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1,889 hedge funds and large institutions have $134B invested in Boeing in 2018 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 572 increasing their positions, 945 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 97

9% more capital invested

Capital invested by funds: $123B → $134B (+$10.6B)

2% more funds holding in top 10

Funds holding in top 10: 186190 (+4)

2% more funds holding

Funds holding: 1,8501,889 (+39)

0.61% less ownership

Funds ownership: 70.24%69.63% (-0.61%)

39% less repeat investments, than reductions

Existing positions increased: 572 | Existing positions reduced: 945

47% less call options, than puts

Call options by funds: $2.39B | Put options by funds: $4.47B

Holders
1,889
Holders Change
+39
Holders Change %
+2.11%
% of All Funds
43.29%
Holding in Top 10
190
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.15%
% of All Funds
4.35%
New
156
Increased
572
Reduced
945
Closed
97
Calls
$2.39B
Puts
$4.47B
Net Calls
-$2.08B
Net Calls Change
+$163M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
526
EagleClaw Capital Management
Massachusetts
$7.51M -$148K -437 -2%
B
527
Brightworth
Georgia
$7.51M -$487K -1,441 -6%
RAM
528
Riggs Asset Management
Pennsylvania
$7.45M -$3.93M -11,625 -34%
FHA
529
First Horizon Advisors
Tennessee
$7.4M -$1.79M -5,284 -19%
DBT
530
Dubuque Bank & Trust
Iowa
$7.39M -$1.21M -3,587 -14%
BOC
531
Barbara Oil Co
Illinois
$7.38M
NGA
532
Naples Global Advisors
Florida
$7.36M -$389K -1,152 -5%
H
533
HoyleCohen
California
$7.3M -$171K -505 -2%
MAM
534
Morse Asset Management
Connecticut
$7.29M -$72.6K -215 -1%
SCA
535
Secor Capital Advisors
New York
$7.29M +$7.51M +22,221 New
Mariner
536
Mariner
Kansas
$7.28M -$326K -966 -4%
LMGAM
537
Liberty Mutual Group Asset Management
Massachusetts
$7.26M
V
538
Veritable
Delaware
$7.24M +$657K +1,945 +10%
Envestnet Asset Management
539
Envestnet Asset Management
Illinois
$7.23M -$12.4M -36,574 -62%
SCM
540
SKBA Capital Management
California
$7.21M -$4.85M -14,350 -39%
SM
541
Seminole Management
New York
$7.21M +$7.43M +22,000 New
SIM
542
Spark Investment Management
New York
$7.18M +$1.52M +4,500 +26%
SAM
543
Stansberry Asset Management
Texas
$7.12M -$3.77M -11,174 -34%
CFG
544
Cambridge Financial Group
Ohio
$7.1M -$727K -2,151 -9%
RCYC
545
Richard C. Young & Co
Rhode Island
$7.1M -$6.52M -19,303 -47%
AWP
546
Ascent Wealth Partners
New York
$7.06M -$6.42K -19 -0.1%
APFBOT
547
Amica Pension Fund Board of Trustees
Rhode Island
$7.01M -$1.52M -4,487 -17%
APSI
548
Asset Planning Services Inc
Louisiana
$6.99M -$32.1K -95 -0.4%
FNBOMD
549
First National Bank of Mount Dora
Florida
$6.97M +$305K +903 +4%
Pacer Advisors
550
Pacer Advisors
Pennsylvania
$6.94M +$375K +1,109 +6%

BA Hedge Fund Activity: Q1 2018 in Review

1,889 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2018, worth a combined $134B — up 8.6% from $123B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new BA positions and 97 closed out — a net gain of 59 holders — while 572 added to existing stakes and 945 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.01B. The largest seller was Capital World Investors, cutting an estimated $2.79B.

  • 1,889 institutional investors held Boeing (BA) as of Q1 2018, up from 1,850 in Q4 2017.
  • Funds reported $134B of Boeing stock for Q1 2018, up 8.6% quarter-over-quarter.
  • 156 funds opened new Boeing positions in Q1 2018 and 97 closed out, a net change of +59 holders.
  • The largest Boeing buyer in Q1 2018 was T. Rowe Price Associates, an estimated $1.01B added.
  • The largest Boeing seller in Q1 2018 was Capital World Investors, an estimated $2.79B sold.

Based on aggregated 13F filings for Q1 2018.