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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
SAM
551
Symphony Asset Management
California
$2.67M +$75.7K +580 +3%
BC
552
Burney Company
Virginia
$2.66M +$587K +4,493 +27%
MC
553
Mathes Company
New York
$2.65M +$941K +7,205 +53%
WTB
554
Washington Trust Bank
Washington
$2.63M +$110K +845 +4%
AB
555
Amalgamated Bank
New York
$2.63M +$185K +1,416 +7%
RHDIC
556
R.H. Dinel Investment Counsel
California
$2.62M -$101K -775 -4%
GJIC
557
Gamble Jones Investment Counsel
California
$2.61M +$371K +2,840 +16%
HW
558
Hancock Whitney
Mississippi
$2.6M +$313K +2,400 +13%
MYLI
559
Meiji Yasuda Life Insurance
Japan
$2.59M -$57.4K -440 -2%
VDI
560
Vaughan David Investments
Illinois
$2.56M -$2.61K -20 -0.1%
AMIM
561
Aull & Monroe Investment Management
Alabama
$2.54M -$26.1K -200 -1%
BOC
562
Barbara Oil Co
Illinois
$2.54M
Point72 Asset Management
563
Point72 Asset Management
Connecticut
$2.54M +$2.61M +20,000 New
SC
564
Saiers Capital
New York
$2.54M +$2.61M +20,000 New
MFP
565
Michael F. Price
$2.54M
LSV Asset Management
566
LSV Asset Management
Illinois
$2.51M -$170K -1,300 -6%
PFA
567
Paradigm Financial Advisors
Missouri
$2.49M +$81.1K +621 +3%
UAS
568
United Asset Strategies
New York
$2.49M +$2.56M +19,584 New
IT
569
Investors Trust
Texas
$2.48M
PAM
570
Princeton Alpha Management
New Jersey
$2.46M +$2.52M +19,324 New
RFS
571
Rockefeller Financial Services
New York
$2.43M -$668K -5,114 -21%
TPM
572
T2 Partners Management
New York
$2.4M -$48.3K -370 -2%
Luther King Capital Management (LKCM)
573
Luther King Capital Management (LKCM)
Texas
$2.37M -$117K -895 -5%
CC
574
ClearArc Capital
Ohio
$2.37M +$10.4K +80 +0.4%
FSA
575
Franklin Street Advisors
North Carolina
$2.36M +$129K +986 +6%

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.