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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
II
301
IFM Investors
Australia
$22M +$7.05M +19,730 +52%
Pacer Advisors
302
Pacer Advisors
Pennsylvania
$21.9M +$2.5M +7,004 +14%
PGFC
303
Peapack-Gladstone Financial Corp
New Jersey
$21.8M +$1.83M +5,125 +10%
ANI
304
American National Insurance
Texas
$21.8M
HCMT
305
Highland Capital Management (Tennessee)
Tennessee
$21.8M +$1.09M +3,051 +6%
EWG
306
Executive Wealth Group
Washington
$21.7M -$2.79M -7,818 -12%
Daiwa Securities Group
307
Daiwa Securities Group
Japan
$21.5M +$1.67M +4,678 +9%
MCM
308
MAI Capital Management
Ohio
$21.5M -$724K -2,026 -3%
JLBC
309
J.L. Bainbridge & Co
Florida
$21.3M -$71.5K -200 -0.4%
SAM
310
Securian Asset Management
Minnesota
$21.3M +$265K +740 +1%
CA
311
CapWealth Advisors
Tennessee
$21.3M +$217K +608 +1%
Teacher Retirement System of Texas
312
Teacher Retirement System of Texas
Texas
$21.2M -$2.34M -6,537 -10%
WTC
313
WhitTier Trust Company
Nevada
$21M -$676K -1,891 -3%
SFA
314
Spectrum Financial Alliance
Kentucky
$20.7M +$1.6M +4,474 +9%
SW
315
SVB Wealth
Massachusetts
$20.5M +$780K +2,181 +4%
TAM
316
Taurus Asset Management
New York
$20.5M +$697K +1,950 +4%
FDCC
317
Foster Dykema Cabot & Co
Massachusetts
$20.5M -$75.8K -212 -0.4%
DILIC
318
Dai-ichi Life Insurance Company
Japan
$20.4M -$1.89M -5,279 -9%
GIM
319
Grassi Investment Management
California
$20.4M -$329K -919 -2%
SBH
320
Segall Bryant & Hamill
Illinois
$20.2M +$1.25M +3,501 +7%
LSAG
321
Lake Street Advisors Group
New Hampshire
$20.2M +$19.7K +55 +0.1%
RPI
322
Railway Pension Investments
United Kingdom
$20.2M -$1.4M -3,922 -7%
LCM
323
LVM Capital Management
Michigan
$20.1M +$62.2K +174 +0.3%
OPERF
324
Oregon Public Employees Retirement Fund
Oregon
$20.1M -$1.09M -3,037 -5%
TAM
325
Tiverton Asset Management
Delaware
$20M -$183K -513 -1%

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.