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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
NES
1001
New England Securities
New York
$336K +$39.4K +302 +13%
BBI
1002
Baxter Bros Inc
Connecticut
$333K +$131K +1,000 +62%
NBC
1003
Neuberger Berman Canada
Ontario, Canada
$331K +$339K +2,600 New
RC
1004
Roundview Capital
New Jersey
$330K +$20.9K +160 +7%
LPC
1005
Loeb Partners Corp
New York
$329K
BFEC
1006
Benjamin F. Edwards & Company
Missouri
$327K +$326K +2,500 +3,571%
AIM
1007
Acropolis Investment Management
Missouri
$322K -$199K -1,525 -38%
LW
1008
Linscomb Wealth
Texas
$321K +$131 +1 +0%
TIA
1009
Tiemann Investment Advisors
California
$321K +$429K +3,290 +201%
HEIP
1010
Hudson Edge Investment Partners
New Jersey
$317K +$45K +345 +16%
GSBTD
1011
Glenview State Bank Trust Department
Illinois
$316K
EA
1012
Emerald Advisers
Pennsylvania
$313K -$30.3K -232 -9%
LC
1013
Lilley & Co
Michigan
$312K -$6.53K -50 -2%
FCH
1014
Freestone Capital Holdings
Washington
$299K +$4.96K +38 +2%
PHAM
1015
Palisades Hudson Asset Management
Florida
$296K
FAM
1016
Formidable Asset Management
Ohio
$295K
CP
1017
Coho Partners
Pennsylvania
$294K
CFN
1018
Cordasco Financial Network
Florida
$293K
PFO
1019
Pathstone Family Office
New Jersey
$288K
PCTC
1020
Perkins Coie Trust Company
Washington
$286K
CW
1021
Cobiz Wealth
Colorado
$285K -$52.2K -400 -15%
FIB
1022
First Interstate Bank
Montana
$285K -$20.9K -160 -7%
ZTNA
1023
Zions Trust National Association
Utah
$281K
IAM
1024
Impala Asset Management
Florida
$280K -$34.9K -267 -11%
KPCM
1025
Kings Point Capital Management
New York
$280K +$13.6K +104 +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.