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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
AWM
801
Avior Wealth Management
Nebraska
$3.04M +$321K +930 +11%
FCB
802
First Command Bank
Texas
$3.03M -$2.45M -7,090 -43%
FCFS
803
First Command Financial Services
Texas
$3.03M -$2.45M -7,090 -43%
JIC
804
Johnson Investment Counsel
Ohio
$3.03M +$218K +630 +7%
BRC
805
Bell Rock Capital
Delaware
$3.02M +$180K +520 +6%
AAM
806
Ascension Asset Management
New York
$3.01M -$25.6K -74 -0.8%
LNWWM
807
Laird Norton Wetherby Wealth Management
California
$2.99M -$84.6K -245 -3%
CNBT
808
Canandaigua National Bank & Trust
New York
$2.98M -$9.67K -28 -0.3%
FFBTD
809
First Financial Bank - Trust Division
Ohio
$2.97M -$509K -1,473 -14%
CMI
810
Clare Market Investments
Texas
$2.97M +$3.18M +9,197 New
WFG
811
Wills Financial Group
Virginia
$2.96M -$53.9K -156 -2%
PNC
812
Park National Corp
Ohio
$2.95M -$95.3K -276 -3%
EWA
813
EP Wealth Advisors
California
$2.93M +$12.8K +37 +0.4%
ACS
814
Archford Capital Strategies
Illinois
$2.93M -$44.6K -129 -1%
MWM
815
Marietta Wealth Management
Georgia
$2.93M +$37.3K +108 +1%
BHWM
816
Bar Harbor Wealth Management
New Hampshire
$2.92M -$49.1K -142 -2%
BWM
817
BerganKDV Wealth Management
Minnesota
$2.91M +$50.8K +147 +2%
Squarepoint
818
Squarepoint
New York
$2.9M -$6.03M -17,447 -66%
SIP
819
Stoneridge Investment Partners
Pennsylvania
$2.9M +$3.11M +8,988 New
FMII
820
Farmers & Merchants Investments Inc
Nebraska
$2.9M +$332K +960 +12%
IC
821
Intersect Capital
California
$2.89M +$80.5K +233 +3%
NCGI
822
Next Century Growth Investors
Minnesota
$2.89M +$1.23M +3,555 +66%
IRF
823
IBM Retirement Fund
New York
$2.88M -$255K -738 -8%
OIA
824
Optimum Investment Advisors
Illinois
$2.86M -$120K -346 -4%
TNB
825
Thomasville National Bank
Georgia
$2.86M -$48.4K -140 -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.