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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
AAP
701
Aristotle Atlantic Partners
Florida
$4.33M +$578K +1,616 +17%
AIM
702
Anchor Investment Management
South Carolina
$4.33M +$79.4K +222 +2%
EWA
703
EP Wealth Advisors
California
$4.3M +$4.04M +11,295 New
CCM
704
CWH Capital Management
Washington
$4.28M +$3.79M +10,613 +1,685%
FCM
705
Fairbanks Capital Management
California
$4.27M -$155K -435 -4%
NIA
706
Northstar Investment Advisors
Colorado
$4.26M +$4.19M +11,715 New
Credit Agricole
707
Credit Agricole
France
$4.26M +$1.66M +4,630 +71%
LCM
708
Logan Capital Management
Pennsylvania
$4.25M -$1.79K -5 -0%
AAMA
709
Advanced Asset Management Advisors
Ohio
$4.24M
CCM
710
Copeland Capital Management
Pennsylvania
$4.24M +$21.8K +61 +0.6%
LIA
711
LS Investment Advisors
Michigan
$4.24M +$39.3K +110 +1%
GIM
712
Guardian Investment Management
California
$4.22M +$1.43K +4 +0%
MWM
713
Meridian Wealth Management
Kentucky
$4.22M -$5.01M -14,017 -56%
SC
714
Searle & Co
Connecticut
$4.22M
AA
715
Apriem Advisors
California
$4.19M +$2.92M +8,167 +287%
RMAM
716
Raab & Moskowitz Asset Management
New Jersey
$4.17M -$320K -894 -8%
CNBT
717
Canandaigua National Bank & Trust
New York
$4.16M +$397K +1,111 +11%
GI
718
Gradient Investments
Minnesota
$4.16M +$468K +1,308 +14%
LNWWM
719
Laird Norton Wetherby Wealth Management
California
$4.16M +$75.4K +211 +2%
CBTWT
720
Community Bank & Trust (Waco, Texas)
Texas
$4.16M +$117K +326 +3%
LPIC
721
LeJeune Puetz Investment Counsel
Michigan
$4.15M +$10.7K +30 +0.3%
BUB
722
BBVA USA Bancshares
Texas
$4.15M -$37.9K -106 -1%
RIM
723
Rampart Investment Management
Connecticut
$4.13M -$333K -932 -8%
RG
724
Rathbones Group
United Kingdom
$4.13M -$89K -249 -2%
RIG
725
Renaissance Investment Group
Massachusetts
$4.11M -$612K -1,711 -14%

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.