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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
Cetera Investment Advisers
726
Cetera Investment Advisers
Illinois
$3.76M -$42.1K -122 -1%
MWA
727
Marshall Wace Asia
Hong Kong
$3.76M +$4.02M +11,649 New
AWM
728
AE Wealth Management
Kansas
$3.76M -$109K -316 -3%
BP
729
Broadleaf Partners
Ohio
$3.75M -$66K -191 -2%
AF
730
Advisornet Financial
Minnesota
$3.75M +$200K +580 +5%
ACM
731
Adalta Capital Management
New York
$3.73M +$5.53K +16 +0.1%
PIP
732
Peachtree Investment Partners
Florida
$3.73M +$3.99M +11,549 New
Koshinski Asset Management
733
Koshinski Asset Management
Illinois
$3.72M -$3.99M -11,538 -50%
DWM
734
Dakota Wealth Management
Florida
$3.72M -$53.5K -155 -2%
ACI
735
Alpha Cubed Investments
California
$3.72M -$214K -620 -5%
WPC
736
Waters Parkerson & Co
Louisiana
$3.7M -$17.3K -50 -0.4%
HAM
737
Highstreet Asset Management
Ontario, Canada
$3.69M -$468K -1,354 -11%
HR
738
Hayden Royal
North Carolina
$3.68M +$3.94M +11,398 New
APP
739
Avantax Planning Partners
Iowa
$3.65M -$78.4K -227 -2%
RG
740
Rathbones Group
United Kingdom
$3.64M +$190K +550 +5%
SWM
741
SeaCrest Wealth Management
New York
$3.59M +$363K +1,050 +10%
LIA
742
LS Investment Advisors
Michigan
$3.58M -$439K -1,270 -10%
VNA
743
Valley National Advisers
Pennsylvania
$3.58M +$406K +1,174 +12%
BAM
744
Bruderman Asset Management
New York
$3.57M +$687K +1,989 +22%
NG
745
NatWest Group
United Kingdom
$3.56M -$427K -1,237 -10%
BUB
746
BBVA USA Bancshares
Texas
$3.56M -$126K -365 -3%
MSU
747
Mizuho Securities USA
New York
$3.55M +$3.8M +11,000 New
GIM
748
Guardian Investment Management
California
$3.55M +$72.5K +210 +2%
AIM
749
Anchor Investment Management
South Carolina
$3.53M +$74.3K +215 +2%
ZCA
750
Zeke Capital Advisors
Pennsylvania
$3.51M +$1.26M +3,638 +50%

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.