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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
SS
601
Simplicity Solutions
Minnesota
$6.69M +$1.65M +4,276 +28%
FT
602
Fiduciary Trust
Massachusetts
$6.68M +$582K +1,511 +9%
LWM
603
Lyell Wealth Management
California
$6.68M +$250K +649 +4%
AP
604
Advisor Partners
California
$6.62M +$149K +386 +2%
CIP
605
Convergence Investment Partners
Florida
$6.56M -$1.24M -3,215 -16%
VC
606
Vestor Capital
Illinois
$6.54M +$204K +530 +3%
CFG
607
Cambridge Financial Group
Ohio
$6.52M -$223K -580 -3%
BRWA
608
B. Riley Wealth Advisors
Florida
$6.5M -$76.6K -199 -1%
PA
609
Profund Advisors
Maryland
$6.44M +$739K +1,921 +13%
TFS
610
Thoroughbred Financial Services
Tennessee
$6.42M +$126K +327 +2%
FCBT
611
First Citizens Bank & Trust
North Carolina
$6.4M -$236K -614 -4%
SIC
612
Sigma Investment Counselors
Michigan
$6.39M -$383K -995 -6%
IFWM
613
Institute for Wealth Management
Colorado
$6.39M -$19.6K -51 -0.3%
RHDIC
614
R.H. Dinel Investment Counsel
California
$6.36M -$241K -625 -4%
CAM
615
Centre Asset Management
New York
$6.35M +$219K +570 +4%
WIS
616
Wright Investors Service
Connecticut
$6.31M -$1.32M -3,425 -17%
Luther King Capital Management (LKCM)
617
Luther King Capital Management (LKCM)
Texas
$6.31M -$188K -489 -3%
PFS
618
Physicians Financial Services
North Carolina
$6.3M -$5.77K -15 -0.1%
BCM
619
BTC Capital Management
Iowa
$6.28M +$1.13M +2,934 +22%
CIP
620
Chartwell Investment Partners
Pennsylvania
$6.26M
SC
621
Stralem & Co
New York
$6.26M -$1.03M -2,675 -14%
WAM
622
Weatherly Asset Management
California
$6.25M +$288K +748 +5%
PAI
623
Pittenger & Anderson Inc
Nebraska
$6.18M +$199K +518 +3%
MERSOM
624
Municipal Employees' Retirement System of Michigan
Michigan
$6.1M -$2.77M -7,200 -31%
HCM
625
Harvey Capital Management
Florida
$6.09M -$55.8K -145 -0.9%

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.