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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
PSC
1026
Piper Sandler & Co
Minnesota
$325K +$317K +2,500 New
DJSG
1027
D.J. St. Germain
Massachusetts
$322K
GSBTD
1028
Glenview State Bank Trust Department
Illinois
$322K
FMWA
1029
Forvis Mazars Wealth Advisors
Missouri
$322K +$52.5K +414 +20%
AF
1030
Aldebaran Financial
$322K +$69.7K +550 +29%
MJRIC
1031
Mogy Joel R Investment Counsel
California
$321K
HCM
1032
Hollencrest Capital Management
California
$321K +$87.1K +687 +39%
ACM
1033
Alta Capital Management
Utah
$319K -$19K -150 -6%
CC
1034
Cipher Capital
New York
$319K +$311K +2,451 New
RC
1035
Roundview Capital
New Jersey
$317K
AAS
1036
Annex Advisory Services
Wisconsin
$317K +$109K +863 +55%
BIC
1037
Beach Investment Counsel
Pennsylvania
$317K +$309K +2,435 New
MFW
1038
Meristem Family Wealth
Minnesota
$314K
MWM
1039
Merriman Wealth Management
Washington
$312K
BBI
1040
Baxter Bros Inc
Connecticut
$311K +$28.5K +225 +10%
RFA
1041
Reilly Financial Advisors
California
$309K -$75.6K -596 -20%
I2I
1042
Insight 2811 Inc
Illinois
$309K -$8.88K -70 -3%
GWA
1043
Genesis Wealth Advisors
Massachusetts
$306K +$254K +2,000 New
BO
1044
Bank OZK
Arkansas
$305K +$25.4K +200 +9%
SFA
1045
Sequoia Financial Advisors
Ohio
$304K +$63.6K +502 +27%
DI
1046
Diligent Investors
California
$304K +$261K +2,056 New
EWM
1047
Empirical Wealth Management
Washington
$303K +$19.4K +153 +7%
FBT
1048
First Bankers Trust
Kentucky
$302K -$73.4K -579 -20%
CP
1049
Coho Partners
Pennsylvania
$301K
FAM
1050
Formidable Asset Management
Ohio
$301K

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.