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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
Capital World Investors
1
Capital World Investors
California
$6.26B -$439M -3,049,456 -7%
ETC
2
Evercore Trust Company
New York
$6.03B -$231M -1,603,849 -4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.94B -$23M -159,708 -0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.54B +$62.7M +435,466 +1%
State Street
5
State Street
Massachusetts
$4.09B +$19.2M +132,987 +0.5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.61B -$281M -1,948,786 -10%
BIT
7
BlackRock Institutional Trust
California
$2.4B -$15.8M -109,689 -0.7%
Jennison Associates
8
Jennison Associates
New York
$1.44B +$9.58M +66,537 +0.7%
BFA
9
BlackRock Fund Advisors
California
$1.2B +$107M +739,997 +10%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.18B +$67.6M +469,014 +6%
Northern Trust
11
Northern Trust
Illinois
$1.16B -$79.7M -553,202 -6%
Capital International Investors
12
Capital International Investors
California
$1.03B +$364M +2,527,949 +55%
Wells Fargo
13
Wells Fargo
California
$1.01B +$8.56M +59,454 +0.9%
Capital Research Global Investors
14
Capital Research Global Investors
California
$848M -$11.7M -81,000 -1%
UBS Group
15
UBS Group
Switzerland
$835M +$91.4M +634,734 +12%
Bank of America
16
Bank of America
North Carolina
$821M +$15.7M +108,835 +2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$753M +$11.6M +80,655 +2%
Goldman Sachs
18
Goldman Sachs
New York
$641M -$101M -704,299 -14%
American Century Companies
19
American Century Companies
Missouri
$628M +$113M +781,249 +22%
BG
20
BlackRock Group
United Kingdom
$612M +$7.6M +52,776 +1%
Ameriprise
21
Ameriprise
Minnesota
$604M -$59.3M -412,062 -9%
Morgan Stanley
22
Morgan Stanley
New York
$587M +$47.9M +332,348 +9%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$570M -$62.7M -435,471 -10%
WRF
24
Waddell & Reed Financial
Kansas
$557M -$7.09M -49,223 -1%
TCIM
25
TIAA CREF Investment Management
New York
$557M +$15.6M +108,082 +3%

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.