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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
GC
101
Guggenheim Capital
Illinois
$83.7M -$1.48M -7,935 -2%
Axa
102
Axa
France
$83.3M +$7.83M +42,035 +11%
GIA
103
Gateway Investment Advisers
Ohio
$82.5M -$1.64M -8,813 -2%
CBT
104
Capital Bank & Trust
California
$82.4M +$77.6M +416,743 New
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$81.4M -$3.45M -18,543 -4%
CWM
106
CIBC World Markets
New York
$79.8M +$24M +128,972 +47%
SAC
107
Smith Affiliated Capital
New York
$79.1M
N
108
Nuveen
North Carolina
$78.5M -$6.11M -32,842 -8%
Bank of Nova Scotia
109
Bank of Nova Scotia
Ontario, Canada
$75.7M -$42.3M -227,055 -37%
CCMH
110
Cornerstone Capital Management Holdings
New York
$74.5M -$2.73M -14,645 -4%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$71.9M -$6.82M -36,656 -9%
SO
112
STRS Ohio
Ohio
$69.8M -$12.8M -68,685 -16%
Korea Investment Corp
113
Korea Investment Corp
South Korea
$69.6M -$2.75M -14,791 -4%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$69.2M -$5.59M -30,000 -8%
Schroder Investment Management Group
115
Schroder Investment Management Group
United Kingdom
$68.1M -$67.8M -364,204 -51%
HighTower Advisors
116
HighTower Advisors
Illinois
$68M +$1.38M +7,406 +2%
LPL Financial
117
LPL Financial
California
$65.2M +$59.1M +317,213 +2,500%
OAC
118
OMERS Administration Corp
Ontario, Canada
$64.9M -$11.9M -63,750 -16%
Kovitz Investment Group Partners
119
Kovitz Investment Group Partners
Illinois
$63.7M -$19.3M -103,540 -24%
NFA
120
Nationwide Fund Advisors
Ohio
$62.8M -$3.2M -17,181 -5%
MAM
121
Martingale Asset Management
Massachusetts
$62.1M -$205K -1,099 -0.3%
AAM
122
Aberdeen Asset Management
United Kingdom
$61.2M +$2.2M +11,797 +4%
DC
123
Davenport & Co
Virginia
$59.3M +$700K +3,760 +1%
KCM
124
Kornitzer Capital Management
Kansas
$58.9M -$5.98M -32,132 -10%
MLICM
125
Metropolitan Life Insurance Company (MetLife)
New York
$58.5M -$1.99M -10,671 -3%

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.