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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
BWA
1326
Burt Wealth Advisors
Maryland
$68K
AIM
1327
Arcadia Investment Management
Michigan
$65K +$50.4K +350 +350%
GBBWRPM
1328
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$62K +$61.8K +429 New
MWM
1329
MinichMacGregor Wealth Management
New York
$62K +$64.2K +446 New
DOA
1330
D'Orazio & Associates
Virginia
$61K -$21.6K -150 -26%
SCA
1331
Stuart Chaussee & Associates
California
$59K +$59K +410 New
CWM
1332
Cranbrook Wealth Management
Michigan
$58K
FI
1333
FCM Investments
Texas
$58K
PR
1334
Payden & Rygel
California
$58K
ACM
1335
Armbruster Capital Management
New York
$56K +$56.2K +390 New
RPG
1336
Risk Paradigm Group
Texas
$53.8K +$37.3K +259 +229%
AP
1337
Atwood & Palmer
Missouri
$53K
JGIA
1338
Jackson Grant Investment Advisers
Connecticut
$53K +$52.7K +366 New
FNBSF
1339
First National Bank Sioux Falls
South Dakota
$51K
MA
1340
MCF Advisors
Kentucky
$51K
PFG
1341
Piershale Financial Group
Illinois
$51K +$7.34K +51 +17%
SIM
1342
Sonora Investment Management
Arizona
$48K -$24.2K -168 -33%
M
1343
MOTCO
Texas
$48K +$23.3K +162 +95%
JFA
1344
JNBA Financial Advisors
Minnesota
$44K
KM
1345
Kalos Management
Georgia
$44K
JWA
1346
JFS Wealth Advisors
Pennsylvania
$44K +$29.1K +202 +202%
OSNBOA
1347
Old Second National Bank of Aurora
Illinois
$42K -$1.73K -12 -4%
CAL
1348
Capital Advisors Ltd
Ohio
$41K +$144 +1 +0.4%
EWM
1349
Endurance Wealth Management
Rhode Island
$40K -$10.1K -70 -20%
MUS
1350
Mitsubishi UFJ Securities
Japan
$40K -$2.88K -20 -7%

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.