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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
PTC
1226
Philadelphia Trust Company
Pennsylvania
-$1.11M -8,835 Closed
IPRC
1227
Indices-Pac Research Corporation
New Jersey
-$1.05M -8,390 Closed
BCM
1228
BBT Capital Management
Texas
-$1.02M -8,107 Closed
SGH
1229
Schonfeld Group Holdings
New York
-$791K -6,304 Closed
RCM
1230
Rotella Capital Management
Washington
-$667K -5,316 Closed
TAM
1231
Telluride Asset Management
Minnesota
-$548K -4,368 Closed
FM
1232
Foster & Motley
Ohio
-$419K -3,339 Closed
AGM
1233
Alpine Global Management
New York
-$354K -2,819 Closed
MWM
1234
Merriman Wealth Management
Washington
-$269K -2,058 Closed
SDJVC
1235
St. Denis J. Villere & Co
Louisiana
-$254K -2,026 Closed
ST
1236
Spinnaker Trust
Maine
-$230K -1,835 Closed
CCM
1237
Cohen Capital Management
California
-$230K -1,832 Closed
PHS
1238
Pekin Hardy Strauss
Illinois
-$221K -1,758 Closed
YMRC
1239
Yorktown Management & Research Company
Virginia
-$213K -1,700 Closed
CIM
1240
CenturyLink Investment Management
Colorado
-$179K -1,425 Closed
Victory Capital Management
1241
Victory Capital Management
Texas
-$166K -1,324 Closed
NCMG
1242
NCM Capital Management Group
North Carolina
-$110K -880 Closed
FNYS
1243
First New York Securities
New York
-$100K -800 Closed
TF
1244
Trutina Financial
Washington
-$95K -754 Closed
KCPG
1245
Kavar Capital Partners Group
Kansas
-$79K -636 Closed
AR
1246
Advisory Research
Illinois
-$67K -535 Closed
AUB
1247
Atlantic Union Bankshares
Virginia
-$15K -130 Closed
IWC
1248
Integrated Wealth Counsel
California
-$13K -100 Closed
PWAG
1249
Polaris Wealth Advisory Group
California
-$6K -50 Closed
Winslow Capital Management
1250
Winslow Capital Management
Minnesota
-$3K -24 Closed

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.