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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
MSR
1101
Main Street Research
Connecticut
$201K +$207K +1,582 New
DDPIC
1102
Deroy & Devereaux Private Investment Counsel
Michigan
$200K -$26.1K -200 -11%
BOTW
1103
Bank of the West
California
$200K -$3.26K -25 -2%
DCM
1104
Donaldson Capital Management
Indiana
$200K +$206K +1,575 New
IUAM
1105
Itau USA Asset Management
New York
$191K
JWM
1106
Jacobus Wealth Management
Wisconsin
$191K
JT
1107
Jump Trading
Illinois
$189K +$175K +1,338 +892%
WA
1108
WealthTrust-Arizona
Arizona
$187K
TF
1109
Tompkins Financial
New York
$180K
LOAMS
1110
Lombard Odier Asset Management (Switzerland)
Switzerland
$172K +$178K +1,362 New
BCI
1111
Brinker Capital Investments
Pennsylvania
$167K +$158K +1,211 +1,211%
NCM
1112
Nelson Capital Management
California
$166K +$30.2K +231 +22%
HI
1113
Hudock Inc
Pennsylvania
$162K +$522 +4 +0.3%
MPWT
1114
MassMutual Private Wealth & Trust
Connecticut
$160K +$81.6K +625 +98%
FCCM
1115
First City Capital Management
Georgia
$159K
ACS
1116
Archford Capital Strategies
Illinois
$159K +$37.2K +285 +30%
PCM
1117
Prelude Capital Management
New York
$158K +$46.7K +358 +41%
WG
1118
Welch Group
Alabama
$153K +$783 +6 +0.5%
BHB
1119
Bank Hapoalim BM
Israel
$148K
PO
1120
Private Ocean
California
$138K -$16.3K -125 -10%
VIA
1121
Vantage Investment Advisors
Pennsylvania
$137K +$2.87K +22 +2%
ST
1122
SpiderRock Trading
Illinois
$130K
SFPIA
1123
Stevens First Principles Investment Advisors
California
$127K +$131K +1,000 New
OAM
1124
Orinda Asset Management
California
$124K +$127K +973 New
FWM
1125
Focused Wealth Management
New York
$122K +$52.2K +400 +71%

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.