We are live on ! Find out more

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
EHC
1076
Everett Harris & Co
California
$269K
LDB
1077
Lee, Danner & Bass
Tennessee
$269K
PFM
1078
Parsec Financial Management
North Carolina
$269K +$12.7K +100 +5%
CPO
1079
Cerity Partners OCIO
New York
$269K +$14.1K +111 +6%
KC
1080
Kingfisher Capital
North Carolina
$268K +$9.89K +78 +4%
MPIA
1081
Mountain Pacific Investment Advisers
Idaho
$266K
ORI
1082
Oak Ridge Investments
Illinois
$265K -$1.77K -14 -0.7%
DWM
1083
Destination Wealth Management
California
$264K +$257K +2,029 New
CHP
1084
Cable Hill Partners
Oregon
$261K +$254K +2,006 New
ARMC
1085
American Research & Management Company
Massachusetts
$260K
JMH
1086
J.M. Hartwell
New York
$260K
UFA
1087
US Financial Advisors
Massachusetts
$255K +$249K +1,962 New
VIA
1088
Vantage Investment Advisors
Pennsylvania
$254K +$37.1K +293 +18%
WI
1089
Wedgewood Investors
Pennsylvania
$253K +$24.6K +194 +11%
DVM
1090
Dreman Value Management
Florida
$252K -$4.95K -39 -2%
TH
1091
TCTC Holdings
Texas
$252K
JWM
1092
Jacobus Wealth Management
Wisconsin
$252K +$33.6K +265 +16%
CL
1093
CFS LLC
Oklahoma
$251K +$88K +694 +56%
CHC
1094
City Holding Co
West Virginia
$250K +$15.8K +125 +7%
WIL
1095
Winifred I. Li
$249K -$34.6K -273 -12%
RDM
1096
Retirement Design & Management
Connecticut
$248K +$242K +1,905 New
EWA
1097
EP Wealth Advisors
California
$247K -$37.7K -297 -14%
CCM
1098
Check Capital Management
California
$247K +$241K +1,897 New
SCA
1099
Samson Capital Advisors
New York
$247K +$241K +1,900 New
ED
1100
Exane Derivatives
France
$245K +$239K +1,882 New

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.