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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
GF
526
Gerstein Fisher
New York
$2.94M +$30.5K +234 +1%
DP
527
Dearborn Partners
Illinois
$2.91M +$10.1K +77 +0.3%
WAM
528
Weatherly Asset Management
California
$2.9M +$9.14K +70 +0.3%
BMO
529
Beck Mack & Oliver
New York
$2.89M +$386K +2,955 +15%
VAM
530
Visium Asset Management
New York
$2.89M +$2.97M +22,732 New
CWM
531
Calamos Wealth Management
Illinois
$2.88M +$569K +4,361 +24%
LMAM
532
Legg Mason Asset Management
Japan
$2.88M -$261K -2,000 -8%
BOH
533
Bank of Hawaii
Hawaii
$2.87M +$331K +2,536 +13%
SWM
534
Segment Wealth Management
Texas
$2.86M +$98.2K +752 +3%
HCM
535
Hutchinson Capital Management
California
$2.85M -$13.7K -105 -0.5%
HCM
536
Herndon Capital Management
Georgia
$2.82M -$41K -314 -1%
CWM
537
Concert Wealth Management
California
$2.82M +$43.6K +334 +1%
WFM
538
Wilmington Funds Management
Delaware
$2.79M +$849K +6,500 +42%
SOADOR
539
State of Alaska Department of Revenue
Alaska
$2.77M +$10.4K +80 +0.4%
FMBTD
540
First Midwest Bank Trust Division
Illinois
$2.77M +$432K +3,310 +18%
SAG
541
Sterne Agee Group
Alabama
$2.76M +$2.83M +21,677 New
SCA
542
Stonebridge Capital Advisors
Minnesota
$2.76M +$181K +1,385 +7%
SIG
543
Sky Investment Group
Connecticut
$2.75M -$260K -1,988 -8%
BAM
544
Burnham Asset Management
New York
$2.71M +$65.3K +500 +2%
CSC
545
Cove Street Capital
California
$2.71M -$91.4K -700 -3%
HCM
546
Harvey Capital Management
Florida
$2.71M
ECM
547
EagleClaw Capital Management
Massachusetts
$2.71M +$421K +3,225 +18%
ICOA
548
Investment Centers of America
North Dakota
$2.69M +$831K +6,363 +43%
SCM
549
Sterneck Capital Management
Missouri
$2.68M +$9.14K +70 +0.3%
QGM
550
Quality Growth Management
California
$2.68M

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.