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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
Dimensional Fund Advisors
76
Dimensional Fund Advisors
Texas
$114M +$4.21M +32,287 +4%
Citigroup
77
Citigroup
New York
$111M +$30.7M +235,090 +37%
Principal Financial Group
78
Principal Financial Group
Iowa
$107M -$47.7M -365,769 -30%
FAM
79
Fred Alger Management
New York
$105M -$57.1M -437,261 -35%
AC
80
Alleghany Corporation
New York
$105M +$6.53M +50,000 +6%
O
81
OppenheimerFunds
New York
$103M +$46.7M +357,760 +80%
AQR Capital Management
82
AQR Capital Management
Connecticut
$102M +$3.44M +26,347 +3%
SIG
83
Senator Investment Group
New York
$102M
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$100M -$113M -867,234 -52%
Credit Agricole
85
Credit Agricole
France
$99.2M +$19.5M +149,094 +24%
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$96.5M -$3.46M -26,520 -3%
WHG
87
Westwood Holdings Group
Texas
$96M +$1.88M +14,399 +2%
CA
88
Commerzbank Aktiengesellschaft
Germany
$94.2M +$114K +872 +0.1%
Aviva
89
Aviva
United Kingdom
$92.2M +$1.43M +10,972 +2%
SO
90
STRS Ohio
Ohio
$91.1M -$18.5M -141,696 -17%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$90.6M +$19.9M +152,303 +27%
Swiss National Bank
92
Swiss National Bank
Switzerland
$87.6M -$470K -3,600 -0.5%
Teacher Retirement System of Texas
93
Teacher Retirement System of Texas
Texas
$85.7M -$13M -99,843 -13%
Retirement Systems of Alabama
94
Retirement Systems of Alabama
Alabama
$84.3M -$5.99M -45,918 -6%
AII
95
AGF Investments Inc
Ontario, Canada
$83.9M +$609K +4,668 +0.7%
GIA
96
Gateway Investment Advisers
Ohio
$82.4M -$984K -7,541 -1%
US Bancorp
97
US Bancorp
Minnesota
$81.1M -$369K -2,827 -0.4%
Capital Research Global Investors
98
Capital Research Global Investors
California
$79.5M +$81.6M +625,000 New
OCM
99
Osterweis Capital Management
California
$79M -$265K -2,030 -0.3%
NFA
100
Nationwide Fund Advisors
Ohio
$79M +$81M +620,577 New

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.