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
DLA
926
Douglas Lane & Associates
New York
$2.31M +$1.66M +4,800 +203%
WAM
927
Wealthspire Advisors (Maryland)
Maryland
$2.31M -$306K -887 -11%
HTC
928
Haverford Trust Company
Pennsylvania
$2.29M +$10.7K +31 +0.4%
Loomis, Sayles & Company
929
Loomis, Sayles & Company
Massachusetts
$2.28M -$6.76M -19,556 -73%
DAS
930
Dynamic Advisor Solutions
Arizona
$2.27M +$33.5K +97 +2%
BB
931
Busey Bank
Illinois
$2.27M +$40.1K +116 +2%
SSI
932
Scott & Selber Inc
Texas
$2.26M -$106K -306 -4%
MFS
933
Monetta Financial Services
Illinois
$2.26M +$2.42M +7,000 New
SFS
934
Strategic Financial Services
New York
$2.25M +$71.2K +206 +3%
KL
935
KWMG LLC
Kansas
$2.24M +$98.5K +285 +4%
PCIA
936
Prime Capital Investment Advisors
Kansas
$2.24M -$1.98M -5,744 -45%
KF
937
Krilogy Financial
Missouri
$2.24M +$82.2K +238 +4%
DI
938
DAGCO Inc
Ohio
$2.24M +$2.4M +6,947 New
GI
939
GS Investments
Minnesota
$2.23M +$55.3K +160 +2%
CHJWM
940
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.23M -$34.2K -99 -1%
Wealth Enhancement Advisory Services
941
Wealth Enhancement Advisory Services
Minnesota
$2.22M +$1.82M +5,259 +628%
DP
942
Dearborn Partners
Illinois
$2.21M +$797K +2,306 +51%
SIC
943
Shoker Investment Counsel
Ohio
$2.21M -$53.2K -154 -2%
FF
944
Fluent Financial
Texas
$2.19M +$254K +736 +12%
SVWA
945
Sound View Wealth Advisors
Georgia
$2.19M +$2.34M +6,776 New
S
946
SignatureFD
Georgia
$2.17M +$17.3K +50 +0.7%
STA
947
Summit Trail Advisors
New York
$2.17M -$517K -1,497 -18%
NNP
948
Nachman Norwood & Parrott
South Carolina
$2.16M +$2.32M +6,711 New
CT
949
Clearstead Trust
Maine
$2.16M -$503K -1,455 -18%
IAM
950
Integre Asset Management
New York
$2.16M

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.