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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
VNA
826
VNBTrust National Association
Virginia
$720K
BPCE
827
Bank Pictet & Cie (Europe)
Germany
$719K -$7.83K -60 -1%
LNC
828
Lincoln National Corp
Pennsylvania
$717K +$46.1K +353 +7%
KT
829
Kanaly Trust
Texas
$716K -$128K -983 -15%
DWA
830
Douglass Winthrop Advisors
New York
$713K
BRWM
831
B. Riley Wealth Management
Tennessee
$709K +$39.2K +300 +6%
Mariner
832
Mariner
Kansas
$707K +$72.8K +558 +11%
MHS
833
M Holdings Securities
Oregon
$705K +$363K +2,782 +101%
SC
834
SouthState Corp
Florida
$704K
1SB
835
1ST Source Bank
Indiana
$703K -$5.87K -45 -0.8%
PTC
836
Private Trust Company
Ohio
$699K +$406K +3,113 +131%
T
837
TradeWorx
New Jersey
$698K +$716K +5,485 New
FMB
838
Field & Main Bank
Kentucky
$697K +$281K +2,150 +65%
PCM
839
Princeton Capital Management
New Jersey
$691K -$196K -1,500 -22%
SIC
840
SFE Investment Counsel
California
$690K -$52.2K -400 -7%
FHC
841
First Heartland Consultants
Missouri
$689K +$73.9K +566 +12%
FNBOO
842
First National Bank of Omaha
Nebraska
$679K +$202K +1,550 +41%
BHIA
843
Birch Hill Investment Advisors
Massachusetts
$678K
CICI
844
Capital Investment Counsel Inc
North Carolina
$675K -$22.2K -170 -3%
SIM
845
SSI Investment Management
California
$665K -$9.4K -72 -1%
SNT
846
Security National Trust
West Virginia
$664K -$9.79K -75 -1%
MHIC
847
Marble Harbor Investment Counsel
Massachusetts
$663K -$26.1K -200 -4%
PFPT
848
Pinnacle Financial Partners (Tennessee)
Tennessee
$661K -$220K -1,689 -25%
DAC
849
Dividend Assets Capital
South Carolina
$659K
AA
850
ALPS Advisors
Colorado
$657K +$14.6K +112 +2%

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.