698 -0.7%
BA
122
BlackRock Advisors
Delaware
$72.1M -$2.42M -16,768 -3%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$70.3M +$8.17M +56,702 +13%
HCM
124
Holland Capital Management
Illinois
$65.6M -$2.11M -14,618 -3%
PIA
125
Piedmont Investment Advisors
North Carolina
$58.3M +$194K +1,350 +0.3%

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.