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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
GAB
601
German American Bancorp
Indiana
$5.95M -$47.5K -133 -0.8%
AIA
602
Affinity Investment Advisors
California
$5.95M -$644K -1,801 -10%
BIA
603
Biondo Investment Advisors
Pennsylvania
$5.9M +$997K +2,790 +22%
AIP
604
Ameritas Investment Partners
Nebraska
$5.88M -$23.9K -67 -0.4%
ADL
605
Asset Dedication LLC
California
$5.86M +$582K +1,629 +12%
PWW
606
Pettyjohn Wood & White
Virginia
$5.83M -$8.94K -25 -0.2%
RWM
607
Rench Wealth Management
Texas
$5.77M +$248K +694 +5%
WAM
608
Weatherly Asset Management
California
$5.76M -$323K -905 -6%
AAM
609
Auxier Asset Management
Oregon
$5.75M +$7.15K +20 +0.1%
ACP
610
Ashfield Capital Partners
California
$5.72M -$120K -336 -2%
AF
611
Ally Financial
Michigan
$5.71M
SCA
612
Stonebridge Capital Advisors
Minnesota
$5.7M +$47.5K +133 +0.9%
TNB
613
TCF National Bank
South Dakota
$5.64M +$5.3M +14,826 New
SRAM
614
Stone Ridge Asset Management
New York
$5.63M
IA
615
IFP Advisors
Florida
$5.63M +$5.26M +14,705 New
IFWM
616
Institute for Wealth Management
Colorado
$5.62M -$498K -1,394 -9%
PWS
617
Peloton Wealth Strategists
Indiana
$5.57M +$488K +1,366 +10%
VSI
618
Verde Servicos Internacionais
Brazil
$5.54M +$40.4K +113 +0.8%
JCM
619
Jacobi Capital Management
Pennsylvania
$5.54M +$9.65K +27 +0.2%
SCM
620
Silvant Capital Management
Georgia
$5.53M -$711K -1,989 -12%
AMIM
621
Aull & Monroe Investment Management
Alabama
$5.49M -$17.9K -50 -0.3%
BFEC
622
Benjamin F. Edwards & Company
Missouri
$5.48M +$832K +2,327 +19%
BBWA
623
Bell & Brown Wealth Advisors
California
$5.46M -$91.5K -256 -2%
BC
624
Bartlett & Co
Ohio
$5.44M +$1.76M +4,928 +53%
BCWM
625
Bartlett & Co Wealth Management
Ohio
$5.44M +$1.76M +4,928 +53%

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.