We are live on ! Find out more

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
NIPH
476
NN Investment Partners Holdings
Netherlands
$9.44M -$3.6M -10,083 -29%
GIA
477
Granite Investment Advisors
New Hampshire
$9.38M -$1.6M -4,473 -15%
MCM
478
Maple Capital Management
Vermont
$9.34M +$491K +1,374 +6%
OSIA
479
O'Shares Investment Advisers
Massachusetts
$9.31M -$320K -895 -4%
Walleye Trading
480
Walleye Trading
New York
$9.25M +$8.69M +24,303 New
PAIM
481
Punch & Associates Investment Management
Minnesota
$9.19M -$203K -567 -2%
TTWM
482
TCV Trust & Wealth Management
Virginia
$9.19M +$255K +714 +3%
UAM
483
UAS Asset Management
New York
$9.17M +$5.85M +16,359 +211%
MPM
484
Meritage Portfolio Management
Kansas
$9.14M +$180K +503 +2%
IAA
485
Independent Advisor Alliance
North Carolina
$9.13M -$1.79M -5,016 -17%
HRC
486
Hoertkorn Richard Charles
$9.13M +$39.3K +110 +0.5%
Rafferty Asset Management
487
Rafferty Asset Management
New York
$9.12M +$22.9K +64 +0.3%
HA
488
Halsey Associates
Connecticut
$9.1M +$878K +2,457 +11%
VWM
489
Venturi Wealth Management
Texas
$9.06M +$349K +976 +4%
HIC
490
Hartline Investment Corp
Illinois
$9.06M +$1.31M +3,676 +18%
AAS
491
Avantax Advisory Services
Texas
$9.04M +$411K +1,150 +5%
Skandinaviska Enskilda Banken (SEB)
492
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.03M -$330K -922 -4%
IC
493
Inverness Counsel
New York
$8.9M +$8.36M +23,389 New
BC
494
Burney Company
Virginia
$8.81M -$467K -1,307 -5%
GMI
495
Greystone Managed Investments
Saskatchewan, Canada
$8.8M -$243K -680 -3%
RIM
496
Redpoint Investment Management
Australia
$8.78M -$3.72M -10,418 -31%
DY
497
Dowling & Yahnke
California
$8.78M -$5.72K -16 -0.1%
CFSG
498
Community Financial Services Group
Vermont
$8.72M +$329K +920 +4%
CI
499
Capital International
California
$8.65M +$3.89M +10,887 +92%
CCG
500
Chatham Capital Group
Georgia
$8.6M -$37.2K -104 -0.5%

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.