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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
KFP
576
KMG Fiduciary Partners
Ohio
$7.4M +$399K +1,037 +6%
MCM
577
Maple Capital Management
Vermont
$7.4M +$821K +2,132 +12%
PP
578
Professional Planning
California
$7.38M +$425K +1,103 +6%
ARTA
579
A.R.T. Advisors
New York
$7.29M +$198K +514 +3%
WB
580
Webster Bank
Connecticut
$7.29M +$235K +611 +3%
UMA
581
USA Mutuals Advisors
Texas
$7.25M -$770K -2,000 -10%
AWP
582
Ascent Wealth Partners
New York
$7.2M +$358K +929 +5%
VDI
583
Vaughan David Investments
Illinois
$7.17M -$336K -872 -4%
TCOV
584
Trust Company of Vermont
Vermont
$7.16M -$399K -1,036 -5%
GFA
585
Gifford Fong Associates
California
$7.14M
CL
586
CPWM LLC
Washington
$7.12M +$2.41M +6,261 +50%
BCMO
587
Buckingham Capital Management (Ohio)
Ohio
$7.07M +$60K +156 +0.8%
GG
588
Greenwood Gearhart
Arkansas
$7.01M -$2.4M -6,240 -25%
GP
589
Girard Partners
Pennsylvania
$6.94M -$202K -526 -3%
GJCM
590
Grand Jean Capital Management
California
$6.91M -$3.28M -8,517 -32%
CWM
591
Calamos Wealth Management
Illinois
$6.91M -$882K -2,292 -11%
MIAN
592
Mariner Independent Advisor Network
Kansas
$6.91M +$1.39M +3,615 +25%
FCMT
593
Founders Capital Management (Texas)
Texas
$6.88M -$12.7K -33 -0.2%
WAM
594
Wolverine Asset Management
Illinois
$6.88M -$1.34M -3,484 -16%
FHA
595
First Horizon Advisors
Tennessee
$6.87M -$1.46M -3,802 -17%
WSTAM
596
Wilbanks Smith & Thomas Asset Management
Virginia
$6.86M +$47K +122 +0.7%
SCM
597
Silvant Capital Management
Georgia
$6.86M -$264K -687 -4%
CAM
598
Cozad Asset Management
Illinois
$6.83M -$34.6K -90 -0.5%
FDS
599
First Dallas Securities
Texas
$6.71M +$621K +1,613 +10%
SLI
600
Sumitomo Life Insurance
Japan
$6.7M -$764K -1,985 -10%

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.