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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
IH
851
IFC Holdings
Florida
$653K -$106K -812 -14%
CIA
852
Choate Investment Advisors
Massachusetts
$652K -$62.3K -477 -9%
Verition Fund Management
853
Verition Fund Management
Connecticut
$651K +$36K +276 +6%
SSB
854
Sandy Spring Bank
Maryland
$651K +$610K +4,670 +102%
GIS
855
Guardian Investor Services
New York
$647K -$31.7K -243 -5%
JCM
856
Janney Capital Management
Pennsylvania
$644K -$61K -467 -8%
NPIT
857
National Penn Investors Trust
Pennsylvania
$639K
CM
858
Castleark Management
Illinois
$636K
IA
859
Icon Advisers
Colorado
$636K
WA
860
WealthTrust Axiom
Pennsylvania
$636K +$261 +2 +0%
Massachusetts Financial Services
861
Massachusetts Financial Services
Massachusetts
$635K +$14.1K +108 +2%
CWA
862
Constellation Wealth Advisors
New York
$635K +$126K +964 +24%
BCMO
863
Buckingham Capital Management (Ohio)
Ohio
$626K +$642K +4,917 New
AI
864
Atria Investments
North Carolina
$618K -$76.9K -589 -11%
ARMT
865
Amica Retiree Medical Trust
Rhode Island
$613K
SI
866
SII Investments
Wisconsin
$610K +$70.4K +539 +13%
TBA
867
Tower Bridge Advisors
Pennsylvania
$609K
Fayez Sarofim & Co
868
Fayez Sarofim & Co
Texas
$607K +$200K +1,533 +47%
NERM
869
New England Research & Management
Illinois
$604K +$137K +1,050 +28%
SIC
870
Shoker Investment Counsel
Ohio
$603K +$30.7K +235 +5%
PL
871
Perpetual Ltd
Australia
$601K +$65.3K +500 +12%
CK
872
Cohen Klingenstein
New York
$598K
WEC
873
Winslow Evans & Crocker
Massachusetts
$595K +$94.4K +723 +18%
AF
874
Arrow Financial
New York
$595K -$51.4K -394 -8%
FHA
875
First Horizon Advisors
Tennessee
$589K +$38.1K +292 +7%

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.