We are live on ! Find out more

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
GPC
876
Glacier Peak Capital
Washington
$2.52M +$2.69M +7,800 New
KCM
877
Karp Capital Management
California
$2.5M +$86.4K +250 +3%
TC
878
Telemus Capital
Michigan
$2.5M +$18.3K +53 +0.7%
TNBTD
879
Trustmark National Bank Trust Department
Mississippi
$2.49M +$197K +569 +8%
WSCM
880
Wellington Shields Capital Management
New York
$2.49M +$633K +1,831 +31%
HK
881
Horizon Kinetics
New York
$2.49M +$12.8K +37 +0.5%
CWM
882
Cornerstone Wealth Management
Missouri
$2.48M -$622M -1,801,689 -100%
BWM
883
Buckley Wealth Management
Nevada
$2.48M -$6.91K -20 -0.3%
OWD
884
Osborn Williams & Donohoe
Ohio
$2.48M +$76K +220 +3%
BJL
885
Brighton Jones LLC
Washington
$2.47M +$437K +1,265 +20%
HA
886
Hamel Associates
New Jersey
$2.47M +$2.32M +6,710 +703%
PFT
887
Providence First Trust
Arizona
$2.47M -$21.4K -62 -0.8%
WF
888
WealthTrust Fairport
Ohio
$2.47M -$12.4K -36 -0.5%
LSA
889
L & S Advisors
California
$2.46M -$2.61M -7,550 -50%
SGA
890
Strategic Global Advisors
California
$2.46M -$699K -2,024 -21%
MWVC
891
Morgens Waterfall Vintiadis & Co
New York
$2.45M +$2.63M +7,600 New
DWM
892
Destination Wealth Management
California
$2.45M -$47.3K -137 -2%
Acadian Asset Management
893
Acadian Asset Management
Massachusetts
$2.44M +$345 +1 +0%
SI
894
Sensato Investors
California
$2.44M +$2.62M +7,576 New
MFAM
895
Motley Fool Asset Management
Virginia
$2.44M +$2.62M +7,571 New
MCM
896
Monument Capital Management
Virginia
$2.43M +$22.8K +66 +0.9%
HCM
897
Highlander Capital Management
New Jersey
$2.42M +$492K +1,425 +24%
Group One Trading
898
Group One Trading
Illinois
$2.42M +$2.59M +7,495 New
SIC
899
SFE Investment Counsel
California
$2.41M -$86.4K -250 -3%
GC
900
Garde Capital
Washington
$2.41M -$2.76K -8 -0.1%

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.