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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
GIM
951
Goelzer Investment Management
Indiana
$2.15M -$4.49K -13 -0.2%
PFSC
952
Peoples Financial Services Corp
Pennsylvania
$2.15M -$121K -350 -5%
ICP
953
Ironvine Capital Partners
Nebraska
$2.15M -$4.49K -13 -0.2%
PFS
954
Prospera Financial Services
Texas
$2.14M +$48.7K +141 +2%
LNC
955
Lincoln National Corp
Pennsylvania
$2.14M +$44.6K +129 +2%
NEI
956
Northwest & Ethical Investments
Ontario, Canada
$2.13M
CI
957
Cavalier Investments
Georgia
$2.13M
FCH
958
Freestone Capital Holdings
Washington
$2.11M +$471K +1,362 +26%
MGIA
959
Moneta Group Investment Advisors
Missouri
$2.11M +$46.3K +134 +2%
SNB
960
Security National Bank
Nebraska
$2.11M +$77.4K +224 +4%
RPC
961
Rossmore Private Capital
Connecticut
$2.1M +$145K +420 +7%
CCP
962
Corient Capital Partners
California
$2.1M +$300K +867 +15%
HMS
963
Hanseatic Management Services
New Mexico
$2.08M -$375K -1,086 -14%
TVWM
964
Tower View Wealth Management
Wisconsin
$2.07M +$1.09M +3,143 +96%
KA
965
Kovack Advisors
Florida
$2.07M -$17.3K -50 -0.8%
FG
966
Fiduciary Group
Georgia
$2.06M -$23.8K -69 -1%
PFA
967
Pure Financial Advisors
California
$2.06M +$1.39M +4,033 +170%
LHC
968
Little House Capital
Massachusetts
$2.06M +$2.21M +6,387 New
JWBC
969
J.W. Burns & Co
New York
$2.05M +$231K +670 +12%
WAM
970
Wallington Asset Management
Indiana
$2.04M -$34.5K -100 -2%
FSA
971
Franklin Street Advisors
North Carolina
$2.03M
RG
972
Rikoon Group
New Mexico
$2.02M +$137K +397 +7%
WSFS
973
Wilmington Savings Fund Society
Delaware
$2.02M +$29K +84 +1%
FHA
974
Flagship Harbor Advisors
Massachusetts
$2.02M +$60.1K +174 +3%
PVWM
975
Point View Wealth Management
New Jersey
$2M -$2.42K -7 -0.1%

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.