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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
VFA
651
Voya Financial Advisors
Connecticut
$5.63M +$849K +2,205 +17%
TCM
652
Tufton Capital Management
Maryland
$5.63M -$85.1K -221 -1%
EWM
653
Empirical Wealth Management
Washington
$5.63M +$3.45M +8,962 +155%
WKWM
654
Walter & Keenan Wealth Management
Indiana
$5.58M -$219K -568 -4%
PWPCM
655
Perella Weinberg Partners Capital Management
New York
$5.57M +$1.62M +4,204 +40%
PFA
656
Paradigm Financial Advisors
Missouri
$5.56M +$307K +797 +6%
QT
657
Quantbot Technologies
New York
$5.55M +$5.6M +14,543 New
PP
658
Paloma Partners
Connecticut
$5.54M -$9.24M -24,016 -62%
LBC
659
Lowe Brockenbrough & Co
Virginia
$5.47M +$5.08M +13,189 +1,145%
BHA
660
Beech Hill Advisors
New York
$5.46M -$221K -575 -4%
SAM
661
Sandbar Asset Management
United Kingdom
$5.45M +$4.49M +11,668 +445%
1WA
662
180 Wealth Advisors
Washington
$5.43M +$160K +415 +3%
Rockefeller Capital Management
663
Rockefeller Capital Management
New York
$5.42M -$6.76M -17,567 -55%
KFP
664
Keystone Financial Planning
Ohio
$5.42M
MYAM
665
Meiji Yasuda Asset Management
Japan
$5.41M -$315K -819 -5%
BBWA
666
Bell & Brown Wealth Advisors
California
$5.4M -$251K -653 -4%
PWW
667
Pettyjohn Wood & White
Virginia
$5.39M -$107K -277 -2%
ADL
668
Asset Dedication LLC
California
$5.39M +$164K +425 +3%
MCM
669
Matarin Capital Management
New York
$5.29M -$3.46K -9 -0.1%
CI
670
Conning Inc
Connecticut
$5.29M -$41.3M -107,337 -89%
OWD
671
Osborn Williams & Donohoe
Ohio
$5.28M +$2.53M +6,581 +86%
SMG
672
Spectrum Management Group
Indiana
$5.21M +$204K +530 +4%
RC
673
RegentAtlantic Capital
New Jersey
$5.2M -$371K -964 -7%
SGAM
674
Steinberg Global Asset Management
Florida
$5.2M +$1.15M +2,975 +28%
AAM
675
AR Asset Management
California
$5.16M

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.