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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
BFA
1351
Beaumont Financial Advisors
Massachusetts
$275K +$259K +1,389 New
SBSB
1352
Sullivan, Bruyette, Speros & Blaney
Virginia
$274K +$186 +1 +0.1%
ABA
1353
American Beacon Advisors
Texas
$273K
AA
1354
Apriem Advisors
California
$272K +$26.6K +143 +12%
YWP
1355
YorkBridge Wealth Partners
New York
$272K +$37.2K +200 +17%
SWM
1356
Stockman Wealth Management
Montana
$271K -$326K -1,749 -56%
BCM
1357
Birmingham Capital Management
Alabama
$270K
WCA
1358
Westover Capital Advisors
Delaware
$269K +$8.75K +47 +4%
SFG
1359
SNS Financial Group
Minnesota
$264K -$9.31K -50 -4%
RFS
1360
Rockefeller Financial Services
New York
$264K +$122K +655 +97%
IA
1361
Independence Advisors
Pennsylvania
$263K -$2.98K -16 -1%
BO
1362
BRR OpCo
Ohio
$262K +$14.5K +78 +6%
BOS
1363
Bingham Osborn & Scarborough
California
$261K +$5.77K +31 +2%
CCM
1364
Chilton Capital Management
Texas
$259K
SIC
1365
Salem Investment Counselors
North Carolina
$258K +$37.8K +203 +18%
HCP
1366
Holt Capital Partners
Texas
$257K
SFG
1367
Summit Financial Group
West Virginia
$255K +$240K +1,288 New
CBB
1368
Citizens Business Bank
California
$254K
RHFI
1369
Reilly Herbert Faulkner III
$254K
OWIM
1370
Old West Investment Management
California
$254K +$240K +1,289 New
HCM
1371
Hall Capital Management
Rhode Island
$253K
GLI
1372
Guardian Life Insurance
New York
$252K -$172K -925 -42%
BCM
1373
BTC Capital Management
Iowa
$252K
DMC
1374
Drexel Morgan & Co
Pennsylvania
$252K
PV
1375
Private Vista
Illinois
$252K +$225K +1,208 New

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.