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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
PAI
626
Pittenger & Anderson Inc
Nebraska
$1.78M +$15K +115 +0.8%
FA
627
Fagan Associates
New York
$1.78M +$94K +720 +5%
PCM
628
Palouse Capital Management
Washington
$1.77M -$52.9K -405 -3%
WS
629
Wedbush Securities
California
$1.76M +$30K +230 +2%
WF
630
Welch & Forbes
Massachusetts
$1.76M -$117K -900 -6%
SCM
631
Sterling Capital Management
North Carolina
$1.75M -$913K -6,995 -34%
CCFCSB
632
Cape Cod Five Cents Savings Bank
Massachusetts
$1.75M +$32.1K +246 +2%
NCIM
633
New Century Investment Management
Michigan
$1.74M -$15.3K -117 -0.8%
BFS
634
Bradley Foster & Sargent
Connecticut
$1.73M -$15.9K -122 -0.9%
ICRM
635
Insight Capital Research & Management
California
$1.72M -$4.96K -38 -0.3%
DY
636
Dowling & Yahnke
California
$1.72M +$9.53K +73 +0.5%
MLL
637
Moody Lynn & Lieberson
Massachusetts
$1.72M +$1.76M +13,480 New
GP
638
Girard Partners
Pennsylvania
$1.7M +$61K +467 +4%
HFS
639
HL Financial Services
Kentucky
$1.7M +$477K +3,657 +38%
TCM
640
Texan Capital Management
Texas
$1.7M -$32.6K -250 -2%
ACI
641
Advance Capital I
Michigan
$1.69M +$1.74M +13,300 New
LIA
642
LS Investment Advisors
Michigan
$1.69M +$847K +6,485 +96%
WA
643
Winfield Associates
Ohio
$1.68M +$52.2K +400 +3%
AAM
644
Auxier Asset Management
Oregon
$1.67M -$131K -1,000 -7%
CAM
645
Capstone Asset Management
Texas
$1.67M -$2.2M -16,880 -56%
CIM
646
CIM Investment Management
Pennsylvania
$1.67M -$46.7K -358 -3%
CPC
647
Cookson Peirce & Co
Pennsylvania
$1.67M -$13.1K -100 -0.8%
PRA
648
Parametric Risk Advisors
Connecticut
$1.64M +$1.1M +8,418 +188%
BSW
649
Buckingham Strategic Wealth
Missouri
$1.63M -$19.4K -149 -1%
NFG
650
Next Financial Group
Texas
$1.63M +$1.77M +13,538 New

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.