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1,396 hedge funds and large institutions have $73.1B invested in Boeing in 2015 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 565 increasing their positions, 495 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 63

19% more funds holding in top 10

Funds holding in top 10: 7488 (+14)

14% more repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 495

9% more capital invested

Capital invested by funds: $67.4B → $73.1B (+$5.75B)

5% more funds holding

Funds holding: 1,3241,396 (+72)

0.31% more ownership

Funds ownership: 74.68%74.99% (+0.31%)

32% less call options, than puts

Call options by funds: $1.02B | Put options by funds: $1.49B

Holders
1,396
Holders Change
+72
Holders Change %
+5.44%
% of All Funds
36.61%
Holding in Top 10
88
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+18.92%
% of All Funds
2.31%
New
154
Increased
565
Reduced
495
Closed
63
Calls
$1.02B
Puts
$1.49B
Net Calls
-$471M
Net Calls Change
+$477M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
201
WesBanco Bank
West Virginia
$27.7M -$162K -1,124 -0.6%
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$27.7M +$1.26M +8,781 +5%
Janus Henderson Group
203
Janus Henderson Group
United Kingdom
$27.7M -$197K -1,366 -0.7%
SGAM
204
Smith Group Asset Management
Texas
$26.7M -$515K -3,576 -2%
SG Americas Securities
205
SG Americas Securities
New York
$26.7M -$68.7M -476,899 -72%
Macquarie Group
206
Macquarie Group
Australia
$26.1M +$3.69M +25,600 +17%
OCM
207
Osterweis Capital Management
California
$25.8M -$20.6M -142,957 -44%
WG
208
Winton Group
United Kingdom
$25.4M -$12.6M -87,673 -33%
DekaBank Deutsche Girozentrale
209
DekaBank Deutsche Girozentrale
Germany
$25.2M +$754K +5,234 +3%
CI
210
Conning Inc
Connecticut
$25.1M -$3.46M -24,029 -12%
CIA
211
CCM Investment Advisers
South Carolina
$25M +$4.1M +28,472 +20%
SCM
212
SKBA Capital Management
California
$24.9M +$5.23M +36,300 +27%
OI
213
Oakbrook Investments
Illinois
$24.8M +$1.34M +9,330 +6%
ASRS
214
Arizona State Retirement System
Arizona
$24.5M -$735K -5,100 -3%
IRF
215
IBM Retirement Fund
New York
$24.3M -$21.6K -150 -0.1%
BGCP
216
Bristol Gate Capital Partners
Ontario, Canada
$24M +$2.02M +14,022 +9%
KeyBank National Association
217
KeyBank National Association
Ohio
$23.9M +$201K +1,398 +0.9%
Alyeska Investment Group
218
Alyeska Investment Group
Illinois
$23.8M -$20.8M -144,119 -47%
MCM
219
McKinley Capital Management
Alaska
$23.7M +$2.81M +19,510 +14%
Envestnet Asset Management
220
Envestnet Asset Management
Illinois
$23.4M -$1.31M -9,119 -5%
FWCM
221
Ferguson Wellman Capital Management
Oregon
$23.3M -$9.52M -66,097 -29%
Public Sector Pension Investment Board (PSP Investments)
222
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.3M -$1.07M -7,400 -4%
PSUF
223
People's United Financial
Connecticut
$23M +$870K +6,039 +4%
TCT
224
TIAA CREF Trust
Missouri
$22.9M +$1.46M +10,145 +7%
HIMCH
225
Hartford Investment Management Co (HIMCO)
Connecticut
$22.9M -$1.05M -7,320 -4%

BA Hedge Fund Activity: Q4 2015 in Review

1,396 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q4 2015, worth a combined $73.1B — up 8.5% from $67.4B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new BA positions and 63 closed out — a net gain of 91 holders — while 565 added to existing stakes and 495 trimmed.

The largest buyer was Capital International Investors, adding an estimated $364M. The largest seller was Capital World Investors, cutting an estimated $439M.

  • 1,396 institutional investors held Boeing (BA) as of Q4 2015, up from 1,324 in Q3 2015.
  • Funds reported $73.1B of Boeing stock for Q4 2015, up 8.5% quarter-over-quarter.
  • 154 funds opened new Boeing positions in Q4 2015 and 63 closed out, a net change of +91 holders.
  • The largest Boeing buyer in Q4 2015 was Capital International Investors, an estimated $364M added.
  • The largest Boeing seller in Q4 2015 was Capital World Investors, an estimated $439M sold.

Based on aggregated 13F filings for Q4 2015.