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1,658 hedge funds and large institutions have $107B invested in Boeing in 2017 Q3 according to their latest regulatory filings, with 179 funds opening new positions, 498 increasing their positions, 774 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 58

61% more funds holding in top 10

Funds holding in top 10: 100161 (+61)

27% more capital invested

Capital invested by funds: $84.6B → $107B (+$22.9B)

7% more funds holding

Funds holding: 1,5481,658 (+110)

0.67% more ownership

Funds ownership: 70.81%71.48% (+0.67%)

36% less repeat investments, than reductions

Existing positions increased: 498 | Existing positions reduced: 774

38% less call options, than puts

Call options by funds: $1.95B | Put options by funds: $3.17B

Holders
1,658
Holders Change
+110
Holders Change %
+7.11%
% of All Funds
41.33%
Holding in Top 10
161
Holding in Top 10 Change
+61
Holding in Top 10 Change %
+61%
% of All Funds
4.01%
New
179
Increased
498
Reduced
774
Closed
58
Calls
$1.95B
Puts
$3.17B
Net Calls
-$1.22B
Net Calls Change
-$404M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1551
Peak Capital Management
Colorado
$206K +$189K +809 New
CIA
1552
Cascade Investment Advisors
Oregon
$203K -$3.5K -15 -2%
KLI
1553
Kelman-Lazarov Inc
Tennessee
$203K +$186K +797 New
HHGA
1554
Halbert Hargrove Global Advisors
California
$203K +$186K +800 New
BWL
1555
Bogart Wealth LLC
Virginia
$202K +$183K +783 New
BFG
1556
Bouchey Financial Group
New York
$201K +$184K +789 New
UF
1557
Univest Financial
Pennsylvania
$200K +$184K +788 New
VIA
1558
Vantage Investment Advisors
Pennsylvania
$197K -$15.2K -65 -8%
WWM
1559
Willingdon Wealth Management
North Carolina
$196K +$180K +771 New
BWA
1560
BDO Wealth Advisors
Florida
$191K -$209K -897 -54%
SC
1561
SRB Corp
Massachusetts
$189K -$56.9K -244 -25%
CWM
1562
Catamount Wealth Management
Connecticut
$189K +$10.5K +45 +6%
TJHA
1563
Thomas J. Herzfeld Advisors
Florida
$182K +$932 +4 +0.6%
FMTCOCP
1564
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$173K
M
1565
MOTCO
Texas
$171K -$4.92M -21,098 -97%
WA
1566
WealthTrust-Arizona
Arizona
$170K -$64.3K -276 -29%
MWM
1567
MinichMacGregor Wealth Management
New York
$164K
PWM
1568
Perigon Wealth Management
California
$161K +$38.2K +164 +35%
SIAP
1569
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$159K
VCM
1570
Versant Capital Management
Arizona
$155K +$2.8K +12 +2%
MSFP
1571
Mark Sheptoff Financial Planning
Connecticut
$154K
CPA
1572
Clear Perspective Advisors
Illinois
$151K +$5.13K +22 +4%
OSNBOA
1573
Old Second National Bank of Aurora
Illinois
$144K +$4.2K +18 +3%
GAM
1574
Gemmer Asset Management
California
$143K -$71.1K -305 -35%
JT
1575
Jump Trading
Illinois
$143K +$98.4K +422 +299%

BA Hedge Fund Activity: Q3 2017 in Review

1,658 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q3 2017, worth a combined $107B — up 27% from $84.6B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new BA positions and 58 closed out — a net gain of 121 holders — while 498 added to existing stakes and 774 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $321M. The largest seller was Capital World Investors, cutting an estimated $1.65B.

  • 1,658 institutional investors held Boeing (BA) as of Q3 2017, up from 1,548 in Q2 2017.
  • Funds reported $107B of Boeing stock for Q3 2017, up 27% quarter-over-quarter.
  • 179 funds opened new Boeing positions in Q3 2017 and 58 closed out, a net change of +121 holders.
  • The largest Boeing buyer in Q3 2017 was Arrowstreet Capital, an estimated $321M added.
  • The largest Boeing seller in Q3 2017 was Capital World Investors, an estimated $1.65B sold.

Based on aggregated 13F filings for Q3 2017.