Boeing
1,182 hedge funds and large institutions have $67.6B invested in Boeing in 2014 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 425 increasing their positions, 512 reducing their positions, and 90 closing their positions.
6% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 90
1% less funds holding
Funds holding: 1,191 → 1,182 (-9)
1.44% less ownership
Funds ownership: 74.91% → 73.47% (-1.4%)
12% less capital invested
Capital invested by funds: $76.8B → $67.6B (-$9.19B)
17% less repeat investments, than reductions
Existing positions increased: 425 | Existing positions reduced: 512
37% less funds holding in top 10
Funds holding in top 10: 101 → 64 (-37)
48% less call options, than puts
Call options by funds: $1B | Put options by funds: $1.95B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$243M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$229M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$217M |
| 4 |
IC
Institutional Capital
Chicago,
Illinois
|
+$206M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$200M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$561M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$546M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$362M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$280M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$271M |
BA Hedge Fund Activity: Q1 2014 in Review
1,182 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2014, worth a combined $67.6B — down 12% from $76.8B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new BA positions and 90 closed out — a net gain of 5 holders — while 425 added to existing stakes and 512 trimmed.
The largest buyer was Janus Henderson Investors US, adding an estimated $243M. The largest seller was Capital World Investors, cutting an estimated $561M.
- 1,182 institutional investors held Boeing (BA) as of Q1 2014, down from 1,191 in Q4 2013.
- Funds reported $67.6B of Boeing stock for Q1 2014, down 12% quarter-over-quarter.
- 95 funds opened new Boeing positions in Q1 2014 and 90 closed out, a net change of +5 holders.
- The largest Boeing buyer in Q1 2014 was Janus Henderson Investors US, an estimated $243M added.
- The largest Boeing seller in Q1 2014 was Capital World Investors, an estimated $561M sold.
Based on aggregated 13F filings for Q1 2014.