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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
MWM
976
Modera Wealth Management
New Jersey
$418K +$1.27K +10 +0.3%
TCMG
977
TSP Capital Management Group
New Jersey
$414K
NCIM
978
New Century Investment Management
Michigan
$412K -$1.4M -11,039 -78%
MSTVIM
979
Messner & Smith Theme Value Investment Management
California
$408K
TTWM
980
TCV Trust & Wealth Management
Virginia
$407K +$5.2K +41 +1%
CB
981
Community Bank
New York
$407K +$397K +3,134 New
MAM
982
Mizuho Asset Management
Japan
$406K -$1.01M -7,977 -72%
OA
983
Outfitter Advisors
Virginia
$403K
SI
984
Scout Investments
Missouri
$402K
EGM
985
Engineers Gate Manager
New York
$401K +$391K +3,082 New
PFS
986
Prospera Financial Services
Texas
$400K -$31.7K -250 -8%
WA
987
Waverly Advisors
Alabama
$397K
SAM
988
SignalPoint Asset Management
Missouri
$397K +$52.6K +415 +16%
JWBC
989
J.W. Burns & Co
New York
$393K
LW
990
Linscomb Wealth
Texas
$392K +$32.7K +258 +9%
FMLI
991
Fukoku Mutual Life Insurance
Japan
$390K -$38K -300 -9%
SIC
992
Salem Investment Counselors
North Carolina
$390K -$3.17K -25 -0.8%
PAM
993
Private Asset Management
California
$386K +$77.6K +612 +26%
NES
994
New England Securities
New York
$385K -$10K -79 -3%
WCM
995
Windsor Capital Management
Arizona
$381K +$48.7K +384 +15%
BO
996
BRR OpCo
Ohio
$379K -$20.8K -164 -5%
PAM
997
Palisade Asset Management
Minnesota
$377K -$12.7K -100 -3%
DDPIC
998
Deroy & Devereaux Private Investment Counsel
Michigan
$374K +$165K +1,300 +83%
BKBG
999
BHF Kleinwort Benson Group
Belgium
$370K -$1.73M -13,678 -83%
PCTC
1000
Perkins Coie Trust Company
Washington
$370K

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.