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2,059 hedge funds and large institutions have $127B invested in Boeing in 2018 Q4 according to their latest regulatory filings, with 266 funds opening new positions, 728 increasing their positions, 827 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 266 | Existing positions closed: 118

7% more funds holding

Funds holding: 1,9292,059 (+130)

5% more funds holding in top 10

Funds holding in top 10: 200209 (+9)

0.45% more ownership

Funds ownership: 69.22%69.67% (+0.45%)

0% more call options, than puts

Call options by funds: $3.55B | Put options by funds: $3.55B

12% less repeat investments, than reductions

Existing positions increased: 728 | Existing positions reduced: 827

14% less capital invested

Capital invested by funds: $147B → $127B (-$20.3B)

Holders
2,059
Holders Change
+130
Holders Change %
+6.74%
% of All Funds
45.88%
Holding in Top 10
209
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.5%
% of All Funds
4.66%
New
266
Increased
728
Reduced
827
Closed
118
Calls
$3.55B
Puts
$3.55B
Net Calls
+$902K
Net Calls Change
+$260M
Name Holding Trade Value Shares
Change
Change in
Stake
TU
251
TDAM USA
Ontario, Canada
$34.5M -$926K -2,680 -2%
ERSOT
252
Employees Retirement System of Texas
Texas
$34.3M -$5.67M -16,400 -13%
TPSF
253
Texas Permanent School Fund
Texas
$34.3M -$4.74M -13,716 -11%
FCM
254
Flinton Capital Management
Pennsylvania
$33.9M -$2.53M -7,328 -7%
SB
255
Suntrust Banks
Georgia
$33.5M +$5.98M +17,302 +20%
MLICM
256
Metropolitan Life Insurance Company (MetLife)
New York
$33.4M -$583K -1,689 -2%
URS
257
Utah Retirement Systems
Utah
$32.5M
WBC
258
Westpac Banking Corp
Australia
$31M -$9.41M -27,246 -22%
TRSOTSOK
259
Teachers Retirement System of the State of Kentucky
Kentucky
$31M -$13.3M -38,604 -29%
ADEF
260
Adams Diversified Equity Fund
Maryland
$31M -$1.8M -5,200 -5%
FWCM
261
Ferguson Wellman Capital Management
Oregon
$30.9M -$1.57M -4,556 -5%
MOACM
262
Mutual of America Capital Management
New York
$30.5M +$1.69M +4,901 +5%
MG
263
Markel Group
Virginia
$30.4M
MNG
264
Manning & Napier Group
New York
$30.3M +$2.26M +6,552 +7%
BGCP
265
Bristol Gate Capital Partners
Ontario, Canada
$29.5M -$965K -2,792 -3%
WorldQuant Millennium Advisors
266
WorldQuant Millennium Advisors
New York
$29.3M +$8.35M +24,177 +36%
RCM
267
Riverhead Capital Management
Delaware
$29.2M -$5.44M -15,754 -15%
BS
268
Banco Santander
Spain
$29.2M -$614K -1,778 -2%
TCA
269
Taconic Capital Advisors
New York
$28.7M +$30.7M +89,000 New
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$28.6M +$6.55M +18,954 +27%
AHB
271
Abner Herrman & Brock
New Jersey
$28.5M -$1.58M -4,563 -5%
DADC
272
D.A. Davidson & Co
Montana
$28.2M +$291K +843 +1%
Cambridge Investment Research Advisors
273
Cambridge Investment Research Advisors
Iowa
$28.1M +$3.34M +9,668 +12%
CSIC
274
Clifford Swan Investment Counsel
California
$27.9M -$87.4K -253 -0.3%
WB
275
WesBanco Bank
West Virginia
$27.2M +$1.6M +4,620 +6%

BA Hedge Fund Activity: Q4 2018 in Review

2,059 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q4 2018, worth a combined $127B — down 14% from $147B a quarter earlier.

Buyers outnumbered sellers: 266 funds opened new BA positions and 118 closed out — a net gain of 148 holders — while 728 added to existing stakes and 827 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $766M. The largest seller was Cornerstone Wealth Management, cutting an estimated $622M.

  • 2,059 institutional investors held Boeing (BA) as of Q4 2018, up from 1,929 in Q3 2018.
  • Funds reported $127B of Boeing stock for Q4 2018, down 14% quarter-over-quarter.
  • 266 funds opened new Boeing positions in Q4 2018 and 118 closed out, a net change of +148 holders.
  • The largest Boeing buyer in Q4 2018 was T. Rowe Price Associates, an estimated $766M added.
  • The largest Boeing seller in Q4 2018 was Cornerstone Wealth Management, an estimated $622M sold.

Based on aggregated 13F filings for Q4 2018.