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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
HFM
951
Hartford Financial Management
Connecticut
$2.34M -$20.4K -57 -0.9%
WP
952
WealthSource Partners
California
$2.34M +$332K +930 +18%
DLA
953
Douglas Lane & Associates
New York
$2.33M +$67.6K +189 +3%
OLA
954
Oliver Luxxe Assets
New Jersey
$2.33M +$656K +1,836 +42%
HWA
955
HCR Wealth Advisors
California
$2.32M +$27.5K +77 +1%
GT
956
Greenleaf Trust
Michigan
$2.32M +$114K +320 +6%
Millennium Management
957
Millennium Management
New York
$2.32M -$2.13M -5,967 -49%
BWM
958
Buckley Wealth Management
Nevada
$2.32M -$374K -1,045 -15%
CA
959
Clearstead Advisors
Ohio
$2.31M +$10.7K +30 +0.5%
ED
960
Exane Derivatives
France
$2.29M +$2.15M +6,022 New
EHWM
961
Eads & Heald Wealth Management
Georgia
$2.29M +$32.9K +92 +2%
SNT
962
Security National Trust
West Virginia
$2.28M -$7.51K -21 -0.3%
BRC
963
Bell Rock Capital
Delaware
$2.28M -$9.29K -26 -0.4%
WAM
964
Wealthspire Advisors (Maryland)
Maryland
$2.26M -$330K -922 -13%
SLG
965
Stanley-Laman Group
Pennsylvania
$2.26M -$32.2K -90 -1%
WA
966
WBH Advisory
Maryland
$2.25M -$28.2K -79 -1%
PGIM
967
Pacific Global Investment Management
California
$2.25M -$167K -467 -7%
TFA
968
Toth Financial Advisory
Virginia
$2.25M +$8.22K +23 +0.4%
DPIM
969
Duff & Phelps Investment Management
Illinois
$2.22M +$53.6K +150 +3%
BGDI
970
BW Gestao de Investimentos
Brazil
$2.22M
PCIA
971
Prime Capital Investment Advisors
Kansas
$2.22M +$20.4K +57 +1%
RIM
972
Regent Investment Management
Kentucky
$2.21M -$39.3K -110 -2%
SCM
973
Schnieders Capital Management
California
$2.21M -$64.3K -180 -3%
CHJWM
974
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.21M -$69.3K -194 -3%
ANRIA
975
American National Registered Investment Advisor
Texas
$2.21M

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.