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
WC
376
Wexford Capital
Florida
$14.4M +$15.4M +44,714 New
TAM
377
Tiverton Asset Management
Delaware
$14.4M -$725K -2,100 -4%
RFC
378
Regions Financial Corp
Alabama
$14.4M -$890K -2,577 -5%
CIC
379
Carnegie Investment Counsel
Ohio
$14.3M -$584K -1,691 -4%
EWG
380
Executive Wealth Group
Washington
$14.2M +$500K +1,448 +3%
BAPIM
381
British Airways Pensions Investment Management
United Kingdom
$14.2M +$2.36M +6,835 +18%
FNBT
382
FineMark National Bank & Trust
Florida
$14.2M +$265K +766 +2%
NPF
383
Norris Perne & French
Michigan
$14.1M +$81.5K +236 +0.5%
AW
384
ACG Wealth
Georgia
$14M -$1.99M -5,752 -12%
Hudson Bay Capital Management
385
Hudson Bay Capital Management
Connecticut
$13.9M -$1.61M -4,651 -10%
SIA
386
Sit Investment Associates
Minnesota
$13.8M -$3.03M -8,765 -17%
CBOA
387
Commonwealth Bank of Australia
Australia
$13.8M +$516K +1,494 +4%
ISL
388
Ingalls & Snyder LLC
New York
$13.8M -$3.11M -9,015 -17%
Connor, Clark & Lunn Investment Management (CC&L)
389
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.8M +$1.87M +5,411 +14%
QIM
390
Quest Investment Management
Oregon
$13.7M +$1.03M +2,977 +8%
NRS
391
Neville Rodie & Shaw
New York
$13.6M -$386K -1,116 -3%
GW
392
GW & Wade
Massachusetts
$13.4M +$293K +847 +2%
SC
393
SouthState Corp
Florida
$13.4M +$654K +1,894 +5%
AIM
394
Axiom Investment Management
New York
$13.3M +$14.3M +41,316 New
BNP Paribas Asset Management
395
BNP Paribas Asset Management
France
$13.3M -$40M -115,853 -73%
Mariner
396
Mariner
Kansas
$13.3M +$2.65M +7,685 +23%
WIA
397
Wealthstreet Investment Advisors
Texas
$13.2M +$447K +1,294 +4%
CCM
398
Cobalt Capital Management
New Jersey
$13M -$2.68M -7,765 -16%
FFSOTS
399
Fiduciary Financial Services of The Southwest
Texas
$12.9M -$236K -684 -2%
IM
400
Islet Management
New York
$12.9M +$13.8M +40,000 New

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.