We are live on ! Find out more

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
AII
101
AGF Investments Inc
Ontario, Canada
$83.2M -$3.12M -24,570 -4%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$82.2M +$1.52M +12,006 +2%
KIG
103
Kovitz Investment Group
Illinois
$80.8M +$11.2M +88,023 +16%
WI
104
WBI Investments
New Jersey
$78.8M +$15M +118,405 +24%
OCM
105
Osterweis Capital Management
California
$77.1M -$3.45M -27,221 -4%
CLM
106
ClearBridge LLC (Maryland)
Maryland
$76.5M +$5.11M +40,270 +7%
GE
107
General Electric
Ohio
$74M +$10.3M +81,084 +17%
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$73.2M +$12.9M +101,422 +22%
Calamos Advisors
109
Calamos Advisors
Illinois
$72.6M -$560K -4,417 -0.8%
ASC
110
Atalanta Sosnoff Capital
New York
$72.3M -$3.46M -27,309 -5%
TCM
111
Tetrem Capital Management
Manitoba, Canada
$72.1M +$10.5M +82,667 +18%
N
112
Nuveen
North Carolina
$72.1M -$3.02M -23,820 -4%
USAA
113
United Services Automobile Association
Texas
$70.8M +$2.65M +20,902 +4%
GIA
114
Gateway Investment Advisers
Ohio
$69.5M -$12.3M -96,742 -15%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$68.7M -$613K -4,836 -0.9%
LSV Asset Management
116
LSV Asset Management
Illinois
$67.2M +$53.6M +422,700 +447%
NFA
117
Nationwide Fund Advisors
Ohio
$67.2M -$14.2M -112,036 -18%
PP
118
Prudential plc
United Kingdom
$66M -$2.98M -23,504 -4%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$65.6M -$1.28M -10,088 -2%
Axa
120
Axa
France
$64.4M +$1.9M +14,961 +3%
Invesco
121
Invesco
Georgia
$64.2M -$51.1M -403,184 -45%
Stifel Financial
122
Stifel Financial
Missouri
$62.7M +$10.5M +82,714 +21%
Korea Investment Corp
123
Korea Investment Corp
South Korea
$62.4M -$9.28M -73,200 -13%
Comerica Bank
124
Comerica Bank
Texas
$62.1M +$28.6M +225,751 +90%
GF
125
Gabelli Funds
New York
$60.7M -$2.05M -16,200 -3%

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.