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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
BA
526
Bridgewater Associates
Connecticut
$8.72M +$8.8M +22,860 New
RAM
527
Riggs Asset Management
Pennsylvania
$8.71M +$124K +321 +1%
HA
528
Halsey Associates
Connecticut
$8.69M +$2.9M +7,546 +50%
IR
529
IAT Reinsurance
New York
$8.68M -$1.79M -4,650 -17%
BOC
530
Barbara Oil Co
Illinois
$8.58M
MA
531
Montag & Associates
Georgia
$8.57M -$2.85M -7,398 -25%
NCM
532
Narwhal Capital Management
Georgia
$8.57M +$1.5M +3,896 +21%
HVIA
533
Hudson Valley Investment Advisors
New York
$8.52M -$2.34M -6,087 -21%
MC
534
Moors & Cabot
Massachusetts
$8.5M +$142K +369 +2%
DBT
535
Dubuque Bank & Trust
Iowa
$8.49M +$206K +535 +2%
RMDI
536
R.M. Davis Inc
Maine
$8.48M +$3.28M +8,516 +62%
AAS
537
Avantax Advisory Services
Texas
$8.48M +$1.41M +3,658 +20%
RIG
538
Renaissance Investment Group
Massachusetts
$8.37M -$969K -2,518 -10%
CCT
539
Country Club Trust
Missouri
$8.35M -$3.61M -9,378 -30%
CCM
540
Cadence Capital Management
Massachusetts
$8.34M -$477K -1,239 -5%
TI
541
Trexquant Investment
Connecticut
$8.34M +$8.41M +21,855 New
LMIM
542
Lockheed Martin Investment Management
Maryland
$8.3M +$8.38M +21,760 New
ECM
543
EagleClaw Capital Management
Massachusetts
$8.28M -$164K -425 -2%
H
544
HoyleCohen
California
$8.24M -$128K -333 -2%
CFSG
545
Community Financial Services Group
Vermont
$8.19M -$4.47M -11,618 -35%
CA
546
Cetera Advisors
Colorado
$8.16M +$825K +2,143 +11%
V
547
Veritable
Delaware
$8.16M +$144K +374 +2%
APSI
548
Asset Planning Services Inc
Louisiana
$8.15M -$19.2K -50 -0.2%
AIC
549
Ameritas Investment Company
Nebraska
$8.15M -$3M -7,784 -27%
WAS
550
Wesleyan Assurance Society
United Kingdom
$8.11M +$8.18M +21,250 New

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.