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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
LTI
1
Laffer Tengler Investments
Tennessee
$12.4B
Capital World Investors
2
Capital World Investors
California
$7.97B -$181M -1,430,000 -2%
ETC
3
Evercore Trust Company
New York
$6.13B -$170M -1,343,988 -3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$5.09B +$42.9M +338,010 +0.9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.72B +$89M +702,057 +2%
State Street
6
State Street
Massachusetts
$4.23B +$113M +891,372 +3%
BIT
7
BlackRock Institutional Trust
California
$2.48B -$1.51M -11,878 -0.1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.86B -$157M -1,241,680 -8%
Jennison Associates
9
Jennison Associates
New York
$1.33B -$60.9M -480,249 -4%
Northern Trust
10
Northern Trust
Illinois
$1.21B -$12.4M -97,458 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.14B +$2.67M +21,050 +0.2%
BFA
12
BlackRock Fund Advisors
California
$994M +$29.4M +231,721 +3%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$877M -$97M -765,187 -10%
Wells Fargo
14
Wells Fargo
California
$794M -$21.2M -167,170 -3%
IC
15
Institutional Capital
Illinois
$787M +$33M +260,284 +4%
BG
16
BlackRock Group
United Kingdom
$704M +$16.2M +127,518 +2%
WRF
17
Waddell & Reed Financial
Kansas
$686M -$97.6M -770,085 -13%
Goldman Sachs
18
Goldman Sachs
New York
$657M -$67.8M -534,492 -10%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$656M +$16M +126,169 +3%
American Century Companies
20
American Century Companies
Missouri
$656M +$22.5M +177,788 +4%
Franklin Resources
21
Franklin Resources
California
$632M +$64.2M +506,113 +12%
JHIU
22
Janus Henderson Investors US
Colorado
$621M -$171M -1,351,217 -22%
UBS Group
23
UBS Group
Switzerland
$620M +$605M +4,772,101 New
EIP
24
Epoch Investment Partners
New York
$610M -$2.98M -23,516 -0.5%
Morgan Stanley
25
Morgan Stanley
New York
$585M +$103M +812,403 +22%

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.