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1,259 hedge funds and large institutions have $80.8B invested in Boeing in 2014 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 489 increasing their positions, 441 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 63

20% more capital invested

Capital invested by funds: $67.2B → $80.8B (+$13.6B)

17% more funds holding in top 10

Funds holding in top 10: 5969 (+10)

11% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 441

8% more funds holding

Funds holding: 1,1671,259 (+92)

0.65% more ownership

Funds ownership: 73.33%73.98% (+0.65%)

50% less call options, than puts

Call options by funds: $996M | Put options by funds: $1.99B

Holders
1,259
Holders Change
+92
Holders Change %
+7.88%
% of All Funds
33.57%
Holding in Top 10
69
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.95%
% of All Funds
1.84%
New
166
Increased
489
Reduced
441
Closed
63
Calls
$996M
Puts
$1.99B
Net Calls
-$991M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Change in
Stake
ID
251
Integral Derivatives
New York
$14.8M +$4.83M +38,082 +50%
Parallax Volatility Advisers
252
Parallax Volatility Advisers
California
$14.8M +$4.77M +37,592 +49%
RMA
253
Roffman Miller Associates
Pennsylvania
$14.8M +$255K +2,015 +2%
BSA
254
Braun Stacey Associates
New York
$14.8M -$3.83M -30,180 -21%
SW
255
SVB Wealth
Massachusetts
$14.6M +$14.3M +112,701 New
CB
256
Commerce Bank
Missouri
$14.6M +$153K +1,205 +1%
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$14.3M +$595K +4,692 +4%
PA
258
Pinnacle Associates
New York
$14.1M +$45.9K +362 +0.3%
Janus Henderson Group
259
Janus Henderson Group
United Kingdom
$14.1M -$177K -1,395 -1%
HIMC
260
Heritage Investors Management Corp
Maryland
$14M +$402K +3,173 +3%
Boston Partners
261
Boston Partners
Massachusetts
$14M -$9.86M -77,753 -42%
AIM
262
Allen Investment Management
New York
$13.8M +$679K +5,354 +5%
BG
263
Bollard Group
Massachusetts
$13.8M +$781K +6,157 +6%
BPC
264
Banque Pictet & Cie
Switzerland
$13.8M -$1.85M -14,553 -12%
ACM
265
Azimuth Capital Management
Michigan
$13.6M +$402K +3,170 +3%
DILH
266
Dai-ichi Life Holdings
Japan
$13.5M -$576K -4,539 -4%
GH
267
GAM Holding
Switzerland
$13.5M +$685K +5,406 +5%
PG
268
PEAK6 Group
Illinois
$13.3M +$2.89M +22,781 +29%
NIM
269
Needham Investment Management
New York
$13M
CII
270
Capital International Inc
California
$13M -$3.14M -24,800 -20%
OTPPB
271
Ontario Teachers' Pension Plan Board
Ontario, Canada
$12.9M -$2M -15,745 -14%
NB
272
Norinchukin Bank
Japan
$12.8M +$2.32M +18,279 +23%
GIA
273
Granite Investment Advisors
New Hampshire
$12.5M -$468K -3,690 -4%
OC
274
Oppenheimer & Co
New York
$12.5M +$2.18M +17,222 +22%
BF
275
BOK Financial
Oklahoma
$12.4M +$2.38M +18,802 +25%

BA Hedge Fund Activity: Q4 2014 in Review

1,259 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q4 2014, worth a combined $80.8B — up 20% from $67.2B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new BA positions and 63 closed out — a net gain of 103 holders — while 489 added to existing stakes and 441 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $415M. The largest seller was Capital World Investors, cutting an estimated $181M.

  • 1,259 institutional investors held Boeing (BA) as of Q4 2014, up from 1,167 in Q3 2014.
  • Funds reported $80.8B of Boeing stock for Q4 2014, up 20% quarter-over-quarter.
  • 166 funds opened new Boeing positions in Q4 2014 and 63 closed out, a net change of +103 holders.
  • The largest Boeing buyer in Q4 2014 was Capital Research Global Investors, an estimated $415M added.
  • The largest Boeing seller in Q4 2014 was Capital World Investors, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2014.