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2,123 hedge funds and large institutions have $146B invested in Boeing in 2019 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 805 increasing their positions, 912 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 127

15% more capital invested

Capital invested by funds: $127B → $146B (+$19.4B)

3% more funds holding

Funds holding: 2,0592,123 (+64)

1.57% less ownership

Funds ownership: 69.67%68.1% (-1.6%)

2% less funds holding in top 10

Funds holding in top 10: 209205 (-4)

12% less repeat investments, than reductions

Existing positions increased: 805 | Existing positions reduced: 912

21% less call options, than puts

Call options by funds: $5.57B | Put options by funds: $7.07B

Holders
2,123
Holders Change
+64
Holders Change %
+3.11%
% of All Funds
45.95%
Holding in Top 10
205
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.91%
% of All Funds
4.44%
New
213
Increased
805
Reduced
912
Closed
127
Calls
$5.57B
Puts
$7.07B
Net Calls
-$1.5B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Change in
Stake
BKA
801
Brick & Kyle Associates
Pennsylvania
$3.73M +$3.46M +9,000 +1,169%
BAM
802
Belpointe Asset Management
Nevada
$3.72M +$1.41M +3,675 +61%
BRC
803
Bell Rock Capital
Delaware
$3.71M +$132K +343 +4%
SWM
804
SVA Wealth Management
Wisconsin
$3.7M +$3.07M +7,984 +465%
KOCAA
805
Knights of Columbus Asset Advisors
Connecticut
$3.7M -$7.7K -20 -0.2%
JCM
806
Jacobi Capital Management
Pennsylvania
$3.69M -$197K -513 -5%
Loomis, Sayles & Company
807
Loomis, Sayles & Company
Massachusetts
$3.69M +$1M +2,604 +37%
BIAS
808
Beacon Investment Advisory Services
New Jersey
$3.67M -$1.83M -4,742 -33%
BP
809
Broadleaf Partners
Ohio
$3.66M -$782K -2,032 -17%
HAM
810
Highstreet Asset Management
Ontario, Canada
$3.66M -$710K -1,844 -16%
BC
811
Bartlett & Co
Ohio
$3.63M -$164K -425 -4%
BCWM
812
Bartlett & Co Wealth Management
Ohio
$3.63M -$164K -425 -4%
CMI
813
Clare Market Investments
Texas
$3.63M +$123K +320 +3%
HA
814
Hamel Associates
New Jersey
$3.62M +$706K +1,835 +24%
AAP
815
Aristotle Atlantic Partners
Florida
$3.62M -$3.57M -9,280 -49%
PWS
816
Peloton Wealth Strategists
Indiana
$3.62M +$527K +1,370 +17%
KA
817
Kovack Advisors
Florida
$3.62M +$1.19M +3,083 +48%
OIA
818
Optimum Investment Advisors
Illinois
$3.62M +$232K +603 +7%
MC
819
Mathes Company
New York
$3.61M -$1.93K -5 -0.1%
Squarepoint
820
Squarepoint
New York
$3.6M +$171K +444 +5%
GC
821
Grace Capital
Massachusetts
$3.59M +$504K +1,308 +16%
EWA
822
EP Wealth Advisors
California
$3.59M +$120K +312 +3%
CF
823
CNA Financial
Illinois
$3.58M +$3.62M +9,400 New
AWM
824
Avior Wealth Management
Nebraska
$3.56M -$6.54K -17 -0.2%
SCA
825
Snowden Capital Advisors
New York
$3.55M -$417K -1,082 -10%

BA Hedge Fund Activity: Q1 2019 in Review

2,123 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2019, worth a combined $146B — up 15% from $127B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new BA positions and 127 closed out — a net gain of 86 holders — while 805 added to existing stakes and 912 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $923M. The largest seller was Newport Trust Company, cutting an estimated $1.2B.

  • 2,123 institutional investors held Boeing (BA) as of Q1 2019, up from 2,059 in Q4 2018.
  • Funds reported $146B of Boeing stock for Q1 2019, up 15% quarter-over-quarter.
  • 213 funds opened new Boeing positions in Q1 2019 and 127 closed out, a net change of +86 holders.
  • The largest Boeing buyer in Q1 2019 was Susquehanna International Group, an estimated $923M added.
  • The largest Boeing seller in Q1 2019 was Newport Trust Company, an estimated $1.2B sold.

Based on aggregated 13F filings for Q1 2019.