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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
BL
1526
Balentine LLC
Georgia
$23K
GBBWRPM
1527
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$23K
OC
1528
Oakworth Capital
Alabama
$22K
PRS
1529
Pinkerton Retirement Specialists
Idaho
$22K
RFWA
1530
RPg Family Wealth Advisory
Massachusetts
$21.9K +$20.7K +111 New
SCA
1531
Stuart Chaussee & Associates
California
$20K -$1.3K -7 -7%
BCM
1532
Blume Capital Management
California
$20K
SJIM
1533
St. Johns Investment Management
Florida
$20K
NCM
1534
New Capital Management
Texas
$18K
AWMS
1535
Advocacy Wealth Management Services
Georgia
$16K -$7.45K -40 -33%
RI
1536
Redwood Investments
Massachusetts
$16K
SIA
1537
Sit Investment Associates
Minnesota
$12K
HS
1538
Horan Securities
United States
$10K
SMFG
1539
Sumitomo Mitsui Financial Group
Japan
$9K -$139K -749 -94%
CFD
1540
Creative Financial Designs
Indiana
$9K
LWA
1541
Lowe Wealth Advisors
Maryland
$5K
NC
1542
NewSquare Capital
Pennsylvania
$5K
PCFFS
1543
Pacific Center for Financial Services
California
$5K
RBC
1544
Roble Belko & Company
Pennsylvania
$2K
SHJ
1545
Sharkey, Howes & Javer
Colorado
$1K
CFA
1546
Camarda Financial Advisors
Florida
$1K +$1.12K +6 New
CT
1547
Chicago Trust
Illinois
$836 -$13K -70 -2%
AUB
1548
Atlantic Union Bankshares
Virginia
$267 +$8.94K +48 +4%
IWM
1549
IHT Wealth Management
Illinois
$13 +$291K +1,561 +79%
CLM
1550
ClearBridge LLC (Maryland)
Maryland
-$66.7M -377,395 Closed

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.