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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
TCM
751
Tradewinds Capital Management
Washington
$3.51M -$13.8K -40 -0.4%
Pacer Advisors
752
Pacer Advisors
Pennsylvania
$3.51M -$9.2M -26,639 -71%
BAC
753
Boys Arnold & Co
North Carolina
$3.51M +$1.9M +5,501 +98%
W
754
Wealthquest
Ohio
$3.51M +$3.76M +10,875 New
LWCFA
755
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.48M +$606K +1,755 +19%
CCFCSB
756
Cape Cod Five Cents Savings Bank
Massachusetts
$3.45M
Rafferty Asset Management
757
Rafferty Asset Management
New York
$3.45M -$1.72M -4,986 -32%
MFG
758
Monte Financial Group
Connecticut
$3.44M +$47.7K +138 +1%
SGAM
759
Steinberg Global Asset Management
Florida
$3.44M +$1.05M +3,036 +40%
MC
760
Miramar Capital
Illinois
$3.42M +$2.88M +8,338 New
WF
761
WoodTrust Financial
Wisconsin
$3.42M +$1.58M +4,585 +76%
MPM
762
Meritage Portfolio Management
Kansas
$3.41M +$119K +345 +3%
TG
763
TCW Group
California
$3.4M +$3.65M +10,556 New
SC
764
Searle & Co
Connecticut
$3.4M
LPIC
765
LeJeune Puetz Investment Counsel
Michigan
$3.38M +$82.9K +240 +2%
KRSITF
766
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.37M +$122K +354 +4%
PWPCM
767
Perella Weinberg Partners Capital Management
New York
$3.35M +$3.59M +10,397 New
SCA
768
Snowden Capital Advisors
New York
$3.35M +$521K +1,508 +17%
BI
769
Bredin Investment
Delaware
$3.35M
CBTWT
770
Community Bank & Trust (Waco, Texas)
Texas
$3.33M +$42.5K +123 +1%
NIT
771
NumerixS Investment Technologies
British Columbia, Canada
$3.32M +$1.14M +3,306 +46%
WF
772
Welch & Forbes
Massachusetts
$3.31M +$51.8K +150 +1%
RE
773
RBC Europe
United Kingdom
$3.31M -$1.43M -4,152 -29%
SFSIG
774
San Francisco Sentry Investment Group
California
$3.31M +$62.2K +180 +2%
SCA
775
Spearhead Capital Advisors
Florida
$3.3M +$67.7K +196 +2%

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.