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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
RCYC
551
Richard C. Young & Co
Rhode Island
$6.59M -$113K -327 -2%
CIP
552
Convergence Investment Partners
Florida
$6.58M +$1.57M +4,554 +29%
CWM
553
Calamos Wealth Management
Illinois
$6.58M -$932K -2,699 -12%
LA
554
Lynch & Associates
Indiana
$6.54M +$66.7K +193 +1%
OMC
555
Overbrook Management Corp
New York
$6.52M -$1.01M -2,917 -13%
APFBOT
556
Amica Pension Fund Board of Trustees
Rhode Island
$6.47M
SB
557
Simmons Bank
Arkansas
$6.44M +$74.3K +215 +1%
MRCM
558
M&R Capital Management
New Jersey
$6.44M +$5.28M +15,289 +326%
ED
559
Exane Derivatives
France
$6.44M +$6.9M +19,977 New
WIS
560
Wright Investors Service
Connecticut
$6.44M +$269K +779 +4%
PH
561
Pinnacle Holdings
Oklahoma
$6.42M +$11.1K +32 +0.2%
CCG
562
Cypress Capital Group
Florida
$6.41M -$408K -1,182 -6%
TCOV
563
Trust Company of Vermont
Vermont
$6.39M +$67.7K +196 +1%
VDI
564
Vaughan David Investments
Illinois
$6.34M -$530K -1,533 -7%
HRC
565
Hoertkorn Richard Charles
$6.32M -$121K -350 -2%
SLI
566
Sumitomo Life Insurance
Japan
$6.3M +$160K +464 +2%
Point72 Asset Management
567
Point72 Asset Management
Connecticut
$6.24M +$1.97M +5,700 +42%
CCM
568
Copeland Capital Management
Pennsylvania
$6.21M +$42.5K +123 +0.6%
KWILP
569
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.21M +$6.65M +19,263 New
CA
570
Cetera Advisors
Colorado
$6.21M -$405K -1,172 -6%
ACP
571
Ashfield Capital Partners
California
$6.2M +$845K +2,447 +15%
SC
572
Stralem & Co
New York
$6.15M -$3.42M -9,900 -34%
HFS
573
HL Financial Services
Kentucky
$6.14M +$131K +380 +2%
CAM
574
Columbia Asset Management
Michigan
$6.13M +$500K +1,448 +8%
VWM
575
Venturi Wealth Management
Texas
$6.12M +$220K +636 +3%

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.