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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
Capstone Investment Advisors
476
Capstone Investment Advisors
New York
$3.43M +$3.52M +26,932 New
FAB
477
First American Bank
Illinois
$3.42M +$47K +360 +1%
DC
478
Davenport & Co
Virginia
$3.37M -$1.96K -15 -0.1%
HCM
479
Highbridge Capital Management
New York
$3.37M +$2.32M +17,771 +204%
SFS
480
Strategic Financial Services
New York
$3.34M -$632K -4,845 -16%
OA
481
Oxbow Advisors
Texas
$3.33M +$32.2K +247 +1%
SHA
482
Smith Hayes Advisers
Nebraska
$3.33M +$72.6K +556 +2%
PL
483
Plancorp LLC
Missouri
$3.33M -$1.25M -9,593 -27%
Daiwa Securities Group
484
Daiwa Securities Group
Japan
$3.32M -$496K -3,800 -13%
GCA
485
Gideon Capital Advisors
New York
$3.32M +$3.4M +26,077 New
SAM
486
Silvercrest Asset Management
New York
$3.31M +$13.1K +100 +0.4%
FWC
487
First Washington Corp
Washington
$3.3M
PPSG
488
Princeton Portfolio Strategies Group
New Jersey
$3.3M -$42.4K -325 -1%
HVIA
489
Hudson Valley Investment Advisors
New York
$3.28M -$112K -858 -3%
MCM
490
Mazama Capital Management
Oregon
$3.28M +$1.76M +13,453 +109%
SAM
491
Strategy Asset Managers
California
$3.27M -$11M -84,419 -77%
Robeco Institutional Asset Management
492
Robeco Institutional Asset Management
Netherlands
$3.23M
PWLP
493
Prio Wealth Limited Partnership
Massachusetts
$3.23M -$58.7K -450 -2%
WSTAM
494
Wilbanks Smith & Thomas Asset Management
Virginia
$3.23M -$29.9K -229 -0.9%
AWP
495
Ascent Wealth Partners
New York
$3.2M +$49.6K +380 +2%
SFSIG
496
San Francisco Sentry Investment Group
California
$3.19M +$5.09K +39 +0.2%
EMR
497
Errol M. Rudman
$3.19M -$1.91M -14,640 -37%
HRC
498
Hoertkorn Richard Charles
$3.19M -$26.1K -200 -0.8%
DFIM
499
Detwiler Fenton Investment Management
Massachusetts
$3.17M -$55.2K -423 -2%
Envestnet Asset Management
500
Envestnet Asset Management
Illinois
$3.17M -$51K -391 -2%

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.