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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
FWC
1176
First Washington Corp
Washington
$130K
FWM
1177
Focused Wealth Management
New York
$125K
IPC
1178
Independent Portfolio Consultants
Florida
$125K +$16K +126 +15%
FA
1179
Friess Associates
Delaware
$120K
CL
1180
CSS LLC
Illinois
$117K +$114K +900 New
VCM
1181
Vigilant Capital Management
Maine
$113K +$4.57K +36 +4%
PFG
1182
Pacific Financial Group
Washington
$110K +$76.1K +600 +240%
AWM
1183
AllSquare Wealth Management
New York
$105K +$103K +809 New
ECM
1184
Estabrook Capital Management
New York
$104K
LWM
1185
Lenox Wealth Management
Ohio
$98K
SCP
1186
Syntal Capital Partners
Texas
$98K
IC
1187
Intersect Capital
California
$98K +$96K +757 New
MCM
1188
MV Capital Management
Maryland
$93K +$91.2K +719 New
FQ
1189
First Quadrant
California
$91K -$15.6M -123,000 -99%
LWM
1190
LBA Wealth Management
Florida
$91K -$25K -197 -22%
ACS
1191
Archford Capital Strategies
Illinois
$91K
KTC
1192
Kistler-Tiffany Companies
Pennsylvania
$91K +$88.5K +698 New
FNYS
1193
First New York Securities
New York
$85.3K +$20.7K +163 +33%
FANJ
1194
Financial Architects (New Jersey)
New Jersey
$80K -$122K -960 -61%
LWA
1195
Lenox Wealth Advisors
New York
$80K -$13.9K -110 -15%
MWP
1196
MYCIO Wealth Partners
Pennsylvania
$78K
DAM
1197
Delta Asset Management
Tennessee
$76K -$1.27K -10 -2%
GAM
1198
Gemmer Asset Management
California
$76K -$1.01K -8 -1%
IMS
1199
Index Management Solutions
Pennsylvania
$68K +$27.3K +215 +70%
AP
1200
Atwood & Palmer
Missouri
$65K

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.