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2,123 hedge funds and large institutions have $146B invested in Boeing in 2019 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 805 increasing their positions, 912 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 127

15% more capital invested

Capital invested by funds: $127B → $146B (+$19.4B)

3% more funds holding

Funds holding: 2,0592,123 (+64)

1.57% less ownership

Funds ownership: 69.67%68.1% (-1.6%)

2% less funds holding in top 10

Funds holding in top 10: 209205 (-4)

12% less repeat investments, than reductions

Existing positions increased: 805 | Existing positions reduced: 912

21% less call options, than puts

Call options by funds: $5.57B | Put options by funds: $7.07B

Holders
2,123
Holders Change
+64
Holders Change %
+3.11%
% of All Funds
45.95%
Holding in Top 10
205
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.91%
% of All Funds
4.44%
New
213
Increased
805
Reduced
912
Closed
127
Calls
$5.57B
Puts
$7.07B
Net Calls
-$1.5B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Change in
Stake
QI
501
Quilter Investors
United Kingdom
$9.42M -$2.24M -5,814 -19%
SWP
502
Stratos Wealth Partners
Ohio
$9.4M +$647K +1,681 +7%
AAM
503
Advisors Asset Management
Colorado
$9.38M -$1.73M -4,488 -15%
PAIM
504
Punch & Associates Investment Management
Minnesota
$9.36M +$161K +417 +2%
GMI
505
Greystone Managed Investments
Saskatchewan, Canada
$9.34M -$19.6K -51 -0.2%
TCM
506
Tradition Capital Management
New Jersey
$9.31M +$125K +324 +1%
WS
507
Wedbush Securities
California
$9.15M +$927K +2,408 +11%
WTB
508
Washington Trust Bank
Washington
$9.11M -$253K -656 -3%
TW
509
Transform Wealth
Colorado
$9.11M +$537K +1,394 +6%
OSIA
510
O'Shares Investment Advisers
Massachusetts
$9.11M +$249K +646 +3%
EFS
511
Essex Financial Services
Connecticut
$9.08M -$410K -1,066 -4%
ACP
512
Ashfield Capital Partners
California
$9.07M +$1.76M +4,565 +24%
CB
513
Chemical Bank
Michigan
$9M +$434K +1,128 +5%
WC
514
Whitney & Co
New York
$8.97M -$137K -357 -1%
QIM
515
Quest Investment Management
Oregon
$8.96M -$7.36M -19,112 -45%
AIA
516
Affinity Investment Advisors
California
$8.91M -$3.08M -7,997 -26%
MPM
517
Meritage Portfolio Management
Kansas
$8.91M +$4.91M +12,768 +121%
TTWM
518
TCV Trust & Wealth Management
Virginia
$8.86M +$7.89M +20,485 +745%
OI
519
Oakbrook Investments
Illinois
$8.8M -$866K -2,250 -9%
OAM
520
Oxford Asset Management
United Kingdom
$8.79M -$3.94M -10,226 -31%
Lazard Asset Management
521
Lazard Asset Management
New York
$8.77M -$33.9M -87,952 -79%
KRS
522
Kentucky Retirement Systems
Kentucky
$8.76M -$385 -1 -0%
CG
523
Cutler Group
California
$8.76M +$8.24M +21,399 +1,376%
VWM
524
Venturi Wealth Management
Texas
$8.75M +$1.02M +2,661 +14%
HRC
525
Hoertkorn Richard Charles
$8.74M +$1.27M +3,304 +17%

BA Hedge Fund Activity: Q1 2019 in Review

2,123 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2019, worth a combined $146B — up 15% from $127B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new BA positions and 127 closed out — a net gain of 86 holders — while 805 added to existing stakes and 912 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $923M. The largest seller was Newport Trust Company, cutting an estimated $1.2B.

  • 2,123 institutional investors held Boeing (BA) as of Q1 2019, up from 2,059 in Q4 2018.
  • Funds reported $146B of Boeing stock for Q1 2019, up 15% quarter-over-quarter.
  • 213 funds opened new Boeing positions in Q1 2019 and 127 closed out, a net change of +86 holders.
  • The largest Boeing buyer in Q1 2019 was Susquehanna International Group, an estimated $923M added.
  • The largest Boeing seller in Q1 2019 was Newport Trust Company, an estimated $1.2B sold.

Based on aggregated 13F filings for Q1 2019.