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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
JCM
776
Jacobi Capital Management
Pennsylvania
$3.29M -$170K -492 -5%
PJSIMP
777
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.29M +$290K +839 +9%
Fiera Capital (Canada)
778
Fiera Capital (Canada)
Quebec, Canada
$3.24M +$333K +965 +11%
LCH
779
Lee Capital Holdings
New York
$3.23M
IC
780
Inscription Capital
Texas
$3.23M +$3.45M +10,000 New
SCP
781
Stamos Capital Partners
California
$3.21M +$3.44M +9,950 New
BC
782
Bartlett & Co
Ohio
$3.21M -$34.2K -99 -1%
BCWM
783
Bartlett & Co Wealth Management
Ohio
$3.21M -$34.2K -99 -1%
BHB
784
Bank Hapoalim BM
Israel
$3.19M +$630K +1,823 +23%
ANRIA
785
American National Registered Investment Advisor
Texas
$3.19M -$60.5K -175 -2%
FNFDCM
786
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.19M
HB
787
Homrich & Berg
Georgia
$3.15M +$122K +353 +4%
DSC
788
Duncker Streett & Co
Missouri
$3.14M +$442K +1,278 +15%
OTPPB
789
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.14M +$3.36M +9,729 New
PWLP
790
Prio Wealth Limited Partnership
Massachusetts
$3.13M -$193K -558 -5%
KOCAA
791
Knights of Columbus Asset Advisors
Connecticut
$3.13M -$190K -550 -5%
HSA
792
HBK Sorce Advisory
Pennsylvania
$3.13M -$10.7K -31 -0.3%
SCM
793
Stonebridge Capital Management
California
$3.12M -$31.1K -90 -0.9%
EB
794
Eastern Bank
Massachusetts
$3.11M +$71.9K +208 +2%
AFM
795
Abbot Financial Management
Massachusetts
$3.1M -$25.9K -75 -0.8%
WP
796
WealthPLAN Partners
Nebraska
$3.09M -$2.76K -8 -0.1%
HCM
797
Hutchinson Capital Management
California
$3.07M -$34.5K -100 -1%
RCM
798
RNC Capital Management
California
$3.06M -$749K -2,168 -19%
MC
799
Mathes Company
New York
$3.05M -$1.25M -3,615 -28%
BAM
800
Brave Asset Management
New Jersey
$3.04M -$155K -448 -5%

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.