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2,063 hedge funds and large institutions have $147B invested in Boeing in 2019 Q3 according to their latest regulatory filings, with 104 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: 2,1032,063 (-40)

20% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 130

24% less call options, than puts

Call options by funds: $5.39B | Put options by funds: $7.11B

Holders
2,063
Holders Change
-40
Holders Change %
-1.9%
% of All Funds
45.23%
Holding in Top 10
170
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.59%
% of All Funds
3.73%
New
104
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
SWM
551
Segment Wealth Management
Texas
$7.19M -$210K -587 -3%
CCM
552
Consolidated Capital Management
California
$7.12M -$481K -1,345 -7%
GFA
553
Gifford Fong Associates
California
$7.12M
AMI
554
Amica Mutual Insurance
Rhode Island
$7.05M -$145K -407 -2%
VDI
555
Vaughan David Investments
Illinois
$7M -$76.9K -215 -1%
LBC
556
Lowe Brockenbrough & Co
Virginia
$6.99M +$261K +730 +4%
LWM
557
Lyell Wealth Management
California
$6.9M +$115K +323 +2%
Capital Fund Management (CFM)
558
Capital Fund Management (CFM)
France
$6.88M -$19.9M -55,554 -75%
WB
559
Webster Bank
Connecticut
$6.84M +$29.7K +83 +0.5%
HW
560
Hancock Whitney
Mississippi
$6.8M -$15.9M -44,436 -71%
FDS
561
First Dallas Securities
Texas
$6.79M +$141K +394 +2%
TFS
562
Thoroughbred Financial Services
Tennessee
$6.77M +$241K +674 +4%
TW
563
Transform Wealth
Colorado
$6.72M +$74.3K +208 +1%
PFS
564
Physicians Financial Services
North Carolina
$6.63M +$73.3K +205 +1%
CAM
565
Centre Asset Management
New York
$6.61M -$393K -1,100 -6%
SIC
566
Sigma Investment Counselors
Michigan
$6.59M +$146K +408 +2%
IP
567
Interval Partners
New York
$6.58M +$4.57M +12,784 +284%
BSW
568
Buckingham Strategic Wealth
Missouri
$6.54M +$237K +664 +4%
Cerity Partners
569
Cerity Partners
New York
$6.51M +$2.7M +7,548 +79%
MIAN
570
Mariner Independent Advisor Network
Kansas
$6.49M +$664K +1,857 +12%
UMA
571
USA Mutuals Advisors
Texas
$6.47M -$715K -2,000 -11%
BCM
572
BTC Capital Management
Iowa
$6.41M +$159K +446 +3%
BRWA
573
B. Riley Wealth Advisors
Florida
$6.36M -$290K -812 -5%
ASN
574
Advisory Services Network
Georgia
$6.36M
WIS
575
Wright Investors Service
Connecticut
$6.35M -$715 -2 -0%

BA Hedge Fund Activity: Q3 2019 in Review

2,063 of the 4,561 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 104 opened new positions — a net loss of 26 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.

  • 2,063 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.
  • 104 funds opened new Boeing positions in Q3 2019 and 130 closed out, a net change of -26 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.