We are live on ! Find out more

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
FFA
351
First Foundation Advisors
California
$16.6M -$858K -2,483 -5%
PAG
352
Private Advisor Group
New Jersey
$16.5M -$1.53M -4,442 -8%
Daiwa Securities Group
353
Daiwa Securities Group
Japan
$16.4M +$111K +320 +0.6%
PWP
354
Private Wealth Partners
California
$16.3M +$104K +302 +0.6%
Natixis Advisors
355
Natixis Advisors
Massachusetts
$16.2M -$1.51M -4,360 -8%
CIBC Asset Management
356
CIBC Asset Management
Ontario, Canada
$16.2M +$71.2K +206 +0.4%
GGI
357
Godsey & Gibb Inc
Virginia
$16.2M -$412K -1,194 -2%
PAM
358
Premier Asset Management
Illinois
$16.1M -$401K -1,162 -2%
CAN
359
Cetera Advisor Networks
California
$16M +$2.67M +7,743 +18%
CFG
360
Citizens Financial Group
Rhode Island
$16M +$2.69M +7,800 +19%
WG
361
Winton Group
United Kingdom
$15.9M -$2M -5,775 -10%
DWA
362
Douglass Winthrop Advisors
New York
$15.9M -$1.24M -3,597 -7%
ATC
363
Argent Trust Co
Tennessee
$15.9M +$764K +2,211 +5%
NIPH
364
NN Investment Partners Holdings
Netherlands
$15.7M -$1.69M -4,905 -9%
SFA
365
Spectrum Financial Alliance
Kentucky
$15.7M -$17.3K -50 -0.1%
ACM
366
Argent Capital Management
Missouri
$15.6M +$1.12M +3,241 +7%
BSA
367
Braun Stacey Associates
New York
$15.3M -$1.3M -3,762 -7%
JAFL
368
Jay A. Fishman Ltd
Michigan
$15.3M +$632K +1,830 +4%
MHC
369
Meyer Handelman Company
New York
$15.3M -$748K -2,164 -4%
GAM
370
Gotham Asset Management
New York
$15M -$41.8M -121,099 -72%
KBC Group
371
KBC Group
Belgium
$14.9M -$1.47M -4,258 -8%
JC
372
Jacobs & Co
California
$14.8M -$231K -670 -1%
GIBU
373
Gulf International Bank (UK)
United Kingdom
$14.8M -$133K -385 -0.8%
NMERB
374
New Mexico Educational Retirement Board
New Mexico
$14.7M -$1.14M -3,300 -7%
RIL
375
Rothschild Investment LLC
Illinois
$14.7M +$67.4K +195 +0.4%

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.