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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
QI
401
QS Investors
New York
$13M -$11.9M -33,403 -49%
Wolverine Trading
402
Wolverine Trading
Illinois
$13M +$6.31M +17,661 +109%
B
403
BP
United Kingdom
$12.9M -$2.14M -6,000 -15%
WMSA
404
Weiss Multi-Strategy Advisers
New York
$12.9M +$12.1M +33,888 New
SIA
405
Sit Investment Associates
Minnesota
$12.9M -$1.98M -5,540 -14%
LKIM
406
Lawson Kroeker Investment Management
Nebraska
$12.8M -$1.25M -3,485 -9%
BFA
407
Beaumont Financial Advisors
Massachusetts
$12.8M +$915K +2,561 +8%
BBHC
408
Brown Brothers Harriman & Co
New York
$12.7M +$883K +2,471 +8%
MCM
409
Murphy Capital Management
New Jersey
$12.7M -$232K -650 -2%
HCM
410
Hodges Capital Management
Texas
$12.6M +$729K +2,039 +7%
PR
411
Payden & Rygel
California
$12.6M
11A
412
10-15 Associates
New York
$12.5M -$70.4K -197 -0.6%
SPC
413
Sigma Planning Corp
Michigan
$12.3M +$599K +1,676 +5%
KPCM
414
Kings Point Capital Management
New York
$12.3M +$509K +1,425 +5%
III
415
Independent Investors Inc
New York
$12.2M +$47.2K +132 +0.4%
Truist Financial
416
Truist Financial
North Carolina
$12.1M -$771K -2,158 -6%
SIM
417
Sentry Investment Management
Wisconsin
$12M -$3.57M -10,001 -24%
WCM
418
Windward Capital Management
California
$12M -$3.93K -11 -0%
USAA
419
United Services Automobile Association
Texas
$11.9M -$129M -360,201 -92%
SC
420
SouthState Corp
Florida
$11.9M -$1.17M -3,282 -10%
CCM
421
Coldstream Capital Management
Washington
$11.8M +$125K +351 +1%
MA
422
Montag & Associates
Georgia
$11.8M +$2.98M +8,341 +37%
ACP
423
Aviance Capital Partners
Florida
$11.8M -$36.5K -102 -0.3%
LG
424
LaFleur & Godfrey
Michigan
$11.7M +$613K +1,714 +6%
GWI
425
Grace & White Inc
New York
$11.7M

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.