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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
HI
126
Honeywell International
North Carolina
$58.9M -$76.1K -600 -0.1%
CNB
127
City National Bank
California
$56.7M +$18.3M +144,362 +49%
SCCM
128
Schafer Cullen Capital Management
New York
$56.5M -$11.3M -89,375 -17%
SAM
129
Sentinel Asset Management
Vermont
$56.1M +$1.6M +12,600 +3%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$52.5M -$35K -276 -0.1%
HCM
131
Holland Capital Management
Illinois
$52.1M +$10M +79,157 +25%
Jacobs Levy Equity Management
132
Jacobs Levy Equity Management
New Jersey
$51.5M -$3.6M -28,430 -7%
RJA
133
Raymond James & Associates
Florida
$51.1M +$8.67M +68,417 +21%
GC
134
Guggenheim Capital
Illinois
$51M -$33.2M -261,819 -40%
HCM
135
Highbridge Capital Management
New York
$50.3M +$46.8M +369,006 +2,053%
WCM
136
Wedge Capital Management
North Carolina
$50.3M -$631K -4,975 -1%
FMI
137
Factory Mutual Insurance
Massachusetts
$49M +$4.45M +35,100 +10%
PAMU
138
Pictet Asset Management (UK)
United Kingdom
$48.3M +$1.17M +9,211 +3%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$47.3M +$2.38M +18,777 +5%
Federated Hermes
140
Federated Hermes
Pennsylvania
$47.1M +$25.7M +202,706 +127%
KCM
141
Kornitzer Capital Management
Kansas
$46.9M +$333K +2,630 +0.7%
CFB
142
Cullen/Frost Bankers
Texas
$46M -$476K -3,752 -1%
BCIM
143
British Columbia Investment Management
British Columbia, Canada
$45.7M -$3.61M -28,509 -8%
GT
144
Glenmede Trust
Pennsylvania
$45.2M -$2.32M -18,272 -5%
GI
145
GAMCO Investors
Connecticut
$44.4M -$3.06M -24,161 -7%
MIH
146
Madison Investment Holdings
Wisconsin
$43.6M +$10.8M +85,432 +34%
BTS
147
BB&T Securities
Virginia
$43.2M -$939K -7,404 -18%
PAM
148
Panagora Asset Management
Massachusetts
$42.7M -$32.4M -255,169 -44%
JMPWA
149
JP Morgan Private Wealth Advisors
California
$42.5M +$3.76M +29,648 +10%
Schroder Investment Management Group
150
Schroder Investment Management Group
United Kingdom
$42.3M -$7.46M -58,816 -15%

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.