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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
EA
1101
Emerald Advisers
Pennsylvania
$244K
BOS
1102
Bingham Osborn & Scarborough
California
$242K -$62.1K -490 -21%
AIM
1103
Advantage Investment Management
Iowa
$242K +$236K +1,863 New
PAG
1104
Pinnacle Advisory Group
Maryland
$241K +$127 +1 +0.1%
CCM
1105
Cupps Capital Management
Illinois
$241K +$11.4K +90 +5%
QT
1106
Quantbot Technologies
New York
$241K +$236K +1,859 New
ZTNA
1107
Zions Trust National Association
Utah
$240K -$45.6K -360 -16%
HS
1108
Huntington Steele
Pennsylvania
$236K
HSA
1109
HBK Sorce Advisory
Pennsylvania
$235K +$23.6K +186 +11%
PFBT
1110
Parkside Financial Bank & Trust
Missouri
$234K -$177K -1,399 -44%
LC
1111
Loews Corp
New York
$234K
NAM
1112
NTV Asset Management
West Virginia
$234K +$127 +1 +0.1%
SRAM
1113
Stone Ridge Asset Management
New York
$234K +$228K +1,800 New
BRM
1114
Boston Research & Management
Massachusetts
$233K
RCG
1115
Ruane, Cunniff & Goldfarb
New York
$233K +$4.31K +34 +2%
ZCI
1116
Zevenbergen Capital Investments
Washington
$233K +$227K +1,790 New
EGA
1117
Eagle Global Advisors
Texas
$232K
FC
1118
Forte Capital
New York
$231K
NPA
1119
Nichols & Pratt Advisers
Massachusetts
$230K -$780K -6,150 -78%
CA
1120
Capital Advantage
California
$229K
FNBOH
1121
First National Bank of Hutchinson
Kansas
$227K
RP
1122
Riverbridge Partners
Minnesota
$223K +$127 +1 +0.1%
ZIM
1123
Zacks Investment Management
Illinois
$222K -$34M -268,265 -99%
SGS
1124
Sterling Global Strategies
California
$222K +$216K +1,707 New
BFS
1125
Baskin Financial Services
Ontario, Canada
$222K +$217K +1,710 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.