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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
CBA
901
Coastal Bridge Advisors
Connecticut
$2.4M -$69.8K -202 -3%
CCM
902
Condor Capital Management
New Jersey
$2.4M -$50.8K -147 -2%
VFA
903
Valeo Financial Advisors
Indiana
$2.39M +$187K +541 +8%
SWM
904
Segment Wealth Management
Texas
$2.38M -$82.2K -238 -3%
IWM
905
IHT Wealth Management
Illinois
$2.37M +$782K +2,264 +44%
CCM
906
Compton Capital Management
Rhode Island
$2.37M -$15.5K -45 -0.6%
FA
907
Fagan Associates
New York
$2.37M +$1.76M +5,095 +228%
FLPIM
908
F.L. Putnam Investment Management
Massachusetts
$2.36M +$40.8K +118 +2%
LIA
909
LBMC Investment Advisors
Tennessee
$2.35M +$40.1K +116 +2%
QFA
910
Quattro Financial Advisors
Texas
$2.35M +$268K +776 +13%
RC
911
Roundview Capital
New Jersey
$2.35M +$875K +2,533 +53%
BHBT
912
Burke & Herbert Bank & Trust
Virginia
$2.35M
GIC
913
Gantzert Investment Company
Illinois
$2.35M +$2.52M +7,280 New
BCP
914
Blue Chip Partners
Michigan
$2.35M -$262K -757 -9%
FLI
915
Family Legacy Inc
South Carolina
$2.35M +$37.3K +108 +2%
OSNBOA
916
Old Second National Bank of Aurora
Illinois
$2.35M +$59.1K +171 +2%
GT
917
Glenview Trust
Kentucky
$2.34M -$33.5K -97 -1%
SFM
918
Signet Financial Management
New Jersey
$2.34M -$126K -366 -5%
KTM
919
Keeler Thomas Management
Utah
$2.34M -$2.78M -8,060 -53%
BA
920
Boston Advisors
Massachusetts
$2.34M -$85.7K -248 -3%
WWM
921
Western Wealth Management
Colorado
$2.33M +$2.51M +7,255 New
CI
922
Capital International
California
$2.33M +$1.14M +3,300 +84%
OCM
923
Orleans Capital Management
Louisiana
$2.32M -$38K -110 -2%
FHC
924
First Heartland Consultants
Missouri
$2.31M +$28K +81 +1%
Lido Advisors
925
Lido Advisors
California
$2.31M +$471K +1,362 +23%

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.