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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
AA
1376
AlphaMark Advisors
Kentucky
$18K +$18K +125 New
FPB
1377
First PREMIER Bank
South Dakota
$17K +$17.3K +120 New
PRS
1378
Pinkerton Retirement Specialists
Idaho
$16K -$562K -3,900 -97%
BAM
1379
Barrett Asset Management
New York
$15K
CTB
1380
Country Trust Bank
Illinois
$15K
BCM
1381
Blume Capital Management
California
$14K
SJIM
1382
St. Johns Investment Management
Florida
$14K
WIC
1383
Woodmont Investment Counsel
Tennessee
$14K
RWML
1384
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$12.3K
FPFS
1385
First Personal Financial Services
North Carolina
$12K -$3.6K -25 -24%
DA
1386
Dunvegan Associates
California
$12K
HIM
1387
Hillsdale Investment Management
Ontario, Canada
$12K
RCWMU
1388
Rothschild & Co Wealth Management (UK)
United Kingdom
$12K +$11.5K +80 New
OFS
1389
Orrstown Financial Services
Pennsylvania
$6K -$28.8K -200 -83%
BCMIO
1390
Beacon Capital Management Inc (Ohio)
Ohio
$6K +$144 +1 +2%
LWA
1391
Lowe Wealth Advisors
Maryland
$4K
OC
1392
Oakworth Capital
Alabama
$3K
NC
1393
NewSquare Capital
Pennsylvania
$3K +$2.88K +20 New
DSN
1394
D. Scott Neal
Kentucky
$3K +$3.17K +22 New
CIM
1395
Contravisory Investment Management
Massachusetts
$2K +$2.02K +14 New
MJRIC
1396
Mogy Joel R Investment Counsel
California
$1.95K -$444K -3,082 -70%
IFA
1397
Interactive Financial Advisors
Illinois
$1K
WA
1398
WBH Advisory
Maryland
$812 -$10.4K -72 -1%
FNBOO
1399
First National Bank of Omaha
Nebraska
$734 +$176K +1,225 +32%
AA
1400
Ancient Art
Texas
-$57.7M -440,462 Closed

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.