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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
PFA
1226
Pure Financial Advisors
California
$409K -$246K -1,321 -39%
GCC
1227
Guardian Capital (Canada)
Ontario, Canada
$409K -$34.4K -185 -8%
GWCM
1228
Godshalk Welsh Capital Management
Pennsylvania
$409K
SIG
1229
Sky Investment Group
Connecticut
$409K
ECM
1230
Evergreen Capital Management
Washington
$405K -$18.6K -100 -5%
AIM
1231
Acropolis Investment Management
Missouri
$405K
IHL
1232
Investment House LLC
California
$405K
TFF
1233
The Family Firm
Maryland
$405K +$74.3K +399 +24%
HAIM
1234
Hunter Associates Investment Management
Pennsylvania
$401K -$18.6K -100 -5%
SA
1235
Strategic Advisors
New York
$400K +$3.72K +20 +1%
SWM
1236
SVA Wealth Management
Wisconsin
$398K +$12.7K +68 +4%
RGIA
1237
Rainier Group Investment Advisory
Washington
$397K
SIMM
1238
Stillwater Investment Management (Minnesota)
Minnesota
$397K +$2.79K +15 +0.8%
PCMM
1239
Private Capital Management (Minnesota)
Minnesota
$396K
WMC
1240
Westwood Management Corporation
Illinois
$395K
VWA
1241
V Wealth Advisors
Kansas
$391K -$29.6K -159 -7%
MHIM
1242
MacNealy Hoover Investment Management
Ohio
$386K
MCM
1243
Maple Capital Management
Vermont
$384K -$23.3K -125 -6%
SAM
1244
Sawgrass Asset Management
Florida
$384K
GWS
1245
Glassman Wealth Services
Virginia
$378K +$18.6K +100 +6%
CFMC
1246
Curbstone Financial Management Corp
New Hampshire
$376K +$2.79K +15 +0.8%
CAMG
1247
CWA Asset Management Group
Florida
$376K +$9.31K +50 +3%
DE
1248
Day & Ennis
Georgia
$374K
PFGIA
1249
Patriot Financial Group Insurance Agency
Massachusetts
$371K +$30.9K +166 +10%
AB
1250
Atlas Brown
Kentucky
$369K

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.