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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
MC
926
Machina Capital
France
$2.78M +$2.14M +5,554 +321%
BHBT
927
Burke & Herbert Bank & Trust
Virginia
$2.77M -$7.7K -20 -0.3%
GLAM
928
Gardner Lewis Asset Management
Pennsylvania
$2.77M +$2.8M +7,263 New
CT
929
Clearstead Trust
Maine
$2.77M +$212K +552 +8%
TFA
930
Toth Financial Advisory
Virginia
$2.76M +$541K +1,405 +24%
MCM
931
Monument Capital Management
Virginia
$2.76M -$118K -306 -4%
CCM
932
Condor Capital Management
New Jersey
$2.76M -$78.9K -205 -3%
RWP
933
RWA Wealth Partners
Massachusetts
$2.75M -$2.3M -5,974 -45%
WPP
934
Whalerock Point Partners
Rhode Island
$2.75M +$587K +1,524 +27%
SFS
935
Strategic Financial Services
New York
$2.75M +$92.4K +240 +3%
RC
936
Roundview Capital
New Jersey
$2.74M -$47.3K -123 -2%
JWM
937
Jupiter Wealth Management
Colorado
$2.74M +$2.77M +7,200 New
BA
938
Boston Advisors
Massachusetts
$2.74M -$30.8K -80 -1%
BWM
939
Buckley Wealth Management
Nevada
$2.73M -$200K -520 -7%
CAM
940
Cresset Asset Management
Illinois
$2.73M +$1.23M +3,188 +80%
CIC
941
Chase Investment Counsel
Virginia
$2.73M +$2.75M +7,152 New
HMS
942
Hanseatic Management Services
New Mexico
$2.71M +$256K +664 +10%
Cerity Partners
943
Cerity Partners
New York
$2.71M -$2.27M -5,891 -45%
FLI
944
Family Legacy Inc
South Carolina
$2.71M -$14.6K -38 -0.5%
SCM
945
Schnieders Capital Management
California
$2.71M -$309K -802 -10%
CCM
946
Compton Capital Management
Rhode Island
$2.71M -$96.2K -250 -3%
HCA
947
Horan Capital Advisors
Ohio
$2.68M -$538K -1,397 -17%
HTC
948
Haverford Trust Company
Pennsylvania
$2.68M -$27.3K -71 -1%
FLPIM
949
F.L. Putnam Investment Management
Massachusetts
$2.67M -$122K -317 -4%
MFS
950
Monetta Financial Services
Illinois
$2.67M

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.