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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
CFA
1001
Carroll Financial Associates
North Carolina
$368K -$79K -623 -20%
AF
1002
Allworth Financial
California
$366K +$127 +1 +0%
ASN
1003
Advisory Services Network
Georgia
$365K +$1.4K +11 +0.4%
YIA
1004
YHB Investment Advisors
Connecticut
$361K +$27.6K +218 +9%
BKA
1005
Brick & Kyle Associates
Pennsylvania
$359K +$350K +2,760 New
HIM
1006
Harbour Investment Management
Washington
$357K -$6.34K -50 -2%
CIA
1007
Choate Investment Advisors
Massachusetts
$355K -$303K -2,390 -47%
MIM
1008
Marco Investment Management
Georgia
$355K +$9.26K +73 +3%
BW
1009
Bison Wealth
Georgia
$355K +$346K +2,728 New
WPC
1010
White Pine Capital
Minnesota
$354K
BFC
1011
Blue Fin Capital
Rhode Island
$353K -$9.51K -75 -3%
Twin Tree Management
1012
Twin Tree Management
Texas
$353K +$345K +2,718 New
CCM
1013
Compton Capital Management
Rhode Island
$352K
CA
1014
Cambridge Advisors
Nebraska
$352K +$343K +2,705 New
RCM
1015
Reynolds Capital Management
Nevada
$351K +$38K +300 +13%
WA
1016
Wealth Architects
California
$345K +$337K +2,654 New
BBNB
1017
Baker Boyer National Bank
Washington
$344K
RMDI
1018
R.M. Davis Inc
Maine
$343K
LPC
1019
Loeb Partners Corp
New York
$336K
LC
1020
Lourd Capital
California
$336K +$10K +79 +3%
BAS
1021
Brown Advisory Securities
Maryland
$334K -$46.2K -364 -12%
SCA
1022
Sippican Capital Advisors
Massachusetts
$331K +$7.61K +60 +2%
WIS
1023
Wright Investors Service
Connecticut
$329K -$172K -1,357 -35%
CAM
1024
Concorde Asset Management
Michigan
$326K +$321K +2,529 New
PP
1025
Paloma Partners
Connecticut
$325K -$383K -3,020 -55%

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.