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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
HIMC
276
Heritage Investors Management Corp
Maryland
$27.1M -$60.5K -175 -0.2%
RG
277
Renaissance Group
Kentucky
$27M -$1.95M -5,646 -6%
Victory Capital Management
278
Victory Capital Management
Texas
$27M +$12.7M +36,673 +78%
ST
279
Sabal Trust
Florida
$26.9M -$1.14M -3,286 -4%
GI
280
GAMCO Investors
Connecticut
$26.8M -$17.3K -50 -0.1%
SOADOR
281
State of Alaska Department of Revenue
Alaska
$26.8M -$159K -459 -0.5%
PIA
282
Piedmont Investment Advisors
North Carolina
$26.5M -$1.18M -3,423 -4%
ECM
283
Element Capital Management
New York
$26.4M +$3.66M +10,590 +15%
Caisse de Depot et Placement du Quebec (CDPQ)
284
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$26.4M -$33.5M -96,895 -54%
MSV
285
MN Services Vermogensbeheer
Netherlands
$26.3M +$1.52M +4,400 +5%
BIM
286
Bridges Investment Management
Nebraska
$26.2M +$2.39M +6,920 +9%
OCM
287
Osterweis Capital Management
California
$26.1M -$3.79M -10,975 -12%
SC
288
Scotia Capital
Ontario, Canada
$26M -$5.09M -14,721 -15%
CCM
289
Cullen Capital Management
New York
$26M
NMIMC
290
Northwestern Mutual Investment Management Company
Wisconsin
$25.7M -$4.72M -13,664 -15%
AB
291
Amalgamated Bank
New York
$25.5M -$1.01M -2,929 -4%
ZDA
292
Zweig-DiMenna Associates
New York
$25.4M +$27.2M +78,817 New
ACM
293
Azimuth Capital Management
Michigan
$25.3M +$790K +2,286 +3%
CG
294
Colony Group
Massachusetts
$25M -$269K -778 -1%
AIA
295
Avalon Investment & Advisory
Texas
$24.8M +$10.9M +31,682 +70%
Federated Hermes
296
Federated Hermes
Pennsylvania
$24.8M +$6.62M +19,166 +33%
UFG
297
United Fire Group
Iowa
$24.2M
CEP
298
Chicago Equity Partners
Illinois
$24.2M -$8.59M -24,875 -25%
OC
299
Oppenheimer & Co
New York
$24.2M +$841K +2,434 +3%
PA
300
Pinnacle Associates
New York
$24.1M +$3.38M +9,787 +15%

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.