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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
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$77.7M +$2.05M +15,713 +3%
Korea Investment Corp
102
Korea Investment Corp
South Korea
$75.3M +$6.2M +47,500 +9%
CCM
103
Causeway Capital Management
California
$74.2M -$11.8M -90,700 -14%
TA
104
Teachers Advisors
New York
$73.7M +$222K +1,699 +0.3%
William Blair & Company
105
William Blair & Company
Illinois
$73.6M -$1.6M -12,222 -2%
Calamos Advisors
106
Calamos Advisors
Illinois
$73.1M +$2.11M +16,136 +3%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$71.6M -$4.42M -33,845 -6%
GA
108
Geneva Advisors
Illinois
$71.3M +$3.17M +24,311 +5%
USAA
109
United Services Automobile Association
Texas
$70.8M +$135K +1,031 +0.2%
SM
110
Seminole Management
New York
$70.7M +$2.88M +22,071 +4%
Los Angeles Capital Management
111
Los Angeles Capital Management
California
$70.4M +$6.87M +52,645 +11%
GE
112
General Electric
Ohio
$67.9M -$3.48M -26,670 -5%
SCCM
113
Schafer Cullen Capital Management
New York
$67.3M -$1.54M -11,810 -2%
WG
114
Winton Group
United Kingdom
$66.3M +$68.1M +521,418 New
HI
115
Honeywell International
North Carolina
$66.1M
TCM
116
Tetrem Capital Management
Manitoba, Canada
$63.8M +$650K +4,976 +1%
USSCPF
117
United States Steel & Carnegie Pension Fund
New York
$63.7M
Axa
118
Axa
France
$62.3M +$4.6M +35,263 +8%
GF
119
Gabelli Funds
New York
$62M -$979K -7,500 -2%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$61.6M -$2.44M -18,679 -4%
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
$61.2M -$8.67M -66,426 -12%
PP
122
Prudential plc
United Kingdom
$61M +$3.34M +25,600 +6%
Schroder Investment Management Group
123
Schroder Investment Management Group
United Kingdom
$60.4M -$53.5M -409,896 -46%
KIG
124
Kovitz Investment Group
Illinois
$60.1M -$3.42M -26,169 -5%
SG Americas Securities
125
SG Americas Securities
New York
$57.9M -$27.6M -211,659 -32%

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.