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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
UR
751
USCA RIA
Texas
$3.83M -$540K -1,511 -13%
VFA
752
Valeo Financial Advisors
Indiana
$3.82M +$540K +1,511 +18%
WF
753
Welch & Forbes
Massachusetts
$3.81M -$25K -70 -0.7%
AAS
754
Annex Advisory Services
Wisconsin
$3.81M +$1.28M +3,567 +55%
PAM
755
Private Asset Management
California
$3.81M -$114K -320 -3%
LCH
756
Lee Capital Holdings
New York
$3.81M
KFBMI
757
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.8M
SWM
758
SeaCrest Wealth Management
New York
$3.8M -$557K -1,557 -13%
MMG
759
Monetary Management Group
Missouri
$3.79M +$134K +375 +4%
ZCA
760
Zeke Capital Advisors
Pennsylvania
$3.78M -$663K -1,854 -16%
BWAM
761
Boyd Watterson Asset Management
Ohio
$3.77M -$623K -1,743 -15%
CCP
762
Corient Capital Partners
California
$3.75M +$803K +2,247 +30%
FNFDCM
763
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.75M -$17.9K -50 -0.5%
JIC
764
Johnson Investment Counsel
Ohio
$3.75M -$1.07K -3 -0%
FNT
765
First National Trust
Pennsylvania
$3.73M -$444K -1,243 -11%
B
766
Barings
North Carolina
$3.72M -$323K -904 -8%
HA
767
Hamel Associates
New Jersey
$3.71M -$48.3K -135 -1%
BIAS
768
Beacon Investment Advisory Services
New Jersey
$3.71M +$75.8K +212 +2%
BJL
769
Brighton Jones LLC
Washington
$3.67M -$34.7K -97 -1%
SS
770
Sunbelt Securities
Texas
$3.66M +$2.22M +6,223 +183%
TPWA
771
TRUE Private Wealth Advisors
Oregon
$3.65M +$21.4K +60 +0.6%
AAM
772
Aureus Asset Management
Massachusetts
$3.63M +$46.5K +130 +1%
AWM
773
Avior Wealth Management
Nebraska
$3.61M -$110K -308 -3%
HSA
774
HBK Sorce Advisory
Pennsylvania
$3.6M +$192K +538 +6%
CCM
775
Cadence Capital Management
Massachusetts
$3.6M -$679K -1,899 -17%

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.