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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
TWMP
1451
Taylor Wealth Management Partners
Massachusetts
$182K
LWM
1452
Lenox Wealth Management
Ohio
$178K -$24.8K -133 -13%
WPA
1453
West Paces Advisors
Georgia
$177K
GAM
1454
Gemmer Asset Management
California
$172K -$5.77K -31 -3%
AAP
1455
Arax Advisory Partners
Colorado
$168K +$20.1K +108 +15%
PO
1456
Private Ocean
California
$167K
JGIA
1457
Jackson Grant Investment Advisers
Connecticut
$165K +$372 +2 +0.2%
OFW
1458
Omnia Family Wealth
Florida
$165K +$7.82K +42 +5%
CIA
1459
Cascade Investment Advisors
Oregon
$161K
AIM
1460
Acrospire Investment Management
Illinois
$158K +$18.6K +100 +14%
VCM
1461
Vigilant Capital Management
Maine
$147K
MBI
1462
Montrusco Bolton Investments
Quebec, Canada
$145K +$136K +732 New
HCM
1463
Herndon Capital Management
Georgia
$142K +$30.7K +165 +30%
TJHA
1464
Thomas J. Herzfeld Advisors
Florida
$141K +$1.12K +6 +0.8%
CWM
1465
Catamount Wealth Management
Connecticut
$138K +$130K +700 New
FMTCOCP
1466
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$135K -$2.79K -15 -2%
CCM
1467
CWH Capital Management
Washington
$134K +$127K +680 New
MWM
1468
MinichMacGregor Wealth Management
New York
$127K
SIAP
1469
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$124K
PCP
1470
Proficio Capital Partners
Massachusetts
$123K -$19.9K -107 -17%
VIA
1471
Vantage Investment Advisors
Pennsylvania
$123K +$15.6K +84 +11%
MSFP
1472
Mark Sheptoff Financial Planning
Connecticut
$119K +$186 +1 +0.2%
VCM
1473
Versant Capital Management
Arizona
$118K +$12.1K +65 +12%
CPA
1474
Clear Perspective Advisors
Illinois
$113K +$25.1K +135 +31%
OSNBOA
1475
Old Second National Bank of Aurora
Illinois
$109K

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.