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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
IRF
801
IBM Retirement Fund
New York
$3.4M -$34K -95 -1%
MFG
802
MidWestOne Financial Group
Iowa
$3.39M -$27.9K -78 -0.9%
PWLP
803
Prio Wealth Limited Partnership
Massachusetts
$3.37M -$64K -179 -2%
AAM
804
Ascension Asset Management
New York
$3.35M -$161K -450 -5%
EW
805
Evoke Wealth
California
$3.35M +$3.14M +8,798 New
FMII
806
Farmers & Merchants Investments Inc
Nebraska
$3.33M -$1.07K -3 -0%
CAM
807
Cozad Asset Management
Illinois
$3.33M -$3.22M -9,015 -51%
IWM
808
IHT Wealth Management
Illinois
$3.32M +$405K +1,134 +15%
BKA
809
Brick & Kyle Associates
Pennsylvania
$3.31M +$14.7K +41 +0.4%
GT
810
Glenview Trust
Kentucky
$3.28M -$52.2K -146 -2%
CAM
811
Cresset Asset Management
Illinois
$3.28M +$589K +1,648 +24%
FFBTD
812
First Financial Bank - Trust Division
Ohio
$3.27M -$1.43K -4 -0%
DWM
813
Dakota Wealth Management
Florida
$3.26M +$1.24M +3,460 +68%
FHC
814
First Heartland Consultants
Missouri
$3.26M -$66.5K -186 -2%
BOH
815
Bank of Hawaii
Hawaii
$3.25M -$472K -1,320 -13%
KCM
816
Karp Capital Management
California
$3.24M +$23.2K +65 +0.8%
Lido Advisors
817
Lido Advisors
California
$3.23M +$89.7K +251 +3%
CI
818
Conning Inc
Connecticut
$3.23M -$17.5K -49 -0.6%
Capstone Investment Advisors
819
Capstone Investment Advisors
New York
$3.22M -$5.37M -15,028 -64%
CRC
820
Curi RMB Capital
Illinois
$3.22M -$120K -337 -4%
FLI
821
Family Legacy Inc
South Carolina
$3.2M +$586K +1,640 +22%
EBT
822
Enterprise Bank & Trust
Massachusetts
$3.2M +$505K +1,412 +20%
CAM
823
Covenant Asset Management
New Jersey
$3.19M +$114K +318 +4%
TWM
824
TLW Wealth Management
Florida
$3.18M +$59.7K +167 +2%
FA
825
Fagan Associates
New York
$3.18M +$66.5K +186 +2%

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.