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1,259 hedge funds and large institutions have $80.8B invested in Boeing in 2014 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 489 increasing their positions, 441 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 63

20% more capital invested

Capital invested by funds: $67.2B → $80.8B (+$13.6B)

17% more funds holding in top 10

Funds holding in top 10: 5969 (+10)

11% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 441

8% more funds holding

Funds holding: 1,1671,259 (+92)

0.65% more ownership

Funds ownership: 73.33%73.98% (+0.65%)

50% less call options, than puts

Call options by funds: $996M | Put options by funds: $1.99B

Holders
1,259
Holders Change
+92
Holders Change %
+7.88%
% of All Funds
33.57%
Holding in Top 10
69
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.95%
% of All Funds
1.84%
New
166
Increased
489
Reduced
441
Closed
63
Calls
$996M
Puts
$1.99B
Net Calls
-$991M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
51
VOYA Investment Management
Georgia
$187M -$116M -917,453 -39%
JP Morgan Chase
52
JP Morgan Chase
New York
$183M -$77.3M -609,403 -30%
EVM
53
Eaton Vance Management
Massachusetts
$182M -$121M -957,399 -41%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$177M +$1.63M +12,854 +1%
CIP
55
Cornerstone Investment Partners
Georgia
$171M +$167M +1,318,734 New
APG Asset Management
56
APG Asset Management
Netherlands
$171M +$14.9M +117,815 +10%
GA
57
Greenhaven Associates
New York
$169M +$17.5M +137,653 +12%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$168M -$2.61M -20,587 -2%
BIM
59
BlackRock Investment Management
Delaware
$166M -$7.75M -61,110 -5%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$165M -$5.81M -45,853 -3%
Adage Capital Partners
61
Adage Capital Partners
Massachusetts
$164M -$47.6M -375,789 -23%
ClearBridge Investments
62
ClearBridge Investments
New York
$155M +$12.2M +95,966 +9%
WHG
63
Westwood Holdings Group
Texas
$153M +$2.02M +15,941 +1%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$148M -$163M -1,282,199 -53%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$144M -$3.62M -28,570 -3%
RFC
66
Russell Frank Company
Washington
$142M +$15.7M +123,481 +13%
Allianz Asset Management
67
Allianz Asset Management
Germany
$140M +$2.88M +22,710 +2%
SM
68
Seminole Management
New York
$140M +$73.8M +582,247 +118%
BJ
69
BlackRock Japan
Japan
$136M +$7.5M +59,115 +6%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$136M -$1.73M -13,621 -1%
Dimensional Fund Advisors
71
Dimensional Fund Advisors
Texas
$133M +$5.15M +40,650 +4%
Barclays
72
Barclays
United Kingdom
$128M +$15.8M +124,518 +14%
Credit Agricole
73
Credit Agricole
France
$126M -$8.3M -65,454 -6%
PPA
74
Parametric Portfolio Associates
Washington
$121M -$3.5M -27,616 -3%
MTB
75
Mizuho Trust & Banking
Japan
$118M +$2.56M +20,226 +2%

BA Hedge Fund Activity: Q4 2014 in Review

1,259 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q4 2014, worth a combined $80.8B — up 20% from $67.2B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new BA positions and 63 closed out — a net gain of 103 holders — while 489 added to existing stakes and 441 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $415M. The largest seller was Capital World Investors, cutting an estimated $181M.

  • 1,259 institutional investors held Boeing (BA) as of Q4 2014, up from 1,167 in Q3 2014.
  • Funds reported $80.8B of Boeing stock for Q4 2014, up 20% quarter-over-quarter.
  • 166 funds opened new Boeing positions in Q4 2014 and 63 closed out, a net change of +103 holders.
  • The largest Boeing buyer in Q4 2014 was Capital Research Global Investors, an estimated $415M added.
  • The largest Boeing seller in Q4 2014 was Capital World Investors, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2014.