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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
NLGIA
601
Nippon Life Global Investors Americas
New York
$5.71M -$5.12M -14,810 -46%
SCM
602
Sitrin Capital Management
California
$5.71M +$3.46K +10 +0.1%
CFG
603
Cambridge Financial Group
Ohio
$5.7M -$1.17M -3,379 -16%
LCM
604
Laurion Capital Management
New York
$5.64M +$6.04M +17,486 New
FCBT
605
First Citizens Bank & Trust
North Carolina
$5.61M -$413K -1,196 -6%
FAIM
606
Financial Advocates Investment Management
Washington
$5.59M -$1.63M -4,724 -21%
RHDIC
607
R.H. Dinel Investment Counsel
California
$5.58M +$5.98M +17,304 New
MCM
608
Maple Capital Management
Vermont
$5.57M +$5.29M +15,307 +782%
BRWA
609
B. Riley Wealth Advisors
Florida
$5.56M +$623K +1,803 +12%
1WA
610
180 Wealth Advisors
Washington
$5.5M -$16.6K -48 -0.3%
Luther King Capital Management (LKCM)
611
Luther King Capital Management (LKCM)
Texas
$5.49M +$124K +359 +2%
FNBOMD
612
First National Bank of Mount Dora
Florida
$5.49M -$123K -356 -2%
AP
613
Advisor Partners
California
$5.47M -$11.4K -33 -0.2%
LWM
614
Lyell Wealth Management
California
$5.44M -$87.4K -253 -1%
IFWM
615
Institute for Wealth Management
Colorado
$5.42M +$165K +477 +3%
FMBTD
616
First Midwest Bank Trust Division
Illinois
$5.4M -$24.2K -70 -0.4%
VC
617
Vestor Capital
Illinois
$5.36M +$350K +1,014 +7%
CI
618
Cigna Investments
Connecticut
$5.35M -$56.7K -164 -1%
PFS
619
Physicians Financial Services
North Carolina
$5.33M +$41.5K +120 +0.7%
TFS
620
Thoroughbred Financial Services
Tennessee
$5.33M +$5.7M +16,513 New
TC
621
Trust Company
Kansas
$5.3M -$732K -2,118 -11%
CIP
622
Chartwell Investment Partners
Pennsylvania
$5.3M +$493K +1,426 +10%
CW
623
Cobiz Wealth
Colorado
$5.29M +$37.7K +109 +0.7%
ASN
624
Advisory Services Network
Georgia
$5.27M +$234K +676 +4%
HCM
625
Harvey Capital Management
Florida
$5.2M

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.