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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
Massachusetts Financial Services
1301
Massachusetts Financial Services
Massachusetts
-$529K -4,153 Closed
JIM
1302
Jensen Investment Management
Oregon
-$507K -3,980 Closed
GCP
1303
GSA Capital Partners
United Kingdom
-$487K -3,822 Closed
BUB
1304
BBVA USA Bancshares
Texas
-$446K -3,506 Closed
PL
1305
Parkwood LLC
Ohio
-$402K -3,156 Closed
FLPIM
1306
F.L. Putnam Investment Management
Massachusetts
-$355K -2,790 Closed
DAS
1307
Dynamic Advisor Solutions
Arizona
-$351K -2,757 Closed
PAM
1308
Princeton Alpha Management
New Jersey
-$262K -2,055 Closed
AP
1309
AHL Partners
United Kingdom
-$250K -1,959 Closed
TAM
1310
Taurus Asset Management
New York
-$245K -1,925 Closed
BGIM
1311
Boussard & Gavaudan Investment Management
United Kingdom
-$247K -1,921 Closed
RCM
1312
RNC Capital Management
California
-$234K -1,837 Closed
NA
1313
Navellier & Associates
Nevada
-$216K -1,697 Closed
TRCT
1314
Tower Research Capital (TRC)
New York
-$208K -1,629 Closed
SCA
1315
Strategic Capital Alternatives
United States
-$206K -1,618 Closed
MTIM
1316
Marathon Trading Investment Management
Pennsylvania
-$204K -1,600 Closed
CCA
1317
Cobblestone Capital Advisors
New York
-$201K -1,576 Closed
IUAM
1318
Itau USA Asset Management
New York
-$191K -1,500 Closed
PHK
1319
Point72 Hong Kong
Hong Kong
-$109K -859 Closed
PCM
1320
Prelude Capital Management
New York
-$54K -425 Closed
TC
1321
TradeLink Capital
Illinois
-$37K -290 Closed
WAS
1322
Winch Advisory Services
Wisconsin
-$35K -274 Closed
OCM
1323
One Capital Management
California
-$29K -224 Closed
LFR
1324
Lehman Financial Resources
Pennsylvania
-$19K -150 Closed
WCM
1325
Wealthcare Capital Management
Virginia
-$10K -81 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.