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
DBT
526
Dubuque Bank & Trust
Iowa
$7.77M -$386K -1,081 -5%
TCOV
527
Trust Company of Vermont
Vermont
$7.76M +$473K +1,324 +7%
NMIMC
528
Northwestern Mutual Investment Management Company
Wisconsin
$7.75M +$182K +510 +3%
FCMT
529
Founders Capital Management (Texas)
Texas
$7.68M +$35.4K +99 +0.5%
KWMG
530
King Wealth Management Group
Florida
$7.67M +$654K +1,830 +10%
MRCM
531
M&R Capital Management
New Jersey
$7.64M +$155K +434 +2%
BCMO
532
Buckingham Capital Management (Ohio)
Ohio
$7.63M +$72.6K +203 +1%
CCT
533
Country Club Trust
Missouri
$7.61M -$388K -1,085 -5%
OMC
534
Overbrook Management Corp
New York
$7.58M -$90.1K -252 -1%
B
535
Brightworth
Georgia
$7.57M -$143K -400 -2%
SSWM
536
Smith Salley Wealth Management
North Carolina
$7.56M +$889K +2,486 +14%
ZIM
537
Zacks Investment Management
Illinois
$7.55M -$3.84M -10,729 -35%
AP
538
Advisor Partners
California
$7.52M +$609K +1,705 +9%
WSTAM
539
Wilbanks Smith & Thomas Asset Management
Virginia
$7.51M +$395K +1,104 +6%
AIC
540
Ameritas Investment Company
Nebraska
$7.47M +$5.6M +15,677 +295%
FAIM
541
Financial Advocates Investment Management
Washington
$7.46M -$400K -1,119 -5%
PH
542
Pinnacle Holdings
Oklahoma
$7.46M -$29.3K -82 -0.4%
HVIA
543
Hudson Valley Investment Advisors
New York
$7.43M -$468K -1,310 -6%
BG
544
Bahl & Gaynor
Ohio
$7.39M -$26.7M -74,802 -79%
CA
545
Cetera Advisors
Colorado
$7.38M -$1.55M -4,342 -18%
AA
546
Ancora Advisors
Ohio
$7.32M +$6.87M +19,231 New
CL
547
CPWM LLC
Washington
$7.28M +$485K +1,357 +8%
CIC
548
Crawford Investment Counsel
Georgia
$7.27M
RAM
549
Riggs Asset Management
Pennsylvania
$7.24M -$1.25M -3,510 -16%
GP
550
Girard Partners
Pennsylvania
$7.2M +$97.6K +273 +1%

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.