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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
TCCM
1476
Timber Creek Capital Management
Massachusetts
$108K -$18.6K -100 -15%
PCA
1477
Peddock Capital Advisors
Massachusetts
$104K
HWP
1478
Hefty Wealth Partners
Indiana
$100K -$682K -3,666 -88%
CAL
1479
Capital Advisors Ltd
Ohio
$98K +$372 +2 +0.4%
ST
1480
Sageworth Trust
Pennsylvania
$98K +$92.2K +495 New
AAC
1481
Asset Advisors Corp
Georgia
$94K
PWM
1482
Perigon Wealth Management
California
$93K +$41.1K +221 +88%
BC
1483
Barnett & Company
Tennessee
$90K +$55.9K +300 +192%
AIM
1484
Arcadia Investment Management
Michigan
$89K
DAM
1485
Delta Asset Management
Tennessee
$86K -$18.6K -100 -19%
ACM
1486
Aviance Capital Management
Florida
$85K -$723K -3,881 -90%
CPP
1487
Crow Point Partners
Massachusetts
$85K -$67.8K -364 -46%
MLFP
1488
MPS Loria Financial Planners
Illinois
$80K +$62.2K +334 New
CWM
1489
Cranbrook Wealth Management
Michigan
$79K
JAM
1490
Jolley Asset Management
North Carolina
$79K +$4.65K +25 +7%
LF
1491
Lee Financial
Texas
$76K -$67.8K -364 -49%
TDC
1492
Thompson Davis & Co
Virginia
$69K +$23.3K +125 +55%
GBT
1493
Grove Bank & Trust
Florida
$69K +$41.5K +223 +174%
MIC
1494
MU Investments Company
Japan
$67K -$39.1K -210 -38%
JFA
1495
JNBA Financial Advisors
Minnesota
$66K
DOA
1496
D'Orazio & Associates
Virginia
$63K
APSP
1497
Asset Planning Services (Pennsylvania)
Pennsylvania
$63K +$559 +3 +1%
HFM
1498
Harvest Fund Management
China
$62K +$31.1K +167 +115%
ECM
1499
Estabrook Capital Management
New York
$58.5K
EWM
1500
Endurance Wealth Management
Rhode Island
$58K -$6.52K -35 -11%

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.