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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
DLHL
1226
Donald L. Hagan LLC
Florida
$237K
JWM
1227
Jacobus Wealth Management
Wisconsin
$236K
HWA
1228
Heritage Wealth Advisors
Virginia
$235K -$16.9K -117 -7%
WA1
1229
Wimmer Associates 1
California
$233K +$232K +1,614 New
SRAM
1230
Stone Ridge Asset Management
New York
$231K -$28.8K -200 -11%
ARMC
1231
American Research & Management Company
Massachusetts
$231K
SIM
1232
SSI Investment Management
California
$230K
LPC
1233
Loeb Partners Corp
New York
$229K -$144K -1,000 -39%
FNBTCON
1234
First National Bank & Trust Co of Newtown
Pennsylvania
$229K -$50.4K -350 -18%
TCM
1235
Traynor Capital Management
Pennsylvania
$229K -$20.9K -145 -8%
I
1236
IberiaBank
Louisiana
$228K +$227K +1,575 New
ST
1237
Spinnaker Trust
Maine
$227K +$226K +1,568 New
CAAS
1238
Capital Asset Advisory Services
Michigan
$226K +$225K +1,560 New
EWM
1239
Empirical Wealth Management
Washington
$225K -$157K -1,087 -41%
KTC
1240
Kistler-Tiffany Companies
Pennsylvania
$225K +$30K +208 +15%
BHB
1241
Bank Hapoalim BM
Israel
$225K +$224K +1,558 New
MHIM
1242
MacNealy Hoover Investment Management
Ohio
$224K
MPIA
1243
Mountain Pacific Investment Advisers
Idaho
$221K -$86.4K -600 -28%
FBA
1244
Front Barnett Associates
Illinois
$221K
SSA
1245
South Street Advisors
New York
$219K +$218K +1,515 New
PAG
1246
Pinnacle Advisory Group
Maryland
$219K +$218K +1,517 New
ACP
1247
Arcus Capital Partners
Georgia
$219K +$219K +1,518 New
TH
1248
TCTC Holdings
Texas
$217K -$62.9K -437 -23%
PAM
1249
PT Asset Management
Illinois
$217K +$188K +1,306 +673%
LK
1250
Lumbard & Kellner
New Hampshire
$217K +$216K +1,500 New

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.