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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
EWM
726
Elite Wealth Management
Washington
$1.09M -$1.37M -10,513 -55%
JIM
727
Jupiter Investment Management
United Kingdom
$1.08M -$829K -6,354 -43%
OIA
728
Optimum Investment Advisors
Illinois
$1.07M -$12.7K -97 -1%
PAG
729
Private Advisor Group
New Jersey
$1.07M -$88.2K -676 -7%
WSFS
730
Wilmington Savings Fund Society
Delaware
$1.06M +$261K +2,000 +31%
GCAC
731
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.06M +$28.1K +215 +3%
CCM
732
CrestPoint Capital Management
Missouri
$1.06M +$352K +2,700 +48%
WF
733
WealthTrust Fairport
Ohio
$1.05M -$10.1K -77 -0.9%
HPC
734
HM Payson & Co
Maine
$1.04M +$157K +1,200 +17%
JIC
735
Johnson Investment Counsel
Ohio
$1.04M -$331K -2,535 -24%
HFM
736
Hartford Financial Management
Connecticut
$1.04M +$131 +1 +0%
SFT
737
Simmons First Trust
Arkansas
$1.03M +$219K +1,676 +26%
LA
738
Lynch & Associates
Indiana
$1.03M +$45.7K +350 +5%
BA
739
Birinyi Associates
Connecticut
$1.03M -$32.6K -250 -3%
BIM
740
Beach Investment Management
Pennsylvania
$1.03M -$719K -5,510 -41%
VFA
741
Virtus Fund Advisers
Connecticut
$1.03M +$1.05M +8,066 New
H
742
Hexavest
Quebec, Canada
$1.02M +$1.05M +8,048 New
AP
743
Advisor Partners
California
$1.02M +$5.48K +42 +0.5%
SI
744
Stephens Inc
Arkansas
$1.02M +$143K +1,094 +16%
RBC
745
Ronald Blue & Co
Georgia
$1.01M -$18.4K -141 -2%
WT
746
Washington Trust
Rhode Island
$1.01M +$66.2K +507 +7%
IG
747
ING Group
Netherlands
$1.01M -$36.5M -279,659 -97%
HK
748
Horizon Kinetics
New York
$1M +$8.48K +65 +0.8%
NPA
749
Nichols & Pratt Advisers
Massachusetts
$1M +$77.1K +591 +8%
SCM
750
Stonebridge Capital Management
California
$1M +$131K +1,000 +15%

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.