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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
CCM
451
Coldstream Capital Management
Washington
$10.1M -$306K -887 -3%
BC
452
Burney Company
Virginia
$10M +$155K +448 +1%
SFS
453
Sowell Financial Services
Arkansas
$10M +$1.09M +3,161 +11%
OAM
454
Oppenheimer Asset Management
New York
$9.95M +$1.24M +3,600 +13%
GWI
455
Grace & White Inc
New York
$9.92M
MJRIC
456
Mogy Joel R Investment Counsel
California
$9.91M +$292K +846 +3%
Capital Fund Management (CFM)
457
Capital Fund Management (CFM)
France
$9.85M -$108M -313,624 -91%
QI
458
Quilter Investors
United Kingdom
$9.84M +$10.5M +30,502 New
GIA
459
Granite Investment Advisors
New Hampshire
$9.81M -$42.8K -124 -0.4%
GAM
460
Griffin Asset Management
New York
$9.81M -$223K -645 -2%
CCWA
461
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.78M -$9.67K -28 -0.1%
CCMD
462
Cypress Capital Management (Delaware)
Delaware
$9.78M -$53.5K -155 -0.5%
KPCM
463
Kings Point Capital Management
New York
$9.72M +$91.2K +264 +0.9%
Marshall Wace
464
Marshall Wace
United Kingdom
$9.7M +$10M +29,069 +2,887%
DCM
465
Decatur Capital Management
Georgia
$9.68M +$1.96M +5,675 +23%
MA
466
Montag & Associates
Georgia
$9.64M +$442K +1,279 +4%
WC
467
Whitney & Co
New York
$9.57M +$25.6K +74 +0.3%
BBHC
468
Brown Brothers Harriman & Co
New York
$9.53M -$80.1K -232 -0.8%
LG
469
LaFleur & Godfrey
Michigan
$9.47M -$684K -1,979 -6%
AIC
470
Ameritas Investment Company
Nebraska
$9.4M +$10.1M +29,141 New
AAM
471
Advisors Asset Management
Colorado
$9.38M -$2.97M -8,603 -23%
GC
472
Grimes & Company
Massachusetts
$9.36M -$131K -379 -1%
RAM
473
Roanoke Asset Management
New Jersey
$9.3M -$96.7K -280 -1%
COPPSERS
474
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.29M -$5.19M -15,033 -34%
CS
475
Candriam SCA
Luxembourg
$9.29M -$348K -1,006 -3%

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.