We are live on ! Find out more

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
TCM
1401
Tetrem Capital Management
Manitoba, Canada
$237K
WGCA
1402
Wolf Group Capital Advisors
Virginia
$236K
VCM
1403
Vision Capital Management
Oregon
$233K -$41.3K -222 -16%
EWM
1404
Evermay Wealth Management
Virginia
$232K
RWM
1405
RKL Wealth Management
Pennsylvania
$230K +$216K +1,160 New
GWM
1406
GSB Wealth Management
Connecticut
$229K
JFL
1407
Jarislowsky, Fraser Ltd
Quebec, Canada
$228K
KLWA
1408
Kelly Lawrence W & Associates
California
$228K
FA
1409
FCG Advisors
New Jersey
$227K +$214K +1,149 New
VFA
1410
Virtus Fund Advisers
Connecticut
$223K -$37.2K -200 -15%
RCM
1411
RB Capital Management
Nevada
$223K +$210K +1,130 New
MA
1412
MCF Advisors
Kentucky
$222K +$76.1K +409 +57%
SBL
1413
Sargent Bickham Lagudis
Colorado
$221K -$7.07K -38 -3%
HPWM
1414
Highland Private Wealth Management
Washington
$220K +$207K +1,113 New
FBC
1415
Fairfield, Bush & Co
Connecticut
$218K -$37.2K -200 -15%
AOWM
1416
Alpha Omega Wealth Management
Virginia
$218K
CC
1417
Cadinha & Co
Hawaii
$218K +$205K +1,100 New
GBA
1418
Garrison Bradford & Associates
New York
$218K +$205K +1,100 New
WIC
1419
Whitegate Investment Counselors
New Hampshire
$218K +$205K +1,100 New
F
1420
Filament
Washington
$218K +$206K +1,104 New
RTS
1421
Round Table Services
New Jersey
$217K +$204K +1,097 New
DHFB
1422
Dixon Hubard Feinour & Brown
Virginia
$216K +$203K +1,093 New
CCM
1423
Cohen Capital Management
California
$214K
GC
1424
Gratus Capital
Georgia
$214K +$202K +1,084 New
BIG
1425
Bellwether Investment Group
Tennessee
$213K +$190K +1,023 +1,930%

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.