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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
RSWM
901
Robertson Stephens Wealth Management
California
$2.64M +$2.48M +6,942 New
Acadian Asset Management
902
Acadian Asset Management
Massachusetts
$2.63M +$2.47M +6,917 New
FG
903
Fiduciary Group
Georgia
$2.62M +$248K +695 +11%
TRCT
904
Tower Research Capital (TRC)
New York
$2.62M -$3.15M -8,812 -56%
EFS
905
Essex Financial Services
Connecticut
$2.62M -$5.63M -15,763 -70%
WC
906
Westhampton Capital
North Carolina
$2.61M +$118K +330 +5%
WP
907
WealthPLAN Partners
Nebraska
$2.61M +$21.8K +61 +0.9%
WWM
908
Western Wealth Management
Colorado
$2.6M +$130K +365 +6%
TVWM
909
Tower View Wealth Management
Wisconsin
$2.59M +$41.1K +115 +2%
LFAS
910
Level Four Advisory Services
Texas
$2.59M +$85.4K +239 +4%
WCM
911
Wunderlich Capital Managemnt
Tennessee
$2.59M +$3.93K +11 +0.2%
PFSC
912
Peoples Financial Services Corp
Pennsylvania
$2.58M +$21.8K +61 +0.9%
NAM
913
NTV Asset Management
West Virginia
$2.58M
RPC
914
Rossmore Private Capital
Connecticut
$2.56M -$2.5K -7 -0.1%
VCWA
915
Vanguard Capital Wealth Advisors
Colorado
$2.56M +$10.4K +29 +0.4%
GIM
916
Goelzer Investment Management
Indiana
$2.55M -$93.7K -262 -4%
IAM
917
Integre Asset Management
New York
$2.55M
HAM
918
Highstreet Asset Management
Ontario, Canada
$2.55M -$944K -2,642 -28%
NEI
919
Northwest & Ethical Investments
Ontario, Canada
$2.54M
PTC
920
Philadelphia Trust Company
Pennsylvania
$2.53M +$98.3K +275 +4%
CCM
921
Compton Capital Management
Rhode Island
$2.53M -$181K -505 -7%
DI
922
DAGCO Inc
Ohio
$2.52M -$35.4K -99 -1%
NNP
923
Nachman Norwood & Parrott
South Carolina
$2.52M +$65.1K +182 +3%
GI
924
GS Investments
Minnesota
$2.51M -$17.9K -50 -0.8%
CBA
925
Coastal Bridge Advisors
Connecticut
$2.5M +$5.72K +16 +0.2%

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.