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1,259 hedge funds and large institutions have $80.8B invested in Boeing in 2014 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 489 increasing their positions, 441 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 63

20% more capital invested

Capital invested by funds: $67.2B → $80.8B (+$13.6B)

17% more funds holding in top 10

Funds holding in top 10: 5969 (+10)

11% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 441

8% more funds holding

Funds holding: 1,1671,259 (+92)

0.65% more ownership

Funds ownership: 73.33%73.98% (+0.65%)

50% less call options, than puts

Call options by funds: $996M | Put options by funds: $1.99B

Holders
1,259
Holders Change
+92
Holders Change %
+7.88%
% of All Funds
33.57%
Holding in Top 10
69
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.95%
% of All Funds
1.84%
New
166
Increased
489
Reduced
441
Closed
63
Calls
$996M
Puts
$1.99B
Net Calls
-$991M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Commerzbank Aktiengesellschaft
Germany
$118M -$22.9M -180,297 -17%
Prudential Financial
77
Prudential Financial
New Jersey
$117M -$2.79M -22,010 -2%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$117M +$8.37M +66,049 +8%
SBAM
79
Santa Barbara Asset Management
California
$117M -$4.91M -38,749 -4%
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$116M -$27.3M -215,000 -19%
AC
81
Alleghany Corporation
New York
$114M +$6.34M +50,000 +6%
Principal Financial Group
82
Principal Financial Group
Iowa
$112M -$1.77M -13,960 -2%
Canada Life
83
Canada Life
Manitoba, Canada
$112M -$3.69M -29,140 -3%
O
84
OppenheimerFunds
New York
$109M +$7.37M +58,150 +7%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$98.7M +$4.12M +32,460 +4%
MAA
86
Managed Account Advisors
New Jersey
$98.6M -$40.7M -321,166 -30%
Wellington Management Group
87
Wellington Management Group
Massachusetts
$98.3M -$81.4M -642,341 -46%
Aviva
88
Aviva
United Kingdom
$97.6M -$1.97M -15,561 -2%
SO
89
STRS Ohio
Ohio
$96.5M +$18.5M +145,549 +24%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$94.1M +$12.6M +99,615 +16%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$89.8M -$79.5M -627,240 -48%
Teacher Retirement System of Texas
92
Teacher Retirement System of Texas
Texas
$88.9M +$2.4M +18,949 +3%
Citigroup
93
Citigroup
New York
$88.5M +$2.81M +22,158 +3%
FAM
94
Fred Alger Management
New York
$87.3M -$49.6M -391,346 -37%
Swiss National Bank
95
Swiss National Bank
Switzerland
$85.9M -$964K -7,600 -1%
GA
96
Geneva Advisors
Illinois
$85.8M +$12M +94,881 +17%
US Bancorp
97
US Bancorp
Minnesota
$85.8M -$2.59M -20,447 -3%
Retirement Systems of Alabama
98
Retirement Systems of Alabama
Alabama
$85.5M -$46.7K -368 -0.1%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$84.8M -$113M -891,122 -58%
TA
100
Teachers Advisors
New York
$83.5M +$6.88M +54,282 +9%

BA Hedge Fund Activity: Q4 2014 in Review

1,259 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q4 2014, worth a combined $80.8B — up 20% from $67.2B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new BA positions and 63 closed out — a net gain of 103 holders — while 489 added to existing stakes and 441 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $415M. The largest seller was Capital World Investors, cutting an estimated $181M.

  • 1,259 institutional investors held Boeing (BA) as of Q4 2014, up from 1,167 in Q3 2014.
  • Funds reported $80.8B of Boeing stock for Q4 2014, up 20% quarter-over-quarter.
  • 166 funds opened new Boeing positions in Q4 2014 and 63 closed out, a net change of +103 holders.
  • The largest Boeing buyer in Q4 2014 was Capital Research Global Investors, an estimated $415M added.
  • The largest Boeing seller in Q4 2014 was Capital World Investors, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2014.