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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
SFFS
1276
Stonehage Fleming Financial Services
Jersey
$186K
WG
1277
Welch Group
Alabama
$181K +$1.15K +8 +0.6%
Carson Wealth (CWM LLC)
1278
Carson Wealth (CWM LLC)
Nebraska
$173K -$72K -500 -29%
AA
1279
Apriem Advisors
California
$172K +$4.32K +30 +3%
VC
1280
Vestor Capital
Illinois
$170K
LWM
1281
LBA Wealth Management
Florida
$155K +$104K +720 +206%
FWM
1282
Focused Wealth Management
New York
$146K +$7.49K +52 +5%
FWC
1283
First Washington Corp
Washington
$145K
SFU
1284
Stonehage Fleming (UK)
United Kingdom
$145K +$28.8K +200 +25%
CPIG
1285
Chicago Partners Investment Group
Illinois
$144K +$144K +998 New
SRP
1286
Saddle Road Partners
Nebraska
$143K +$143K +992 New
SC
1287
SRB Corp
Massachusetts
$142K -$27.9K -194 -17%
KLWA
1288
Kelly Lawrence W & Associates
California
$140K
AIA
1289
Allegis Investment Advisors
Idaho
$140K +$139K +965 New
WA
1290
WealthTrust-Arizona
Arizona
$138K
LJHT
1291
Laurie J. Hall Trustee
$136K +$173K +1,200 New
GS
1292
GAM Systematic
United Kingdom
$135K -$306K -2,125 -70%
FA
1293
Friess Associates
Delaware
$133K
IPC
1294
Independent Portfolio Consultants
Florida
$132K +$17.3K +120 +15%
RGI
1295
River Global Investors
United Kingdom
$130K +$130K +900 New
VNA
1296
Valley National Advisers
Pennsylvania
$127K -$18.7K -130 -13%
MPWT
1297
MassMutual Private Wealth & Trust
Connecticut
$127K -$73.5K -510 -37%
PO
1298
Private Ocean
California
$126K
Manulife (Manufacturers Life Insurance)
1299
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$125K -$4.43M -30,728 -3%
AWM
1300
AllSquare Wealth Management
New York
$122K -$144 -1 -0.1%

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.