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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
NYLT
1251
New York Life Trust
New York
$7K -$182K -1,433 -96%
VNA
1252
Valley National Advisers
Pennsylvania
$6K +$5.83K +46 New
BCMIO
1253
Beacon Capital Management Inc (Ohio)
Ohio
$5K
HF
1254
Hoxton Financial
West Virginia
$5K
CPIG
1255
Chicago Partners Investment Group
Illinois
$5K +$4.44K +35 New
OC
1256
Oakworth Capital
Alabama
$3K
LWA
1257
Lowe Wealth Advisors
Maryland
$3K +$3.17K +25 New
MMA
1258
Miracle Mile Advisors
California
$3K +$16.7M +131,703 New
FA
1259
Financial Advantage
Maryland
$2K
MIM
1260
Macroview Investment Management
Maryland
$1K
ECM
1261
Exchange Capital Management
Michigan
$1K +$1.27K +10 New
BPM
1262
Bowling Portfolio Management
Ohio
$891 -$1.18M -9,334 -58%
USSCPF
1263
United States Steel & Carnegie Pension Fund
New York
-$63.8M -500,654 Closed
EA
1264
Euclid Advisors
Connecticut
-$58.4M -458,230 Closed
CCM
1265
Causeway Capital Management
California
-$50.2M -361,762 Closed
CCM
1266
Crestwood Capital Management
New York
-$26.6M -209,000 Closed
AC
1267
Ascend Capital
California
-$22.4M -175,721 Closed
AI
1268
Analytic Investors
California
-$22.1M -173,215 Closed
HIP
1269
Hengistbury Investment Partners
United Kingdom
-$16.9M -133,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1270
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$9.03M -70,882 Closed
AL
1271
Airain Ltd
Guernsey
-$8.59M -67,428 Closed
JGC
1272
J. Goldman & Co
New York
-$6.82M -53,750 Closed
GL
1273
GLG LLC
New York
-$6.82M -53,533 Closed
SIP
1274
Stoneridge Investment Partners
Pennsylvania
-$6.68M -52,452 Closed
AAMU
1275
Amundi Asset Management US
Massachusetts
-$5.7M -44,747 Closed

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.