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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
AAM
676
AR Asset Management
California
$4.36M +$1.24M +3,600 +36%
BCM
677
BTC Capital Management
Iowa
$4.36M +$4.4M +12,739 +1,619%
IB
678
Intrust Bank
Kansas
$4.35M +$43.9K +127 +0.9%
MMG
679
Monetary Management Group
Missouri
$4.34M -$46.6K -135 -1%
CSA
680
Cottage Street Advisors
Massachusetts
$4.34M -$28K -81 -0.6%
NB
681
NBT Bank
New York
$4.32M -$61.8K -179 -1%
SCM
682
Shelton Capital Management
Colorado
$4.31M
AAMA
683
Advanced Asset Management Advisors
Ohio
$4.29M +$4.59M +13,300 New
FMTC
684
Farmers & Merchants Trust Company
California
$4.29M +$4.59M +13,292 New
RWP
685
RWA Wealth Partners
Massachusetts
$4.25M +$1.11M +3,218 +32%
SMG
686
Spectrum Management Group
Indiana
$4.24M +$11.4K +33 +0.3%
CCA
687
Catalyst Capital Advisors
New York
$4.23M +$344K +995 +8%
HDIM
688
Hanson & Doremus Investment Management
Vermont
$4.23M -$262K -758 -5%
SSWM
689
Smith Salley Wealth Management
North Carolina
$4.2M -$379K -1,097 -8%
Cerity Partners
690
Cerity Partners
New York
$4.19M +$446K +1,291 +11%
SBH
691
Segall Bryant & Hamill
Illinois
$4.19M +$216K +625 +5%
PT
692
Plimoth Trust
Massachusetts
$4.18M -$174K -505 -4%
1SB
693
1ST Source Bank
Indiana
$4.16M -$105K -304 -2%
AssetMark Inc
694
AssetMark Inc
California
$4.14M -$37.5M -108,411 -89%
CGA
695
Crescent Grove Advisors
Illinois
$4.13M +$841K +2,435 +23%
FI
696
FormulaFolio Investments
Michigan
$4.13M
MAFM
697
Mid Atlantic Financial Management
Pennsylvania
$4.13M +$4.43M +12,812 New
PFPT
698
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.1M +$96.7K +280 +2%
GFPC
699
Global Financial Private Capital
Florida
$4.07M -$3.42M -9,894 -44%
AAM
700
Auxier Asset Management
Oregon
$4.06M +$25.9K +75 +0.6%

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.