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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
KWMG
1251
King Wealth Management Group
Florida
$216K +$215K +1,491 New
BRM
1252
Boston Research & Management
Massachusetts
$216K +$216K +1,500 New
NYLT
1253
New York Life Trust
New York
$215K -$16.4K -114 -7%
FC
1254
FIC Capital
New York
$213K -$15.3K -106 -7%
MSR
1255
Main Street Research
Connecticut
$211K
LPT
1256
Legacy Private Trust
Wisconsin
$210K +$209K +1,450 New
EDRIA
1257
Edmonds Duncan Registered Investment Advisors
Kansas
$210K +$209K +1,452 New
GVT
1258
Genesee Valley Trust
New York
$210K +$209K +1,453 New
CRIG
1259
Charter Research & Investment Group
Connecticut
$209K -$14.4K -100 -6%
BIAS
1260
Beacon Investment Advisory Services
New Jersey
$209K +$209K +1,448 New
CC
1261
Capital Counsel
New York
$208K +$207K +1,438 New
SWA
1262
SFMG Wealth Advisors
Texas
$208K +$207K +1,438 New
AIM
1263
Advantage Investment Management
Iowa
$206K +$17.7K +123 +9%
BOS
1264
Bingham Osborn & Scarborough
California
$204K +$204K +1,413 New
VWM
1265
Vector Wealth Management
Minnesota
$201K
PFBT
1266
Parkside Financial Bank & Trust
Missouri
$201K +$11.5K +80 +6%
FANJ
1267
Financial Architects (New Jersey)
New Jersey
$201K +$200K +1,388 New
SI
1268
Scout Investments
Missouri
$201K +$200K +1,390 New
OWP
1269
Obermeyer Wealth Partners
Colorado
$201K +$200K +1,391 New
EFSCE
1270
Enterprise Financial Services Corp (EFSC)
Missouri
$197K +$10.2K +71 +5%
HI
1271
Hudock Inc
Pennsylvania
$193K +$14.3K +99 +8%
PCM
1272
Prelude Capital Management
New York
$192K +$191K +1,326 New
QCG
1273
Quadrant Capital Group
Ohio
$191K +$5.62K +39 +3%
VFA
1274
Virtus Fund Advisers
Connecticut
$188K
CFA
1275
CT Financial Advisors
Pennsylvania
$188K

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.