We are live on ! Find out more

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
CFS
926
Community Financial System
New York
$446K -$9.79K -75 -2%
FMLI
927
Fukoku Mutual Life Insurance
Japan
$445K
JMFC
928
J.M. Forbes & Co
Massachusetts
$445K
LBC
929
Lawrence B. Cohen
$445K
CCM
930
Coldstream Capital Management
Washington
$445K +$46K +352 +11%
SSWM
931
Smith Salley Wealth Management
North Carolina
$445K +$456K +3,494 New
BEAM
932
Baker Ellis Asset Management
Washington
$444K +$65.3K +500 +17%
BUB
933
BBVA USA Bancshares
Texas
$443K +$228K +1,744 +100%
JIM
934
Jensen Investment Management
Oregon
$440K +$452K +3,460 New
BO
935
BRR OpCo
Ohio
$437K +$35.5K +272 +8%
WB
936
Webster Bank
Connecticut
$433K -$183K -1,400 -29%
SHGA
937
Sand Hill Global Advisors
California
$433K
QAM
938
QCI Asset Management
New York
$431K -$26.1K -200 -6%
STB
939
S&T Bank
Pennsylvania
$424K
BAM
940
Berkshire Asset Management
Pennsylvania
$424K +$435K +3,330 New
SBWM
941
Sunflower Bank Wealth Management
Arizona
$423K -$19.6K -150 -4%
CFA
942
Carroll Financial Associates
North Carolina
$423K +$17.6K +135 +4%
TL
943
Tirschwell & Loewy
New York
$421K
BAM
944
Brave Asset Management
New Jersey
$420K
ATC
945
Adirondack Trust Company
New York
$419K +$35.9K +275 +9%
Marshall Wace
946
Marshall Wace
United Kingdom
$418K +$429K +3,283 New
CCP
947
Clarkston Capital Partners
Michigan
$416K +$9.79K +75 +2%
MPI
948
Mairs & Power Inc
Minnesota
$414K +$113K +865 +36%
TCM
949
Tradition Capital Management
New Jersey
$411K
HRIA
950
Haberer Registered Investment Advisor
Ohio
$409K

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.