Boeing
1,167 hedge funds and large institutions have $67.2B invested in Boeing in 2014 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 458 increasing their positions, 475 reducing their positions, and 85 closing their positions.
5% more funds holding in top 10
Funds holding in top 10: 56 → 59 (+3)
0.36% less ownership
Funds ownership: 73.69% → 73.33% (-0.36%)
1% less capital invested
Capital invested by funds: $68.1B → $67.2B (-$962M)
4% less repeat investments, than reductions
Existing positions increased: 458 | Existing positions reduced: 475
2% less funds holding
Funds holding: 1,196 → 1,167 (-29)
22% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 85
43% less call options, than puts
Call options by funds: $1.07B | Put options by funds: $1.86B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$319M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$253M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$179M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$135M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$300M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$298M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$270M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$198M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$170M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAS
1251
Partnervest Advisory Services
Santa Barbara,
California
| – | -$19K | -151 | Closed |
|
1252
Group One Trading
Chicago,
Illinois
| – | -$13K | -100 | Closed |
|
|
NIM
1253
NuWave Investment Management
Parsippany,
New Jersey
| – | -$10.5K | -83 | -98% |
|
BA Hedge Fund Activity: Q3 2014 in Review
1,167 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q3 2014, worth a combined $67.2B — down 1.4% from $68.1B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of BA and 66 opened new positions — a net loss of 19 holders — while 475 trimmed existing stakes and 458 added.
The largest buyer was Franklin Resources, adding an estimated $319M. The largest seller was Fidelity Investments, cutting an estimated $300M.
- 1,167 institutional investors held Boeing (BA) as of Q3 2014, down from 1,196 in Q2 2014.
- Funds reported $67.2B of Boeing stock for Q3 2014, down 1.4% quarter-over-quarter.
- 66 funds opened new Boeing positions in Q3 2014 and 85 closed out, a net change of -19 holders.
- The largest Boeing buyer in Q3 2014 was Franklin Resources, an estimated $319M added.
- The largest Boeing seller in Q3 2014 was Fidelity Investments, an estimated $300M sold.
Based on aggregated 13F filings for Q3 2014.