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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
STI
976
Susquehanna Trust & Investment
Pennsylvania
$382K -$23.9K -183 -6%
CA
977
Cornerstone Advisors
North Carolina
$382K
RMDI
978
R.M. Davis Inc
Maine
$381K -$34.3K -263 -8%
QC
979
QCM Cayman
Texas
$380K -$2.07M -15,864 -84%
MIAN
980
Mariner Independent Advisor Network
Kansas
$379K +$388K +2,975 New
MJRIC
981
Mogy Joel R Investment Counsel
California
$378K +$91.4K +700 +31%
AF
982
Allworth Financial
California
$377K +$7.31K +56 +2%
MRCM
983
M&R Capital Management
New Jersey
$375K +$22.3K +171 +6%
FBT
984
First Bankers Trust
Kentucky
$370K -$7.83K -60 -2%
DHFB
985
Dixon Hubard Feinour & Brown
Virginia
$364K -$15.4K -118 -4%
HIM
986
Harbour Investment Management
Washington
$363K -$6.53K -50 -2%
LIM
987
Leavell Investment Management
Alabama
$363K
PP
988
Palladium Partners
Virginia
$362K
PMFA
989
Plante Moran Financial Advisors
Michigan
$356K +$75.1K +575 +26%
SAMC
990
Shinko Asset Management Company
Japan
$355K -$13.1K -100 -3%
DWA
991
Dorsey Wright & Associates
California
$355K +$13.1K +100 +4%
WA
992
Waverly Advisors
Alabama
$354K -$20.9K -160 -5%
BFC
993
Blue Fin Capital
Rhode Island
$349K -$6.53K -50 -2%
ACM
994
Alta Capital Management
Utah
$344K +$30K +230 +9%
YIA
995
YHB Investment Advisors
Connecticut
$343K +$65.3K +500 +23%
NSIM
996
North Star Investment Management
Illinois
$341K +$13.8K +106 +4%
CS
997
Cannell & Spears
New York
$340K -$409K -3,135 -54%
WIS
998
Wright Investors Service
Connecticut
$340K -$313K -2,400 -47%
MIM
999
Marco Investment Management
Georgia
$338K
BBNB
1000
Baker Boyer National Bank
Washington
$337K +$1.7K +13 +0.5%

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.