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2,123 hedge funds and large institutions have $146B invested in Boeing in 2019 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 805 increasing their positions, 912 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 127

15% more capital invested

Capital invested by funds: $127B → $146B (+$19.4B)

3% more funds holding

Funds holding: 2,0592,123 (+64)

1.57% less ownership

Funds ownership: 69.67%68.1% (-1.6%)

2% less funds holding in top 10

Funds holding in top 10: 209205 (-4)

12% less repeat investments, than reductions

Existing positions increased: 805 | Existing positions reduced: 912

21% less call options, than puts

Call options by funds: $5.57B | Put options by funds: $7.07B

Holders
2,123
Holders Change
+64
Holders Change %
+3.11%
% of All Funds
45.95%
Holding in Top 10
205
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.91%
% of All Funds
4.44%
New
213
Increased
805
Reduced
912
Closed
127
Calls
$5.57B
Puts
$7.07B
Net Calls
-$1.5B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
401
Rothschild Investment LLC
Illinois
$15M -$2.31M -6,010 -13%
FFSOTS
402
Fiduciary Financial Services of The Southwest
Texas
$15M -$293K -760 -2%
NIPH
403
NN Investment Partners Holdings
Netherlands
$15M -$3.64M -9,462 -19%
AW
404
ACG Wealth
Georgia
$15M -$1.55M -4,025 -9%
AIM
405
Axiom Investment Management
New York
$14.9M -$846K -2,199 -5%
AC
406
Allstate Corporation
Illinois
$14.9M -$90.1K -234 -0.6%
BCM
407
Bridgeway Capital Management
Texas
$14.8M -$7.89M -20,500 -35%
Connor, Clark & Lunn Investment Management (CC&L)
408
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$14.6M -$1.69M -4,400 -10%
SI
409
Stephens Inc
Arkansas
$14.4M +$1.07M +2,790 +8%
Marshall Wace
410
Marshall Wace
United Kingdom
$14.4M +$2.92M +7,586 +25%
LKIM
411
Lawson Kroeker Investment Management
Nebraska
$14.2M -$323K -840 -2%
FMLI
412
Fukoku Mutual Life Insurance
Japan
$14.2M -$38.5K -100 -0.3%
WAM
413
World Asset Management
Michigan
$14M +$1.16M +3,013 +9%
WIA
414
Wealthstreet Investment Advisors
Texas
$14M +$157K +409 +1%
LSV Asset Management
415
LSV Asset Management
Illinois
$14M
TCM
416
Thames Capital Management
New Jersey
$13.9M
MA
417
MUFG Americas
New York
$13.9M +$603K +1,567 +4%
BFIM
418
Beese Fulmer Investment Management
Ohio
$13.9M -$168K -436 -1%
SC
419
SouthState Corp
Florida
$13.7M -$2.1M -5,451 -13%
FLII
420
First Long Island Investors
New York
$13.7M +$1.68M +4,369 +14%
II
421
IFM Investors
Australia
$13.4M +$1.29M +3,345 +10%
MCM
422
Murphy Capital Management
New Jersey
$13.4M -$1.58M -4,094 -10%
OAM
423
Oppenheimer Asset Management
New York
$13.3M +$1.54M +4,008 +13%
Mercer Global Advisors
424
Mercer Global Advisors
Colorado
$13.2M +$13.3M +34,665 New
PL
425
Plancorp LLC
Missouri
$13.1M +$13.5K +35 +0.1%

BA Hedge Fund Activity: Q1 2019 in Review

2,123 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2019, worth a combined $146B — up 15% from $127B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new BA positions and 127 closed out — a net gain of 86 holders — while 805 added to existing stakes and 912 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $923M. The largest seller was Newport Trust Company, cutting an estimated $1.2B.

  • 2,123 institutional investors held Boeing (BA) as of Q1 2019, up from 2,059 in Q4 2018.
  • Funds reported $146B of Boeing stock for Q1 2019, up 15% quarter-over-quarter.
  • 213 funds opened new Boeing positions in Q1 2019 and 127 closed out, a net change of +86 holders.
  • The largest Boeing buyer in Q1 2019 was Susquehanna International Group, an estimated $923M added.
  • The largest Boeing seller in Q1 2019 was Newport Trust Company, an estimated $1.2B sold.

Based on aggregated 13F filings for Q1 2019.