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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
TFO
1351
Tarbox Family Office
California
$39K -$864 -6 -2%
ANBT
1352
American National Bank & Trust
Texas
$36K
HCM
1353
Highlander Capital Management
New Jersey
$36K
HF
1354
Hoxton Financial
West Virginia
$35K
BFEC
1355
Benjamin F. Edwards & Company
Missouri
$35K +$4.61K +32 +15%
SAM
1356
Shamrock Asset Management
Texas
$34K
DPA
1357
Delphi Private Advisors
California
$33K +$33.3K +231 New
AWMS
1358
Advocacy Wealth Management Services
Georgia
$32K +$32.3K +224 New
MBT
1359
Monroe Bank & Trust
Michigan
$31K
AIS
1360
Accurate Investment Solutions
Pennsylvania
$30K +$29.8K +207 New
CFG
1361
CKW Financial Group
Hawaii
$29K
HPBT
1362
High Point Bank & Trust
North Carolina
$29K
WAS
1363
Winch Advisory Services
Wisconsin
$29K
TRCT
1364
Tower Research Capital (TRC)
New York
$29K +$28.7K +199 New
AOWM
1365
Alpha Omega Wealth Management
Virginia
$29K +$28.8K +200 New
EDRAML
1366
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$29K +$28.8K +200 New
TWMP
1367
Taylor Wealth Management Partners
Massachusetts
$28K -$6.91K -48 -20%
TCCM
1368
Timber Creek Capital Management
Massachusetts
$28K +$14.4K +100 +100%
SIG
1369
Stanford Investment Group
California
$27K +$144 +1 +0.5%
DIA
1370
Dana Investment Advisors
Wisconsin
$26.8K -$25.7M -178,655 -87%
GXMC
1371
Global X Management Company
New York
$23K +$1.87K +13 +9%
PCP
1372
Proficio Capital Partners
Massachusetts
$23K +$22.8K +158 New
LOCC
1373
Lombard Odier & Cie (Canada)
Quebec, Canada
$22K
TSU
1374
TD Securities (USA)
New York
$20K -$32.3K -224 -61%
TDC
1375
Thompson Davis & Co
Virginia
$19K

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.