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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
PAIM
451
Punch & Associates Investment Management
Minnesota
$4.08M +$12K +92 +0.3%
Lord, Abbett & Co
452
Lord, Abbett & Co
New Jersey
$4.03M -$45.8M -351,038 -92%
JAM
453
Jolley Asset Management
North Carolina
$4.03M -$188K -1,439 -4%
APFBOT
454
Amica Pension Fund Board of Trustees
Rhode Island
$4M
BP
455
Banyan Partners
Florida
$3.99M +$58.7K +450 +1%
LTFS
456
Ladenburg Thalmann Financial Services
Florida
$3.98M +$282K +2,163 +7%
CCM
457
Chickasaw Capital Management
Tennessee
$3.96M -$50.9K -390 -1%
AssetMark Inc
458
AssetMark Inc
California
$3.92M +$871K +6,674 +28%
TCM
459
Twin Capital Management
Pennsylvania
$3.85M -$7.83K -60 -0.2%
CCA
460
Catalyst Capital Advisors
New York
$3.84M +$3.88M +29,752 +6,440%
SIC
461
Sigma Investment Counselors
Michigan
$3.76M -$118K -907 -3%
SLF
462
Sun Life Financial
Ontario, Canada
$3.74M -$378K -2,899 -9%
JEW
463
Jamison Eaton & Wood
New Jersey
$3.7M +$71.8K +550 +2%
KIA
464
KCM Investment Advisors
California
$3.69M +$370K +2,838 +11%
RJFSA
465
Raymond James Financial Services Advisors
Florida
$3.69M +$35.6K +273 +0.9%
M&T Bank
466
M&T Bank
New York
$3.68M +$54.8K +420 +1%
CCM
467
Catawba Capital Management
Virginia
$3.64M -$25.2K -193 -0.7%
AIM
468
abrdn Investment Management
United Kingdom
$3.62M -$233K -1,784 -6%
BBA
469
BLB&B Advisors
Pennsylvania
$3.56M -$94.6K -725 -3%
PAM
470
Paradigm Asset Management
New York
$3.55M -$424K -3,250 -10%
AIP
471
Ameritas Investment Partners
Nebraska
$3.51M -$294K -2,256 -8%
AL
472
AJO LP
Pennsylvania
$3.51M -$175K -1,340 -5%
WCM
473
Westend Capital Management
California
$3.48M +$1.27M +9,723 +56%
DL
474
Delta Lloyd
Netherlands
$3.48M +$303K +2,319 +9%
RMSCM
475
R.M. Sincerbeaux Capital Management
New York
$3.45M

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.