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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
GWS
1126
Glassman Wealth Services
Virginia
$222K +$217K +1,710 New
BCM
1127
BTR Capital Management
California
$221K -$25.4K -200 -11%
MMG
1128
Monetary Management Group
Missouri
$221K -$25.4K -200 -11%
RMCM
1129
Reynders McVeigh Capital Management
Massachusetts
$215K +$210K +1,655 New
DLHL
1130
Donald L. Hagan LLC
Florida
$213K +$208K +1,640 New
CBN
1131
Cadence Bank NA
Texas
$211K +$4.18K +33 +2%
HWA
1132
Heritage Wealth Advisors
Virginia
$211K +$206K +1,627 New
AIM
1133
Acropolis Investment Management
Missouri
$210K -$6.34K -50 -3%
LIC
1134
Lodestar Investment Counsel
Illinois
$207K +$201K +1,589 New
MSR
1135
Main Street Research
Connecticut
$206K
BOTW
1136
Bank of the West
California
$206K +$1.14K +9 +0.6%
WP
1137
WMS Partners
Maryland
$206K +$201K +1,582 New
TCOT
1138
Trust Company of Toledo
Ohio
$205K -$9.76K -77 -5%
SM
1139
Stratton Management
Pennsylvania
$205K +$200K +1,575 New
FC
1140
FIC Capital
New York
$204K +$199K +1,566 New
TFF
1141
The Family Firm
Maryland
$204K +$199K +1,572 New
TIA
1142
Tiemann Investment Advisors
California
$203K
PHS
1143
Pekin Hardy Strauss
Illinois
$203K +$198K +1,558 New
CPA
1144
Capital Planning Advisors
California
$202K +$197K +1,552 New
T
1145
Thomaspartners
Massachusetts
$202K +$197K +1,555 New
EHWM
1146
Eads & Heald Wealth Management
Georgia
$202K +$197K +1,557 New
CRIG
1147
Charter Research & Investment Group
Connecticut
$201K +$196K +1,545 New
MIC
1148
Meridian Investment Counsel
California
$201K +$196K +1,548 New
BCM
1149
Brookstone Capital Management
Illinois
$200K -$26.4K -208 -12%
HW
1150
Hancock Whitney
Mississippi
$200K +$195K +1,539 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.