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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
BMO
876
Beck Mack & Oliver
New York
$3.13M -$192K -500 -6%
SC
877
Savant Capital
Illinois
$3.11M -$8.85K -23 -0.3%
CC
878
ClearArc Capital
Ohio
$3.08M -$114K -296 -4%
IC
879
Intersect Capital
California
$3.08M -$344K -894 -10%
HKAM
880
Horizon Kinetics Asset Management
New York
$3.07M +$3.1M +8,059 New
Wealth Enhancement Advisory Services
881
Wealth Enhancement Advisory Services
Minnesota
$3.07M +$816K +2,120 +35%
FA
882
Fagan Associates
New York
$3.07M +$271K +705 +10%
OFG
883
Omega Financial Group
California
$3.05M +$3.08M +8,000 New
NSIM
884
North Star Investment Management
Illinois
$3.03M -$120K -312 -4%
Fiera Capital (Canada)
885
Fiera Capital (Canada)
Quebec, Canada
$3.03M -$817K -2,122 -21%
LA
886
Legacy Advisors
Pennsylvania
$3.03M +$1.14M +2,967 +60%
WFG
887
Wills Financial Group
Virginia
$3.02M -$482K -1,251 -14%
Carson Wealth (CWM LLC)
888
Carson Wealth (CWM LLC)
Nebraska
$3.02M +$2.86M +7,426 +143%
WCA
889
Westover Capital Advisors
Delaware
$3.02M -$42.7K -111 -1%
CIS
890
Capital International Sarl
California
$3.02M +$3.04M +7,910 New
CL
891
Choreo LLC
Illinois
$3M -$1.93K -5 -0.1%
VFA
892
Valeo Financial Advisors
Indiana
$3M +$174K +451 +6%
CAM
893
Covenant Asset Management
New Jersey
$3M +$1.77M +4,589 +141%
IA
894
Icon Advisers
Colorado
$2.98M +$1.42M +3,700 +90%
FQ
895
First Quadrant
California
$2.97M -$249K -648 -8%
TC
896
Telemus Capital
Michigan
$2.96M +$385 +1 +0%
MCM
897
Maryland Capital Management
Maryland
$2.94M +$613K +1,592 +26%
EFSCE
898
Enterprise Financial Services Corp (EFSC)
Missouri
$2.94M +$2.18M +5,670 +278%
AI
899
Atria Investments
North Carolina
$2.93M +$226K +586 +7%
Acadian Asset Management
900
Acadian Asset Management
Massachusetts
$2.93M +$36.6K +95 +1%

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.