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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
FA
1126
Friess Associates
Delaware
$117K +$2.61K +20 +2%
SIA
1127
SeaBridge Investment Advisors
New Jersey
$108K
BWFA
1128
Baltimore-Washington Financial Advisors
Maryland
$105K +$97.9K +750 +987%
LWM
1129
Lenox Wealth Management
Ohio
$98K -$19.2K -147 -16%
KLWA
1130
Kelly Lawrence W & Associates
California
$97K
SCP
1131
Syntal Capital Partners
Texas
$96K +$98.6K +755 New
FANJ
1132
Financial Architects (New Jersey)
New Jersey
$94K +$96.7K +741 New
MAS
1133
Madden Advisory Services
Florida
$92K
TWM
1134
Torch Wealth Management
Ohio
$92K +$131 +1 +0.1%
LWA
1135
Lenox Wealth Advisors
New York
$92K +$11.7K +90 +14%
KTC
1136
Kistler-Tiffany Companies
Pennsylvania
$91K
VCM
1137
Vigilant Capital Management
Maine
$90K
LWM
1138
LBA Wealth Management
Florida
$89K
DAM
1139
Delta Asset Management
Tennessee
$76K
HCP
1140
Holt Capital Partners
Texas
$76K
MWP
1141
MYCIO Wealth Partners
Pennsylvania
$76K
MSFP
1142
Mark Sheptoff Financial Planning
Connecticut
$68K +$131 +1 +0.2%
RIA
1143
Regal Investment Advisors
Michigan
$64K +$29.6K +227 +83%
ECM
1144
Estabrook Capital Management
New York
$63.6K
HCM
1145
Highlander Capital Management
New Jersey
$63.6K
ACM
1146
Antonetti Capital Management
Florida
$59K -$4.57K -35 -7%
CL
1147
CFS LLC
Oklahoma
$59K
ST
1148
Stifel Trust
Missouri
$59K +$20.5K +157 +52%
CWM
1149
Cranbrook Wealth Management
Michigan
$51K
FI
1150
FCM Investments
Texas
$51K

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.