Boeing
1,074 hedge funds and large institutions have $67B invested in Boeing in 2013 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 392 increasing their positions, 418 reducing their positions, and 64 closing their positions.
80% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 64
33% more call options, than puts
Call options by funds: $1.94B | Put options by funds: $1.46B
18% more funds holding in top 10
Funds holding in top 10: 73 → 86 (+13)
15% more capital invested
Capital invested by funds: $58.4B → $67B (+$8.67B)
4% more funds holding
Funds holding: 1,035 → 1,074 (+39)
0.62% more ownership
Funds ownership: 75.09% → 75.71% (+0.62%)
6% less repeat investments, than reductions
Existing positions increased: 392 | Existing positions reduced: 418
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
+$446M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$228M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$181M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$151M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$145M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$819M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$436M |
| 3 |
ETC
Evercore Trust Company
New York
|
-$377M |
| 4 |
JP
Jana Partners
New York
|
-$199M |
| 5 |
PC
PointState Capital
New York
|
-$144M |
BA Hedge Fund Activity: Q3 2013 in Review
1,074 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q3 2013, worth a combined $67B — up 15% from $58.4B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new BA positions and 64 closed out — a net gain of 51 holders — while 392 added to existing stakes and 418 trimmed.
The largest buyer was Institutional Capital, opening a new position worth an estimated $446M. The largest seller was Viking Global Investors, exiting entirely with an estimated $819M sold.
- 1,074 institutional investors held Boeing (BA) as of Q3 2013, up from 1,035 in Q2 2013.
- Funds reported $67B of Boeing stock for Q3 2013, up 15% quarter-over-quarter.
- 115 funds opened new Boeing positions in Q3 2013 and 64 closed out, a net change of +51 holders.
- The largest Boeing buyer in Q3 2013 was Institutional Capital, an estimated $446M added.
- The largest Boeing seller in Q3 2013 was Viking Global Investors, an estimated $819M sold.
Based on aggregated 13F filings for Q3 2013.