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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
SC
1301
Saturna Capital
Washington
$120K -$685K -4,755 -85%
Loomis, Sayles & Company
1302
Loomis, Sayles & Company
Massachusetts
$120K +$3.89K +27 +3%
RFWA
1303
RPg Family Wealth Advisory
Massachusetts
$119K +$118K +820 New
ECM
1304
Estabrook Capital Management
New York
$116K
VCM
1305
Vigilant Capital Management
Maine
$112K -$8.5K -59 -7%
NCM
1306
Nelson Capital Management
California
$110K -$30.5K -212 -22%
LWM
1307
Lenox Wealth Management
Ohio
$109K -$1.15K -8 -1%
CCS
1308
Crosspoint Capital Strategies
California
$107K +$83.8K +582 +280%
PSI
1309
Pinnacle Summer Investments
Virginia
$105K +$22.8K +158 +28%
BMM
1310
Buffington Mohr McNeal
Idaho
$101K +$101K +700 New
WAS
1311
WESPAC Advisors SoCal
California
$101K +$101K +700 New
KKAMG
1312
Kernodle & Katon Asset Management Group
Arkansas
$101K +$101K +701 New
OAM
1313
Orinda Asset Management
California
$98K +$97.6K +678 New
MCM
1314
MV Capital Management
Maryland
$97K
PMFA
1315
Plante Moran Financial Advisors
Michigan
$93K -$7.49K -52 -7%
TFA
1316
Transamerica Financial Advisors
Florida
$91K
DAM
1317
Delta Asset Management
Tennessee
$90K +$5.76K +40 +7%
LWA
1318
Lenox Wealth Advisors
New York
$84K -$4.32K -30 -5%
GAM
1319
Gemmer Asset Management
California
$84K +$7.63K +53 +10%
N
1320
Nuveen
North Carolina
$83.7K -$17.9M -124,446 -18%
KCPG
1321
Kavar Capital Partners Group
Kansas
$81K
GI
1322
Gradient Investments
Minnesota
$79K -$144 -1 -0.2%
BL
1323
Balentine LLC
Georgia
$78K
CBT
1324
Central Bank & Trust
Kentucky
$78K +$15.8K +110 +26%
VCM
1325
Versant Capital Management
Arizona
$78K +$77.8K +540 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.