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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
WIM
176
Waverton Investment Management
United Kingdom
$31.7M -$1.07M -8,433 -3%
CAM
177
Cacti Asset Management
Georgia
$31.7M -$101K -800 -0.3%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$30.3M +$76.1K +600 +0.3%
TCSAM
179
Tyrus Capital S.A.M.
Monaco
$30.2M +$29.4M +232,000 New
Macquarie Group
180
Macquarie Group
Australia
$29.6M -$45.8M -360,975 -61%
TRSOTSOK
181
Teachers Retirement System of the State of Kentucky
Kentucky
$29.3M +$15.4M +121,400 +117%
BAPIM
182
British Airways Pensions Investment Management
United Kingdom
$29.2M +$28.5M +224,890 New
Public Sector Pension Investment Board (PSP Investments)
183
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$29.2M -$2.88M -22,700 -9%
RG
184
Renaissance Group
Kentucky
$29.1M -$710K -5,603 -2%
AAM
185
Aberdeen Asset Management
United Kingdom
$28.8M -$10.1M -79,275 -26%
WMC
186
Westwood Management Corporation
Illinois
$28.8M +$152K +1,200 +0.5%
FWCM
187
Ferguson Wellman Capital Management
Oregon
$28M -$8.44M -66,527 -24%
OC
188
Oakmont Corp
California
$27.8M -$2.95M -23,250 -10%
H
189
Hexavest
Quebec, Canada
$27.7M +$26M +204,954 +2,620%
Mitsubishi UFJ Asset Management
190
Mitsubishi UFJ Asset Management
Japan
$27.2M +$3.54M +27,933 +15%
M&T Bank
191
M&T Bank
New York
$27M +$1.27M +10,041 +5%
National Pension Service
192
National Pension Service
South Korea
$26.7M -$3.81M -30,073 -13%
ADEF
193
Adams Diversified Equity Fund
Maryland
$26.6M
TAM
194
Tocqueville Asset Management
New York
$26.6M -$107K -843 -0.4%
B
195
Baird
Wisconsin
$26.6M +$17.6M +138,894 +212%
First Trust Advisors
196
First Trust Advisors
Illinois
$26.3M +$3.87M +30,549 +18%
WB
197
WesBanco Bank
West Virginia
$26M +$86.1K +679 +0.3%
Arrowstreet Capital
198
Arrowstreet Capital
Massachusetts
$25.9M -$42.9M -338,066 -63%
SGAM
199
Smith Group Asset Management
Texas
$25.6M -$26.9K -212 -0.1%
GIBU
200
Gulf International Bank (UK)
United Kingdom
$25.5M -$23.7K -187 -0.1%

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.