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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
Bank of America
26
Bank of America
North Carolina
$557M +$15.3M +120,431 +3%
Capital Research Global Investors
27
Capital Research Global Investors
California
$507M +$415M +3,275,000 +524%
Capital International Investors
28
Capital International Investors
California
$502M +$115M +909,000 +31%
TCIM
29
TIAA CREF Investment Management
New York
$490M +$30.7M +242,245 +7%
UBS AM
30
UBS AM
Illinois
$473M +$61.8M +487,688 +15%
AllianceBernstein
31
AllianceBernstein
Tennessee
$428M -$94.3M -743,890 -18%
Ameriprise
32
Ameriprise
Minnesota
$388M +$114M +897,663 +43%
Legal & General Group
33
Legal & General Group
United Kingdom
$332M -$13.3M -104,686 -4%
Primecap Management
34
Primecap Management
California
$307M -$71.5M -563,860 -19%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$282M +$914K +7,205 +0.3%
CS
36
Credit Suisse
Switzerland
$276M -$42.9M -338,692 -14%
Deutsche Bank
37
Deutsche Bank
Germany
$273M +$12.1M +95,665 +5%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$273M -$10.4M -81,738 -4%
Hotchkis & Wiley Capital Management
39
Hotchkis & Wiley Capital Management
California
$263M -$1.12M -8,833 -0.4%
VVP
40
Vulcan Value Partners
Alabama
$263M +$76.7M +604,678 +43%
Charles Schwab
41
Charles Schwab
California
$259M +$17.6M +138,733 +7%
RL
42
Ruffer LLP
United Kingdom
$248M +$242M +1,908,402 New
IGIM
43
I.G. Investment Management
Manitoba, Canada
$245M +$224M +1,763,631 +1,439%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$241M -$1.67M -13,203 -0.7%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$239M -$1.39M -10,966 -0.6%
BlackRock
46
BlackRock
New York
$228M -$19.7M -155,063 -8%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$226M -$56.2M -443,459 -21%
CGT
48
Capital Guardian Trust
California
$213M -$3.46M -27,310 -2%
SG Americas Securities
49
SG Americas Securities
New York
$212M +$89.1M +702,759 +76%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$190M -$8.37M -66,049 -4%

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.