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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
TW
526
Transform Wealth
Colorado
$7.25M +$36.3K +105 +0.5%
CB
527
Chemical Bank
Michigan
$7.24M +$190K +551 +3%
AMI
528
Amica Mutual Insurance
Rhode Island
$7.19M
RJT
529
Raymond James Trust
Florida
$7.15M +$219K +633 +3%
ECM
530
EagleClaw Capital Management
Massachusetts
$7.13M +$61.1K +177 +0.8%
MWM
531
Meridian Wealth Management
Kentucky
$7.1M -$4.17M -12,078 -35%
H
532
HoyleCohen
California
$7.07M -$16.2K -47 -0.2%
MC
533
Moors & Cabot
Massachusetts
$7.05M +$31.4K +91 +0.4%
FHA
534
First Horizon Advisors
Tennessee
$7.03M -$33.5K -97 -0.4%
CM
535
Columbus Macro
Pennsylvania
$7.03M -$198K -574 -3%
DBT
536
Dubuque Bank & Trust
Iowa
$7M +$119K +345 +2%
B
537
Brightworth
Georgia
$7M -$335K -971 -4%
WS
538
Wedbush Securities
California
$6.96M +$932K +2,697 +14%
WAM
539
Wolverine Asset Management
Illinois
$6.94M +$6.39M +18,484 +611%
APSI
540
Asset Planning Services Inc
Louisiana
$6.91M +$21.8K +63 +0.3%
Walleye Trading
541
Walleye Trading
New York
$6.87M +$5.86M +16,956 +391%
CBT
542
Central Bank & Trust
Kentucky
$6.87M -$89.1K -258 -1%
V
543
Veritable
Delaware
$6.78M -$148K -428 -2%
UMA
544
USA Mutuals Advisors
Texas
$6.77M +$345K +1,000 +5%
FHB
545
First Hawaiian Bank
Hawaii
$6.75M +$338K +977 +5%
IA
546
IFP Advisors
Florida
$6.74M -$1.79M -5,187 -20%
TIM
547
Thompson Investment Management
Wisconsin
$6.72M -$3.46K -10 -0%
Balyasny Asset Management
548
Balyasny Asset Management
Illinois
$6.71M +$5.53M +16,018 +334%
CIC
549
Crawford Investment Counsel
Georgia
$6.65M +$51.5K +149 +0.7%
SSG
550
Summit Securities Group
New York
$6.61M +$1.66M +4,800 +31%

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.