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2,062 hedge funds and large institutions have $147B invested in Boeing in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 849 increasing their positions, 845 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $139B → $147B (+$7.65B)

1% more funds holding in top 10

Funds holding in top 10: 169170 (+1)

0.48% more ownership

Funds ownership: 68.15%68.63% (+0.48%)

0% more repeat investments, than reductions

Existing positions increased: 849 | Existing positions reduced: 845

2% less funds holding

Funds holding: 2,1032,062 (-41)

21% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 130

24% less call options, than puts

Call options by funds: $5.39B | Put options by funds: $7.11B

Holders
2,062
Holders Change
-41
Holders Change %
-1.95%
% of All Funds
45.22%
Holding in Top 10
170
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.59%
% of All Funds
3.73%
New
103
Increased
849
Reduced
845
Closed
130
Calls
$5.39B
Puts
$7.11B
Net Calls
-$1.71B
Net Calls Change
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TU
276
TDAM USA
Ontario, Canada
$26.6M -$6.49M -18,167 -21%
MIFH
277
Migdal Insurance & Financial Holdings
Israel
$26.1M +$278K +777 +1%
CAN
278
Cetera Advisor Networks
California
$25.8M +$10.1M +28,311 +72%
Federated Hermes
279
Federated Hermes
Pennsylvania
$25.6M -$7.51M -21,015 -24%
CTC
280
Central Trust Company
Missouri
$25.1M -$174K -487 -0.7%
HIMCH
281
Hartford Investment Management Co (HIMCO)
Connecticut
$25M -$297K -832 -1%
SAM
282
Shell Asset Management
Netherlands
$24.6M -$435K -1,217 -2%
PIA
283
Piedmont Investment Advisors
North Carolina
$24.4M +$705K +1,972 +3%
BF
284
BOK Financial
Oklahoma
$24.2M -$643K -1,798 -3%
OCM
285
Osterweis Capital Management
California
$24.1M -$4.98M -13,924 -18%
Marshall Wace
286
Marshall Wace
United Kingdom
$23.5M +$18.4M +51,559 +501%
JG
287
Jefferies Group
New York
$23.4M +$14M +39,159 +176%
CCM
288
Covington Capital Management
California
$23.3M -$609K -1,705 -3%
ELC
289
Edgar Lomax Company
Virginia
$23.1M -$214K -600 -1%
NAM
290
Nissay Asset Management
Japan
$22.9M -$916K -2,563 -4%
ABC
291
Associated Banc-Corp
Wisconsin
$22.9M +$376K +1,053 +2%
ST
292
Sabal Trust
Florida
$22.7M +$323K +903 +2%
QAM
293
QCI Asset Management
New York
$22.7M +$2.44M +6,823 +13%
PC
294
PointState Capital
New York
$22.3M -$196M -548,405 -90%
BFS
295
Bradley Foster & Sargent
Connecticut
$22.2M +$17.7M +49,423 +548%
BPB
296
Badgley, Phelps & Bell
Washington
$22.1M -$249K -696 -1%
ACM
297
Azimuth Capital Management
Michigan
$22.1M -$49K -137 -0.2%
CIBC Asset Management
298
CIBC Asset Management
Ontario, Canada
$22.1M +$2.6M +7,282 +14%
MNBTD
299
Moody National Bank Trust Division
Texas
$22.1M +$11.4K +32 +0.1%
HP
300
Hikari Power
Japan
$22M

BA Hedge Fund Activity: Q3 2019 in Review

2,062 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q3 2019, worth a combined $147B — up 5.5% from $139B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of BA and 103 opened new positions — a net loss of 27 holders — while 845 trimmed existing stakes and 849 added.

The largest buyer was Capital World Investors, adding an estimated $2.49B. The largest seller was Fidelity Investments, cutting an estimated $885M.

  • 2,062 institutional investors held Boeing (BA) as of Q3 2019, down from 2,103 in Q2 2019.
  • Funds reported $147B of Boeing stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 103 funds opened new Boeing positions in Q3 2019 and 130 closed out, a net change of -27 holders.
  • The largest Boeing buyer in Q3 2019 was Capital World Investors, an estimated $2.49B added.
  • The largest Boeing seller in Q3 2019 was Fidelity Investments, an estimated $885M sold.

Based on aggregated 13F filings for Q3 2019.