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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
AllianceBernstein
26
AllianceBernstein
Tennessee
$705M +$76.7M +221,924 +11%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$705M +$32.5M +93,938 +4%
Legal & General Group
28
Legal & General Group
United Kingdom
$680M -$80.1K -232 -0%
UBS AM
29
UBS AM
Illinois
$657M +$17.1M +49,625 +2%
AQR Capital Management
30
AQR Capital Management
Connecticut
$649M -$156M -452,051 -18%
Deutsche Bank
31
Deutsche Bank
Germany
$645M -$583M -1,686,151 -46%
Boston Partners
32
Boston Partners
Massachusetts
$629M +$42.8M +123,895 +7%
Franklin Resources
33
Franklin Resources
California
$576M +$21.5M +62,266 +4%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$576M -$30.1M -87,135 -5%
Swiss National Bank
35
Swiss National Bank
Switzerland
$572M +$2.56M +7,400 +0.4%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$541M -$84.7M -245,044 -13%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$515M -$7.31M -21,153 -1%
PPA
38
Parametric Portfolio Associates
Washington
$469M -$22.8M -66,090 -4%
Allianz Asset Management
39
Allianz Asset Management
Germany
$439M +$22M +63,676 +5%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$429M -$39.8M -115,160 -8%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$424M -$63.5M -183,856 -12%
EVM
42
Eaton Vance Management
Massachusetts
$405M -$618K -1,790 -0.1%
Winslow Capital Management
43
Winslow Capital Management
Minnesota
$399M +$6.77M +19,603 +2%
TA
44
Teachers Advisors
New York
$392M -$13M -37,707 -3%
Primecap Management
45
Primecap Management
California
$386M
TD Asset Management
46
TD Asset Management
Ontario, Canada
$367M -$4.3M -12,434 -1%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$363M +$5M +14,472 +1%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$362M -$25.8M -74,793 -6%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$354M -$11.6M -33,696 -3%
Principal Financial Group
50
Principal Financial Group
Iowa
$352M -$728K -2,108 -0.2%

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.