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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
BRM
1326
Boston Research & Management
Massachusetts
$296K
CPA
1327
Court Place Advisors
Maryland
$293K
RWMH
1328
Riverpoint Wealth Management Holdings
Illinois
$293K +$745 +4 +0.3%
WG
1329
Welch Group
Alabama
$292K +$275K +1,475 New
SHWM
1330
Smith & Howard Wealth Management
Georgia
$292K +$275K +1,478 New
I
1331
IberiaBank
Louisiana
$290K -$8.19K -44 -3%
MCM
1332
Mengis Capital Management
Oregon
$290K
SS
1333
Simplicity Solutions
Minnesota
$290K +$13.4K +72 +5%
CHP
1334
Cable Hill Partners
Oregon
$288K -$18.4K -99 -6%
OA
1335
Oxbow Advisors
Texas
$287K
RIA
1336
Regal Investment Advisors
Michigan
$286K +$20.7K +111 +8%
MCP
1337
Mirador Capital Partners
California
$285K
CC
1338
Cedar Capital
Illinois
$285K +$20.9K +112 +8%
QCG
1339
Quadrant Capital Group
Ohio
$284K +$8.38K +45 +3%
NWM
1340
Northwest Wealth Management
Iowa
$283K +$4.65K +25 +2%
ORI
1341
Oak Ridge Investments
Illinois
$282K +$265K +1,424 New
FWM
1342
Focused Wealth Management
New York
$281K +$372 +2 +0.1%
EA
1343
Elm Advisors
California
$280K
REMPR
1344
Roof Eidam Maycock Peralta (REMP)
California
$280K
WA1
1345
Wimmer Associates 1
California
$280K +$3.91K +21 +2%
VA
1346
Valmark Advisers
Ohio
$280K +$21.8K +117 +9%
TF
1347
Tompkins Financial
New York
$278K
CCM
1348
CrestPoint Capital Management
Missouri
$277K
ESBC
1349
E.S. Barr & Co
Kentucky
$277K
NA
1350
Nottingham Advisors
New York
$277K

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.