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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
BP
1026
Ballentine Partners
Massachusetts
$278K -$6.79K -52 -2%
PGA
1027
Portland Global Advisors
Maine
$278K
DMC
1028
Drexel Morgan & Co
Pennsylvania
$277K
CCM
1029
Compton Capital Management
Rhode Island
$276K
FNBTCON
1030
First National Bank & Trust Co of Newtown
Pennsylvania
$275K -$58.7K -450 -16%
TH
1031
TCTC Holdings
Texas
$275K
PCMC
1032
Paragon Capital Management (Colorado)
Colorado
$275K +$7.57K +58 +3%
ECM
1033
Evergreen Capital Management
Washington
$274K -$26.4K -202 -9%
KFA
1034
Kelleher Financial Advisors
New York
$274K
EA
1035
Elm Advisors
California
$272K -$17K -130 -6%
BO
1036
Bank OZK
Arkansas
$272K +$24.3K +186 +10%
GLA
1037
Great Lakes Advisors
Illinois
$271K -$139K -1,063 -33%
NEPWA
1038
New England Private Wealth Advisors
Massachusetts
$271K +$261 +2 +0.1%
ITIM
1039
Indiana Trust & Investment Management
Indiana
$270K
FB
1040
Fulton Bank
Pennsylvania
$270K +$17.4K +133 +7%
EBSAM
1041
Eubel Brady & Suttman Asset Management
Ohio
$269K -$25.7K -197 -9%
W
1042
Wealthfront
California
$269K +$181K +1,390 +197%
WKA
1043
Wilson Kemp & Associates
Michigan
$267K -$333K -2,550 -55%
BCM
1044
BTR Capital Management
California
$267K +$65.3K +500 +31%
DJSG
1045
D.J. St. Germain
Massachusetts
$264K
FMWA
1046
Forvis Mazars Wealth Advisors
Missouri
$262K -$290K -2,218 -52%
MPIA
1047
Mountain Pacific Investment Advisers
Idaho
$261K
ORI
1048
Oak Ridge Investments
Illinois
$261K
MFW
1049
Meristem Family Wealth
Minnesota
$257K +$13.7K +105 +5%
ARMC
1050
American Research & Management Company
Massachusetts
$255K

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.