We are live on ! Find out more

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
EVM
26
Eaton Vance Management
Massachusetts
$472M -$52.3M -400,962 -10%
U
27
UBS
Switzerland
$458M +$8.19M +62,706 +2%
Morgan Stanley
28
Morgan Stanley
New York
$456M +$7.53M +57,683 +2%
UBS AM
29
UBS AM
Illinois
$404M -$310K -2,375 -0.1%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$392M -$28M -214,191 -7%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$386M +$115M +881,451 +41%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$378M -$266M -2,035,863 -41%
Primecap Management
33
Primecap Management
California
$376M -$5.09M -39,000 -1%
Legal & General Group
34
Legal & General Group
United Kingdom
$355M -$11.9M -91,365 -3%
Capital International Investors
35
Capital International Investors
California
$349M +$4.44M +34,000 +1%
Deutsche Bank
36
Deutsche Bank
Germany
$337M +$61.2M +468,553 +22%
JP Morgan Chase
37
JP Morgan Chase
New York
$332M -$72.9M -558,228 -18%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$289M +$16.6M +126,887 +6%
Ameriprise
39
Ameriprise
Minnesota
$288M +$10.1M +77,399 +4%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$275M -$4.01M -30,723 -1%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$269M +$38.9M +298,057 +16%
Hotchkis & Wiley Capital Management
42
Hotchkis & Wiley Capital Management
California
$259M -$5.93M -45,440 -2%
CS
43
Credit Suisse
Switzerland
$241M -$12.2M -93,543 -5%
BlackRock
44
BlackRock
New York
$237M -$872K -6,677 -0.4%
Franklin Resources
45
Franklin Resources
California
$232M -$1.03M -7,901 -0.4%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$229M -$9.36M -71,717 -4%
Charles Schwab
47
Charles Schwab
California
$226M -$54.6M -418,372 -19%
CGT
48
Capital Guardian Trust
California
$220M -$9.11M -69,761 -4%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$211M -$5.56M -42,630 -3%
PAM
50
Panagora Asset Management
Massachusetts
$208M +$25.8M +197,867 +14%

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.