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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
HPC
851
HM Payson & Co
Maine
$2.98M -$90.4K -253 -3%
NSIM
852
North Star Investment Management
Illinois
$2.98M +$4.65K +13 +0.2%
HCM
853
Highlander Capital Management
New Jersey
$2.98M +$197K +550 +8%
SMH
854
Sanders Morris Harris
Texas
$2.97M +$8.94K +25 +0.3%
CT
855
Clearstead Trust
Maine
$2.96M +$12.5K +35 +0.5%
CA
856
Corrado Advisors
New Jersey
$2.94M -$60.1K -168 -2%
ANBT
857
American National Bank & Trust
Texas
$2.93M -$1.62M -4,538 -37%
HKAM
858
Horizon Kinetics Asset Management
New York
$2.93M -$164K -459 -6%
SWM
859
SVA Wealth Management
Wisconsin
$2.92M -$27.2K -76 -1%
KF
860
Krilogy Financial
Missouri
$2.91M -$71.8K -201 -3%
HTC
861
Haverford Trust Company
Pennsylvania
$2.91M +$153K +428 +6%
LMIM
862
Lockheed Martin Investment Management
Maryland
$2.9M -$1.69M -4,740 -38%
B
863
Bailard
California
$2.89M -$215K -601 -7%
MC
864
Miramar Capital
Illinois
$2.85M +$60.8K +170 +2%
IAMOG
865
Investors Asset Management of Georgia
Georgia
$2.83M -$14.3K -40 -0.5%
ECM
866
ETrade Capital Management
Virginia
$2.82M -$834K -2,332 -24%
CC
867
Courier Capital
New York
$2.82M -$171K -479 -6%
SC
868
Sepio Capital
Utah
$2.81M +$2.08M +5,828 +334%
PFPT
869
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.79M +$126K +353 +5%
WPP
870
Whalerock Point Partners
Rhode Island
$2.79M
HB
871
Homrich & Berg
Georgia
$2.79M -$309K -864 -11%
KL
872
KWMG LLC
Kansas
$2.79M +$57.2K +160 +2%
OPCM
873
Osborne Partners Capital Management
California
$2.79M -$484K -1,355 -16%
CLOS
874
Compagnie Lombard Odier SCmA
Switzerland
$2.78M -$830K -2,321 -24%
CC
875
ClearArc Capital
Ohio
$2.77M +$67.2K +188 +3%

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.