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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
SGK
851
Steigerwald Gordon & Koch
Virginia
$3.34M +$2.73M +7,105 +431%
TNB
852
Thomasville National Bank
Georgia
$3.33M -$51.6K -134 -2%
CPIG
853
Chicago Partners Investment Group
Illinois
$3.32M -$1.49M -3,879 -31%
TFO
854
Tarbox Family Office
California
$3.32M
Lido Advisors
855
Lido Advisors
California
$3.32M +$594K +1,542 +22%
KCM
856
Karp Capital Management
California
$3.32M +$360K +935 +12%
JWBC
857
J.W. Burns & Co
New York
$3.31M +$895K +2,325 +37%
AAM
858
Aureus Asset Management
Massachusetts
$3.28M +$110K +287 +3%
FCB
859
First Command Bank
Texas
$3.28M -$304K -791 -8%
FCFS
860
First Command Financial Services
Texas
$3.28M -$304K -791 -8%
CS
861
Comerica Securities
Michigan
$3.28M +$102K +264 +3%
GT
862
Glenview Trust
Kentucky
$3.28M +$510K +1,325 +18%
PWAC
863
Private Wealth Advisors (California)
California
$3.26M +$15.8K +41 +0.5%
AFM
864
Abbot Financial Management
Massachusetts
$3.26M -$406K -1,055 -11%
JIC
865
Johnson Investment Counsel
Ohio
$3.25M -$331K -860 -9%
PNC
866
Park National Corp
Ohio
$3.24M -$253K -656 -7%
LNC
867
Lincoln National Corp
Pennsylvania
$3.23M +$700K +1,818 +27%
FHC
868
First Heartland Consultants
Missouri
$3.22M +$487K +1,264 +18%
HBT
869
Hills Bank & Trust
Iowa
$3.22M +$1.24M +3,212 +61%
KIG
870
Kessler Investment Group
Indiana
$3.21M +$968K +2,514 +43%
MC
871
Miramar Capital
Illinois
$3.2M +$21.2K +55 +0.7%
KTM
872
Keeler Thomas Management
Utah
$3.19M +$423K +1,100 +15%
RWA
873
Ropes Wealth Advisors
Massachusetts
$3.17M +$92.4K +240 +3%
PWSG
874
Pacific Wealth Strategies Group
California
$3.15M -$19.2K -50 -0.6%
ACM
875
Aljian Capital Management
Nevada
$3.14M -$81.6K -212 -3%

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.