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1,197 hedge funds and large institutions have $68.1B invested in Boeing in 2014 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 477 increasing their positions, 463 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 53

1% more funds holding

Funds holding: 1,1831,197 (+14)

3% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 463

1% more capital invested

Capital invested by funds: $67.6B → $68.1B (+$504M)

0.22% more ownership

Funds ownership: 73.47%73.69% (+0.22%)

13% less funds holding in top 10

Funds holding in top 10: 6456 (-8)

57% less call options, than puts

Call options by funds: $790M | Put options by funds: $1.86B

Holders
1,197
Holders Change
+14
Holders Change %
+1.18%
% of All Funds
34.39%
Holding in Top 10
56
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-12.5%
% of All Funds
1.61%
New
73
Increased
477
Reduced
463
Closed
53
Calls
$790M
Puts
$1.86B
Net Calls
-$1.07B
Net Calls Change
-$123M
Name Holding Trade Value Shares
Change
Change in
Stake
BT
351
Beacon Trust
New Jersey
$7.03M +$200K +1,534 +3%
UCFA
352
United Capital Financial Advisors
Texas
$7.02M +$535K +4,095 +8%
PWP
353
Private Wealth Partners
California
$6.99M +$4.57K +35 +0.1%
MA
354
MUFG Americas
New York
$6.91M +$120K +920 +2%
AMI
355
Amica Mutual Insurance
Rhode Island
$6.89M
MCM
356
Murphy Capital Management
New Jersey
$6.83M -$87.1K -667 -1%
CSIC
357
Clifford Swan Investment Counsel
California
$6.78M +$539K +4,126 +8%
KFS
358
KMS Financial Services
Washington
$6.76M -$8.75K -67 -0.1%
CA
359
CapWealth Advisors
Tennessee
$6.74M +$550K +4,217 +9%
LSERS
360
Louisiana State Employees Retirement System
Louisiana
$6.71M -$196K -1,500 -3%
TH
361
Timber Hill
Connecticut
$6.7M +$4.15M +31,797 +152%
FCI
362
Financial Counselors Inc
Kansas
$6.65M +$467K +3,578 +7%
PPCM
363
Pillar Pacific Capital Management
California
$6.57M +$250K +1,916 +4%
JC
364
Jacobs & Co
California
$6.54M -$105K -802 -2%
Natixis Advisors
365
Natixis Advisors
Massachusetts
$6.51M +$195K +1,494 +3%
BIC
366
Bridges Investment Counsel
Nebraska
$6.5M +$71.8K +550 +1%
Toronto Dominion Bank
367
Toronto Dominion Bank
Ontario, Canada
$6.45M +$4.53M +34,699 +217%
OA
368
OFI Advisors
Pennsylvania
$6.38M +$16.7K +128 +0.3%
CCT
369
Country Club Trust
Missouri
$6.33M +$33.9K +260 +0.5%
B
370
BP
United Kingdom
$6.22M
EIM
371
Essex Investment Management
Massachusetts
$6.13M -$4.28M -32,777 -40%
MFBTD
372
MB Financial Bank - Trust Department
Illinois
$6.1M +$5.16M +39,563 +472%
FNBT
373
FineMark National Bank & Trust
Florida
$6.09M +$820K +6,280 +15%
IC
374
InterOcean Capital
Illinois
$6.07M +$5.08M +38,950 +444%
PP
375
Paloma Partners
Connecticut
$6.03M +$2.66M +20,369 +75%

BA Hedge Fund Activity: Q2 2014 in Review

1,197 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q2 2014, worth a combined $68.1B — up 0.74% from $67.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BA positions and 53 closed out — a net gain of 20 holders — while 477 added to existing stakes and 463 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $368M. The largest seller was Wellington Management Group, cutting an estimated $266M.

  • 1,197 institutional investors held Boeing (BA) as of Q2 2014, up from 1,183 in Q1 2014.
  • Funds reported $68.1B of Boeing stock for Q2 2014, up 0.74% quarter-over-quarter.
  • 73 funds opened new Boeing positions in Q2 2014 and 53 closed out, a net change of +20 holders.
  • The largest Boeing buyer in Q2 2014 was T. Rowe Price Associates, an estimated $368M added.
  • The largest Boeing seller in Q2 2014 was Wellington Management Group, an estimated $266M sold.

Based on aggregated 13F filings for Q2 2014.