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
PIP
951
Palisades Investment Partners
California
$407K -$287K -2,200 -41%
SIC
952
Salem Investment Counselors
North Carolina
$407K -$86.8K -665 -17%
CCA
953
Checchi Capital Advisers
California
$403K +$56K +429 +16%
ASN
954
Advisory Services Network
Georgia
$402K +$24.4K +187 +6%
MIP
955
Marietta Investment Partners
Wisconsin
$401K -$257K -1,968 -38%
BHBT
956
Burke & Herbert Bank & Trust
Virginia
$401K
MSTVIM
957
Messner & Smith Theme Value Investment Management
California
$400K
RT
958
Rockland Trust
Massachusetts
$400K +$22.8K +175 +6%
JIC
959
Joel Isaacson & Co
New York
$398K
CFA
960
Cahill Financial Advisors
Minnesota
$396K +$174K +1,330 +75%
OA
961
Outfitter Advisors
Virginia
$394K -$13.1K -100 -3%
TTWM
962
TCV Trust & Wealth Management
Virginia
$393K +$39.2K +300 +11%
SI
963
Scout Investments
Missouri
$393K +$170K +1,306 +73%
EHC
964
Everett Harris & Co
California
$391K
CL
965
Choreo LLC
Illinois
$390K -$9.14K -70 -2%
AAMU
966
Amundi Asset Management US
Massachusetts
$388K -$5.29M -40,555 -93%
NA
967
Navellier & Associates
Nevada
$388K -$109K -838 -22%
WA
968
WESPAC Advisors
California
$388K -$88.4K -677 -18%
RFA
969
Reilly Financial Advisors
California
$387K +$64.2K +492 +19%
HCMNY
970
Howard Capital Management (New York)
New York
$386K +$396K +3,036 New
JWBC
971
J.W. Burns & Co
New York
$384K
CAG
972
Crestwood Advisors Group
Massachusetts
$384K +$88.5K +678 +29%
SAM
973
SignalPoint Asset Management
Missouri
$383K +$13.1K +100 +3%
MWM
974
Modera Wealth Management
New Jersey
$382K -$65.3K -500 -14%
PAM
975
Palisade Asset Management
Minnesota
$382K -$32.6K -250 -8%

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.