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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
CNAM
401
Campbell Newman Asset Management
Wisconsin
$12.9M +$12.6M +36,441 +1,040%
AC
402
Allstate Corporation
Illinois
$12.7M +$13.3M +38,590 +5,553%
MCM
403
Murphy Capital Management
New Jersey
$12.7M -$435K -1,258 -3%
Brown Advisory
404
Brown Advisory
Maryland
$12.6M -$137K -397 -1%
KIA
405
KCM Investment Advisors
California
$12.6M +$1.15M +3,328 +9%
SCM
406
Sterling Capital Management
North Carolina
$12.6M -$179K -517 -1%
PP
407
Paloma Partners
Connecticut
$12.4M -$37.6M -108,850 -74%
BPC
408
Banque Pictet & Cie
Switzerland
$12.4M +$1.2M +3,476 +10%
LKIM
409
Lawson Kroeker Investment Management
Nebraska
$12.3M -$123K -355 -0.9%
ACP
410
Aviance Capital Partners
Florida
$12.3M -$23.8K -69 -0.2%
SAM
411
Scopus Asset Management
New York
$12.3M -$34.7M -100,425 -73%
FMLI
412
Fukoku Mutual Life Insurance
Japan
$12M
SPIA
413
Steward Partners Investment Advisory
New York
$12M +$1.74M +5,035 +16%
BFIM
414
Beese Fulmer Investment Management
Ohio
$11.9M +$107K +310 +0.9%
LSV Asset Management
415
LSV Asset Management
Illinois
$11.8M -$19.9M -57,470 -61%
TCM
416
Thames Capital Management
New Jersey
$11.8M
CCM
417
Consolidated Capital Management
California
$11.4M +$3.87M +11,212 +46%
SIM
418
Sentry Investment Management
Wisconsin
$11.4M -$314K -908 -3%
HT
419
HAP Trading
New York
$11.4M +$1.58M +4,586 +15%
SI
420
Stephens Inc
Arkansas
$11.3M +$218K +630 +2%
RIM
421
Redpoint Investment Management
Australia
$11.3M -$821K -2,377 -6%
IC
422
InterOcean Capital
Illinois
$11.3M +$6.46M +18,712 +115%
MA
423
MUFG Americas
New York
$11.3M +$2.85M +8,253 +31%
SF
424
Synovus Financial
Georgia
$11.2M +$2.8M +8,114 +30%
BBI
425
Baxter Bros Inc
Connecticut
$11.2M +$2.95M +8,527 +33%

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.