We are live on ! Find out more

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
AFG
1301
Albion Financial Group
Utah
$316K
BHC
1302
Bowen Hanes & Co
Florida
$316K
EAMA
1303
EFG Asset Management (Americas)
Florida
$316K +$298K +1,600 New
ARMC
1304
American Research & Management Company
Massachusetts
$315K
RWA
1305
River Wealth Advisors
Pennsylvania
$315K +$24.2K +130 +9%
IMOV
1306
Investment Management of Virginia
Virginia
$314K -$1.86K -10 -0.6%
SCI
1307
Stableford Capital II
Arizona
$312K -$16.6K -89 -5%
BLAM
1308
Bourne Lent Asset Management
New York
$312K
SSA
1309
South Street Advisors
New York
$311K
RWM
1310
Ritholtz Wealth Management
New York
$311K +$293K +1,573 New
LAIC
1311
Lederer & Associates Investment Counsel
California
$310K -$3.72K -20 -1%
NCM
1312
Nelson Capital Management
California
$308K
NAM
1313
NTV Asset Management
West Virginia
$307K +$28.1K +151 +11%
SIM
1314
SSI Investment Management
California
$306K -$3.17K -17 -1%
ID
1315
Integral Derivatives
New York
$305K -$644K -3,459 -69%
CWP
1316
Capital Wealth Planning
Florida
$303K -$840K -4,510 -75%
Carson Wealth (CWM LLC)
1317
Carson Wealth (CWM LLC)
Nebraska
$303K -$78.2K -420 -22%
PAG
1318
Pinnacle Advisory Group
Maryland
$301K +$186 +1 +0.1%
OWP
1319
Obermeyer Wealth Partners
Colorado
$299K
PGA
1320
Portland Global Advisors
Maine
$299K
SSW
1321
Smith Shellnut Wilson
Mississippi
$299K +$105K +562 +32%
HS
1322
HighVista Strategies
Massachusetts
$297K -$801K -4,300 -74%
SWK
1323
Stephen W. Kidder
$297K -$93.1K -500 -25%
TH
1324
TCTC Holdings
Texas
$297K
GLA
1325
Good Life Advisors
Pennsylvania
$297K +$42.6K +229 +19%

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.