We are live on ! Find out more

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
AIP
576
Ameritas Investment Partners
Nebraska
$6.06M -$54.9K -159 -0.8%
AAP
577
Aristotle Atlantic Partners
Florida
$6.06M +$1.3M +3,776 +25%
GP
578
Girard Partners
Pennsylvania
$6.04M -$590K -1,708 -8%
GFA
579
Gifford Fong Associates
California
$6.03M
SCM
580
Silvant Capital Management
Georgia
$6.02M -$174K -505 -3%
ARTA
581
A.R.T. Advisors
New York
$6M +$6.43M +18,600 New
AAS
582
Avantax Advisory Services
Texas
$6M +$6.42M +18,577 New
NCM
583
Narwhal Capital Management
Georgia
$5.99M +$5.18K +15 +0.1%
LCM
584
Logan Capital Management
Pennsylvania
$5.97M -$38K -110 -0.6%
WB
585
Webster Bank
Connecticut
$5.96M +$50.1K +145 +0.8%
MP
586
Munro Partners
Australia
$5.94M +$1.04M +3,023 +20%
BCMO
587
Buckingham Capital Management (Ohio)
Ohio
$5.93M -$240K -695 -4%
KFP
588
KMG Fiduciary Partners
Ohio
$5.92M +$6.35M +18,372 New
PP
589
Professional Planning
California
$5.88M -$108K -313 -2%
KWMG
590
King Wealth Management Group
Florida
$5.88M -$319K -922 -5%
FCMT
591
Founders Capital Management (Texas)
Texas
$5.83M -$180K -522 -3%
OPCM
592
Osborne Partners Capital Management
California
$5.82M +$320K +926 +5%
NA
593
Navellier & Associates
Nevada
$5.82M -$101K -292 -2%
FTIOP
594
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.82M -$1.7M -4,924 -21%
CAM
595
Cozad Asset Management
Illinois
$5.8M -$168K -485 -3%
MCM
596
McKinley Capital Management
Alaska
$5.79M -$918K -2,657 -13%
AWP
597
Ascent Wealth Partners
New York
$5.79M -$93.3K -270 -1%
WSTAM
598
Wilbanks Smith & Thomas Asset Management
Virginia
$5.76M -$71.9K -208 -1%
SIC
599
Sigma Investment Counselors
Michigan
$5.73M -$69.8K -202 -1%
SCA
600
Stonebridge Capital Advisors
Minnesota
$5.72M +$10K +29 +0.2%

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.