Boeing
1,334 hedge funds and large institutions have $77.5B invested in Boeing in 2015 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 486 increasing their positions, 524 reducing their positions, and 58 closing their positions.
148% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 58
35% more funds holding in top 10
Funds holding in top 10: 69 → 93 (+24)
13% more capital invested
Capital invested by funds: $68.6B → $77.5B (+$8.94B)
6% more funds holding
Funds holding: 1,260 → 1,334 (+74)
0.14% less ownership
Funds ownership: 73.98% → 73.84% (-0.14%)
7% less repeat investments, than reductions
Existing positions increased: 486 | Existing positions reduced: 524
39% less call options, than puts
Call options by funds: $1.2B | Put options by funds: $1.95B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$344M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$332M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$300M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$280M |
| 5 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$259M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Evercore Trust Company
New York
|
-$674M |
| 2 |
IC
Institutional Capital
Chicago,
Illinois
|
-$354M |
| 3 |
State Street
Boston,
Massachusetts
|
-$334M |
| 4 |
Neuberger Berman Group
New York
|
-$307M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$261M |
BA Hedge Fund Activity: Q1 2015 in Review
1,334 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2015, worth a combined $77.5B — up 13% from $68.6B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new BA positions and 58 closed out — a net gain of 86 holders — while 486 added to existing stakes and 524 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $344M. The largest seller was Evercore Trust Company, cutting an estimated $674M.
- 1,334 institutional investors held Boeing (BA) as of Q1 2015, up from 1,260 in Q4 2014.
- Funds reported $77.5B of Boeing stock for Q1 2015, up 13% quarter-over-quarter.
- 144 funds opened new Boeing positions in Q1 2015 and 58 closed out, a net change of +86 holders.
- The largest Boeing buyer in Q1 2015 was Capital Research Global Investors, an estimated $344M added.
- The largest Boeing seller in Q1 2015 was Evercore Trust Company, an estimated $674M sold.
Based on aggregated 13F filings for Q1 2015.