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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
MSAM
926
Moloney Securities Asset Management
Missouri
$2.49M -$40.4K -113 -2%
MGIA
927
Moneta Group Investment Advisors
Missouri
$2.48M +$342K +957 +17%
CG
928
Cutler Group
California
$2.48M -$4.11M -11,495 -64%
HCA
929
Horan Capital Advisors
Ohio
$2.48M -$93.3K -261 -4%
BCFS
930
Butensky & Cohen Financial Security
Florida
$2.48M +$185K +517 +9%
CFA
931
Carroll Financial Associates
North Carolina
$2.47M +$356K +995 +18%
MIC
932
Means Investment Company
Maine
$2.47M +$408K +1,142 +19%
AIL
933
AGF Investments LLC
Ontario, Canada
$2.47M -$1.99M -5,557 -46%
PA
934
Parallel Advisors
California
$2.46M +$162K +454 +8%
CF
935
Centaurus Financial
California
$2.45M -$736K -2,060 -24%
WFG
936
Wills Financial Group
Virginia
$2.44M -$577K -1,615 -20%
BFM
937
Boston Financial Management
Massachusetts
$2.44M +$35.7K +100 +2%
IWS
938
Insight Wealth Strategies
California
$2.44M +$321K +898 +16%
CAMG
939
CWA Asset Management Group
Florida
$2.44M +$118K +329 +5%
DWM
940
Destination Wealth Management
California
$2.43M -$463K -1,296 -17%
SB
941
Strategic Blueprint
Georgia
$2.41M +$8.94K +25 +0.4%
MOS
942
MGO One Seven
Ohio
$2.41M +$777K +2,173 +52%
JFGIW
943
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.4M +$384K +1,075 +21%
RT
944
Rockland Trust
Massachusetts
$2.4M +$575K +1,609 +33%
NP
945
NorthRock Partners
Minnesota
$2.4M -$153K -427 -6%
DP
946
Dearborn Partners
Illinois
$2.38M +$174K +487 +8%
CS
947
Comerica Securities
Michigan
$2.38M -$1.03M -2,872 -31%
WAM
948
Wallington Asset Management
Indiana
$2.37M -$1.79K -5 -0.1%
BCP
949
Blue Chip Partners
Michigan
$2.36M +$37.2K +104 +2%
SIC
950
SFE Investment Counsel
California
$2.34M

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.