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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
SGK
1426
Steigerwald Gordon & Koch
Virginia
$213K +$201K +1,078 New
FNBOH
1427
First National Bank of Hutchinson
Kansas
$212K +$186K +1,000 New
HCM
1428
Howland Capital Management
Massachusetts
$212K +$199K +1,071 New
LCM
1429
Leisure Capital Management
California
$211K +$199K +1,068 New
CAI
1430
Capital Advisors Inc
Oklahoma
$210K +$198K +1,063 New
VHAM
1431
Van Hulzen Asset Management
California
$208K +$196K +1,051 New
BW
1432
Bison Wealth
Georgia
$208K +$196K +1,053 New
MPWT
1433
MassMutual Private Wealth & Trust
Connecticut
$207K -$14K -75 -7%
RB
1434
Rodgers Brothers
Pennsylvania
$206K -$195K -1,050 -50%
NCM
1435
Novare Capital Management
North Carolina
$206K +$194K +1,041 New
PA
1436
Probity Advisors
Texas
$205K +$193K +1,038 New
NIC
1437
Northwest Investment Counselors
Oregon
$204K +$192K +1,032 New
PWAP
1438
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$203K +$192K +1,029 New
AIA
1439
AIMZ Investment Advisors
California
$202K +$190K +1,022 New
PAG
1440
Private Advisory Group
Washington
$202K +$190K +1,022 New
KS
1441
Karpas Strategies
Connecticut
$201K +$190K +1,018 New
FP
1442
FDO Partners
Massachusetts
$200K +$188K +1,009 New
CFN
1443
Cordasco Financial Network
Florida
$198K
TFO
1444
Tarbox Family Office
California
$196K
MCIA
1445
Mountain Capital Investment Advisors
Colorado
$196K +$184K +991 New
SC
1446
SRB Corp
Massachusetts
$195K -$6.52K -35 -3%
MCM
1447
MV Capital Management
Maryland
$192K +$10.6K +57 +6%
SIAS
1448
Shine Investment Advisory Services
Colorado
$188K +$177K +949 New
WA
1449
WealthTrust-Arizona
Arizona
$187K -$25.1K -135 -13%
RPG
1450
Risk Paradigm Group
Texas
$186K +$161K +863 +1,092%

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.