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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
EWM
776
Evercore Wealth Management
New York
$3.59M +$252K +704 +8%
BWM
777
BerganKDV Wealth Management
Minnesota
$3.59M -$23.6K -66 -0.7%
NCGI
778
Next Century Growth Investors
Minnesota
$3.58M
WCA
779
Windsor Creek Advisors
Vermont
$3.58M +$751K +2,100 +29%
BA
780
Birinyi Associates
Connecticut
$3.56M -$697K -1,950 -17%
SC
781
Scholtz & Company
Connecticut
$3.52M -$2.01M -5,637 -38%
PIM
782
Penobscot Investment Management
Massachusetts
$3.52M -$799K -2,236 -19%
LCM
783
Landscape Capital Management
New Jersey
$3.52M +$3.31M +9,256 New
SFA
784
Sequoia Financial Advisors
Ohio
$3.51M -$89.7K -251 -3%
BWP
785
Baldwin Wealth Partners
Massachusetts
$3.5M +$795K +2,225 +32%
AA
786
ALPS Advisors
Colorado
$3.49M -$1.23M -3,441 -27%
PJSIMP
787
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.49M -$54.7K -153 -2%
TNB
788
Thomasville National Bank
Georgia
$3.49M -$174K -488 -5%
SCM
789
Stonebridge Capital Management
California
$3.47M -$169K -472 -5%
MC
790
Mathes Company
New York
$3.46M -$87.6K -245 -3%
HBT
791
Hills Bank & Trust
Iowa
$3.45M +$186K +520 +6%
FNBOMD
792
First National Bank of Mount Dora
Florida
$3.44M +$413K +1,155 +15%
KA
793
Kovack Advisors
Florida
$3.44M +$125K +349 +4%
FCB
794
First Command Bank
Texas
$3.44M +$85.4K +239 +3%
FCFS
795
First Command Financial Services
Texas
$3.44M +$85.4K +239 +3%
CAM
796
Carret Asset Management
New York
$3.43M +$67.9K +190 +2%
OBGC
797
O'Brien Greene & Co
Pennsylvania
$3.43M +$60.8K +170 +2%
BCM
798
Becker Capital Management
Oregon
$3.42M -$9.65K -27 -0.3%
OSNBOA
799
Old Second National Bank of Aurora
Illinois
$3.42M -$16.4K -46 -0.5%
KTM
800
Keeler Thomas Management
Utah
$3.41M -$150K -420 -4%

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.