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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
AIA
401
Alerus Investment Advisors
Minnesota
$5.48M -$140K -1,074 -2%
SYBT
402
Stock Yards Bank & Trust
Kentucky
$5.46M +$4.96M +38,015 +773%
SFU
403
Stonehage Fleming (UK)
United Kingdom
$5.43M +$5.44M +41,700 +3,971%
EA
404
Evanston Advisors
Illinois
$5.42M +$187K +1,435 +3%
LNB
405
Ledyard National Bank
$5.38M +$2.12M +16,276 +62%
CO
406
Caldwell & Orkin
Georgia
$5.35M +$4.83M +37,000 +736%
TCM
407
Tufton Capital Management
Maryland
$5.3M +$170K +1,305 +3%
FDS
408
First Dallas Securities
Texas
$5.26M -$222K -1,697 -4%
WTNA
409
Wilmington Trust National Association
Delaware
$5.24M +$53.7K +411 +1%
First Manhattan
410
First Manhattan
New York
$5.18M +$5.87K +45 +0.1%
ACM
411
Advent Capital Management
New York
$5.17M +$5.22M +40,000 New
ACP
412
Aviance Capital Partners
Florida
$5.16M +$9.92K +76 +0.2%
CCT
413
Chemung Canal Trust
New York
$5.15M -$75.1K -575 -1%
NRS
414
Neville Rodie & Shaw
New York
$5.11M
CCG
415
Chatham Capital Group
Georgia
$5.1M +$29.6K +227 +0.6%
SLI
416
Sumitomo Life Insurance
Japan
$5.09M -$316K -2,422 -6%
GLAM
417
Gardner Lewis Asset Management
Pennsylvania
$5.01M +$16.3K +125 +0.3%
NPC
418
National Planning Corporation
California
$4.96M +$135K +1,035 +3%
JMPWA
419
JP Morgan Private Wealth Advisors
California
$4.95M +$409K +3,131 +9%
III
420
Independent Investors Inc
New York
$4.83M +$30K +230 +0.6%
CIBC World Market
421
CIBC World Market
Ontario, Canada
$4.82M -$612K -4,685 -11%
LMGAM
422
Liberty Mutual Group Asset Management
Massachusetts
$4.81M +$161K +1,233 +3%
FM
423
Family Management
New York
$4.8M -$24.8K -190 -0.5%
CONA
424
Capital One National Association
New York
$4.77M -$2.53M -19,387 -34%
MCM
425
Maple Capital Management
Vermont
$4.74M +$161K +1,234 +3%

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.