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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
FNT
476
First National Trust
Pennsylvania
$9.28M +$77.7K +225 +0.8%
1IA
477
1834 Investment Advisors
Wisconsin
$9.21M +$195K +565 +2%
HVIA
478
Hudson Valley Investment Advisors
New York
$9.16M +$826K +2,391 +9%
Wealthfront Advisers
479
Wealthfront Advisers
California
$9.15M +$9.8M +28,360 New
NIM
480
Needham Investment Management
New York
$9.03M -$864K -2,500 -8%
KC
481
Knuff & Co
California
$9.03M +$9.67M +28,000 New
LSERS
482
Louisiana State Employees Retirement System
Louisiana
$8.93M -$1.24M -3,600 -12%
OSAM
483
O'Shaughnessy Asset Management
Connecticut
$8.91M -$2.32M -6,708 -20%
IR
484
IAT Reinsurance
New York
$8.84M
SPC
485
Sigma Planning Corp
Michigan
$8.83M +$236K +683 +3%
CAPTRUST Financial Advisors
486
CAPTRUST Financial Advisors
North Carolina
$8.77M -$66.3K -192 -0.7%
CIA
487
Capital Investment Advisors
Georgia
$8.77M -$234K -676 -2%
ZIM
488
Zacks Investment Management
Illinois
$8.76M -$588K -1,702 -6%
FCI
489
Financial Counselors Inc
Kansas
$8.76M -$45.3K -131 -0.5%
VIP
490
Vantage Investment Partners
Missouri
$8.64M -$170K -492 -2%
GJCM
491
Grand Jean Capital Management
California
$8.59M +$9.2M +26,640 New
CCM
492
Crossvault Capital Management
Texas
$8.58M -$39.7K -115 -0.4%
CTA
493
Carillon Tower Advisers
Florida
$8.58M +$9.19M +26,600 New
RWG
494
Regal Wealth Group
California
$8.5M -$484K -1,400 -5%
IAA
495
Independent Advisor Alliance
North Carolina
$8.47M +$954K +2,761 +12%
DWA
496
Dorsey Wright & Associates
California
$8.43M -$226K -655 -2%
TYCC
497
Texas Yale Capital Corp
Florida
$8.32M +$24.2K +70 +0.3%
NL
498
NWAM LLC
Washington
$8.3M -$228K -659 -2%
Skandinaviska Enskilda Banken (SEB)
499
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.26M -$1.05M -3,040 -11%
PCM
500
Princeton Capital Management
New Jersey
$8.23M -$1.8M -5,219 -17%

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.