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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
JMH
1051
J.M. Hartwell
New York
$254K +$261K +2,000 New
ANBTV
1052
American National Bank & Trust (Virginia)
Virginia
$252K -$4.57K -35 -2%
PFM
1053
Parsec Financial Management
North Carolina
$250K
STMM
1054
South Texas Money Management
Texas
$250K +$1.3K +10 +0.5%
BOS
1055
Bingham Osborn & Scarborough
California
$249K -$7.83K -60 -3%
I2I
1056
Insight 2811 Inc
Illinois
$247K
CPO
1057
Cerity Partners OCIO
New York
$244K -$26.1K -200 -9%
DBT
1058
Dubuque Bank & Trust
Iowa
$244K
EWM
1059
Empirical Wealth Management
Washington
$243K +$392 +3 +0.2%
CFA
1060
Capstone Financial Advisors
Illinois
$243K +$4.57K +35 +2%
AF
1061
Aldebaran Financial
$242K +$248K +1,900 New
TC
1062
TradeLink Capital
Illinois
$242K +$248K +1,900 New
HIM
1063
Hillsdale Investment Management
Ontario, Canada
$239K -$91.4K -700 -27%
MG
1064
MDE Group
New Jersey
$238K
SFA
1065
Sequoia Financial Advisors
Ohio
$238K +$3.65K +28 +2%
IC
1066
IKOS CIF
Cyprus
$237K -$260K -1,991 -52%
BAS
1067
Brown Advisory Securities
Maryland
$235K +$13.6K +104 +6%
HS
1068
Huntington Steele
Pennsylvania
$231K +$7.7K +59 +3%
PAG
1069
Pinnacle Advisory Group
Maryland
$231K +$238K +1,823 New
AIA
1070
Arbor Investment Advisors
North Carolina
$229K
LC
1071
Loews Corp
New York
$229K
CTA
1072
Chesley Taft & Associates
Illinois
$229K +$131 +1 +0.1%
BRM
1073
Boston Research & Management
Massachusetts
$229K +$26.1K +200 +13%
SCG
1074
Strategic Capital Group
Washington
$228K -$45.2K -346 -16%
GGPS
1075
Gary Goldberg Planning Services
New York
$228K +$52K +398 +29%

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.