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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
AIM
1201
Acuity Investment Management
Ontario, Canada
$65K +$63.4K +500 New
RIA
1202
Regal Investment Advisors
Michigan
$64K -$14.6K -115 -19%
BWA
1203
Burt Wealth Advisors
Maryland
$61K +$60K +473 New
CWM
1204
Cranbrook Wealth Management
Michigan
$52K
FI
1205
FCM Investments
Texas
$52K
PR
1206
Payden & Rygel
California
$52K
SAC
1207
Smith Affiliated Capital
New York
$52K
DIA
1208
Davidson Investment Advisors
Montana
$51K -$50.7K -400 -50%
MA
1209
MCF Advisors
Kentucky
$45K
DBT
1210
Dubuque Bank & Trust
Iowa
$45K +$25.4K +200 +133%
GI
1211
Gradient Investments
Minnesota
$45K +$25.4K +200 +138%
OSNBOA
1212
Old Second National Bank of Aurora
Illinois
$39K
RAM
1213
Riggs Asset Management
Pennsylvania
$39K
JFA
1214
JNBA Financial Advisors
Minnesota
$38K
SMG
1215
Spectrum Management Group
Indiana
$38K +$23.8K +188 +224%
FNBSF
1216
First National Bank Sioux Falls
South Dakota
$36K
DOA
1217
D'Orazio & Associates
Virginia
$35K
MUMSS
1218
Mitsubishi UFJ Morgan Stanley Securities
Japan
$35K
TFO
1219
Tarbox Family Office
California
$35K +$1.14K +9 +3%
RA
1220
Rational Advisors
New York
$31K +$30.4K +240 New
SAM
1221
Shamrock Asset Management
Texas
$30K -$7.86K -62 -21%
CAL
1222
Capital Advisors Ltd
Ohio
$28K +$127 +1 +0.5%
FPFS
1223
First Personal Financial Services
North Carolina
$27K +$26.6K +210 New
MAS
1224
Madden Advisory Services
Florida
$26K -$66.7K -526 -72%
CBT
1225
Central Bank & Trust
Kentucky
$26K

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.