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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
CLOS
1251
Compagnie Lombard Odier SCmA
Switzerland
$368K -$83.8K -450 -19%
KWMG
1252
King Wealth Management Group
Florida
$368K +$22.9K +123 +7%
CAM
1253
Concorde Asset Management
Michigan
$365K -$236K -1,268 -41%
CCMG
1254
Clark Capital Management Group
Pennsylvania
$365K -$55.9K -300 -14%
HCA
1255
Heck Capital Advisors
Wisconsin
$365K -$25.9K -139 -7%
PAS
1256
Partnervest Advisory Services
California
$364K -$189K -1,017 -36%
SCA
1257
Sippican Capital Advisors
Massachusetts
$360K -$8.75K -47 -3%
MWM
1258
Mission Wealth Management
California
$360K -$4.65K -25 -1%
AF
1259
Arrow Financial
New York
$360K
PA
1260
Perennial Advisors
New York
$359K -$10.2K -55 -3%
AAM
1261
American Asset Management
Florida
$358K +$186 +1 +0.1%
VC
1262
Vicus Capital
Pennsylvania
$357K +$78.7K +423 +31%
FPCP
1263
Fort Point Capital Partners
California
$356K -$37.2K -200 -10%
NFGCM
1264
Norman Fields Gottscho Capital Management
New York
$356K
CCMW
1265
Cypress Capital Management (Wyoming)
Wyoming
$356K
ZB
1266
Zions Bancorporation
Utah
$355K +$7.45K +40 +2%
ICM
1267
IMS Capital Management
Oregon
$354K -$18.1K -97 -5%
JSL
1268
JT Stratford LLC
Georgia
$354K -$9.87K -53 -3%
FBT
1269
First Bankers Trust
Kentucky
$353K -$18.6K -100 -5%
EWA
1270
Exencial Wealth Advisors
Oklahoma
$352K +$15.8K +85 +5%
AIA
1271
Allegis Investment Advisors
Idaho
$351K +$330K +1,775 New
DVM
1272
Dreman Value Management
Florida
$349K
VAM
1273
Verity Asset Management
North Carolina
$346K +$80.1K +430 +33%
FCCM
1274
First City Capital Management
Georgia
$345K -$14.3K -77 -4%
Loomis, Sayles & Company
1275
Loomis, Sayles & Company
Massachusetts
$345K +$12.5K +67 +4%

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.