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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
PGIM
851
Pacific Global Investment Management
California
$2.68M -$90.5K -262 -3%
PWSG
852
Pacific Wealth Strategies Group
California
$2.68M +$10K +29 +0.4%
NSIM
853
North Star Investment Management
Illinois
$2.66M +$77.4K +224 +3%
SB
854
Strategic Blueprint
Georgia
$2.65M +$2.84M +8,231 New
AI
855
Atria Investments
North Carolina
$2.64M -$209K -604 -7%
SMC
856
Smith, Moore & Co
Missouri
$2.64M +$160K +462 +6%
GC
857
Grace Capital
Massachusetts
$2.64M +$6.91K +20 +0.2%
SC
858
Savant Capital
Illinois
$2.64M -$36.3K -105 -1%
WJA
859
Williams Jones & Associates
New York
$2.63M +$363K +1,050 +15%
PWS
860
Peloton Wealth Strategists
Indiana
$2.62M +$25.6K +74 +0.9%
BDS
861
Banco de Sabadell
Florida
$2.62M +$81.2K +235 +3%
VCWA
862
Vanguard Capital Wealth Advisors
Colorado
$2.62M +$191K +553 +7%
HAG
863
HighPoint Advisor Group
Illinois
$2.62M +$941K +2,723 +76%
HCC
864
Hirtle Callaghan & Co
Pennsylvania
$2.61M
RWA
865
Ropes Wealth Advisors
Massachusetts
$2.6M -$197K -569 -7%
WCA
866
Westover Capital Advisors
Delaware
$2.59M -$995K -2,880 -26%
P
867
Pitcairn
Pennsylvania
$2.59M -$148K -429 -5%
USGIU
868
U.S. Global Investors (USGI)
Texas
$2.56M -$80.5K -233 -3%
IAMOG
869
Investors Asset Management of Georgia
Georgia
$2.55M -$8.64K -25 -0.3%
SCM
870
Schnieders Capital Management
California
$2.55M -$34.5K -100 -1%
PWP
871
Principle Wealth Partners
Connecticut
$2.55M +$2.73M +7,902 New
CI
872
Cowen Inc
New York
$2.55M -$3.08M -8,920 -53%
WCM
873
Wunderlich Capital Managemnt
Tennessee
$2.54M -$33.2K -96 -1%
CL
874
Choreo LLC
Illinois
$2.54M -$75.7K -219 -3%
WCM
875
Wisconsin Capital Management
Wisconsin
$2.52M +$2.7M +7,819 New

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.