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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
AQR Capital Management
201
AQR Capital Management
Connecticut
$25.4M -$16.1M -126,750 -39%
IAM
202
Impala Asset Management
Florida
$24.8M -$19.3M -152,340 -44%
DIA
203
Dana Investment Advisors
Wisconsin
$24.6M +$2.91M +22,935 +14%
TG
204
TCW Group
California
$24.2M -$18.1M -142,650 -43%
ASRS
205
Arizona State Retirement System
Arizona
$24.1M -$127K -1,000 -0.5%
GG
206
Gofen & Glossberg
Illinois
$24.1M +$648K +5,113 +3%
AG
207
Aperio Group
California
$24.1M +$1.62M +12,770 +7%
IRF
208
IBM Retirement Fund
New York
$23.6M -$134K -1,060 -0.6%
SEI Investments
209
SEI Investments
Pennsylvania
$23.3M +$22.8M +179,442 New
MCM
210
McKinley Capital Management
Alaska
$22.8M +$70.6K +557 +0.3%
Commonwealth Equity Services
211
Commonwealth Equity Services
Massachusetts
$22.8M +$2.15M +16,967 +11%
MSA
212
Mason Street Advisors
Wisconsin
$22.7M +$351K +2,768 +2%
CI
213
Conning Inc
Connecticut
$22.5M -$320K -2,521 -1%
KeyBank National Association
214
KeyBank National Association
Ohio
$22.4M +$408K +3,214 +2%
HIMCH
215
Hartford Investment Management Co (HIMCO)
Connecticut
$22.2M -$672K -5,300 -3%
DekaBank Deutsche Girozentrale
216
DekaBank Deutsche Girozentrale
Germany
$21.8M +$786K +6,200 +4%
UB
217
UMB Bank
Missouri
$21.7M +$184K +1,455 +0.9%
BGIM
218
Brandywine Global Investment Management
Pennsylvania
$21.5M +$20.9M +165,170 New
FAF
219
Fjarde Ap-fonden
Sweden
$21.3M -$1.54M -12,167 -7%
OI
220
Oakbrook Investments
Illinois
$21.2M -$191K -1,505 -0.9%
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$21.2M -$1.22M -9,641 -6%
HighTower Advisors
222
HighTower Advisors
Illinois
$21M +$2.76M +21,750 +16%
IEFM
223
IQ EQ Fund Management
Ireland
$21M +$20.5M +161,827 New
RHBC
224
R.H. Bluestein & Co
Michigan
$20.8M -$4.4M -34,681 -18%
Asset Management One
225
Asset Management One
Japan
$20.6M +$5.15M +40,614 +35%

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.