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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
JIC
976
Joel Isaacson & Co
New York
$1.99M +$453K +1,311 +30%
BFM
977
Boston Financial Management
Massachusetts
$1.99M +$21.1K +61 +1%
PA
978
Parallel Advisors
California
$1.98M +$197K +570 +10%
IA
979
IFG Advisory
Georgia
$1.98M -$41.8K -121 -2%
Credit Agricole
980
Credit Agricole
France
$1.98M +$575K +1,665 +37%
HFM
981
Hartford Financial Management
Connecticut
$1.98M +$12.4K +36 +0.6%
BIA
982
Biondo Investment Advisors
Pennsylvania
$1.98M +$2.12M +6,130 New
MCM
983
Maryland Capital Management
Maryland
$1.98M +$721K +2,086 +52%
MFBTD
984
MB Financial Bank - Trust Department
Illinois
$1.98M -$195K -563 -8%
GCAC
985
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.96M -$134K -387 -6%
CFG
986
Cooper Financial Group
California
$1.96M +$2.1M +6,081 New
BAM
987
Belpointe Asset Management
Nevada
$1.96M +$157K +455 +8%
BS
988
Boenning & Scattergood
Pennsylvania
$1.95M +$20K +58 +1%
GP
989
Greenline Partners
New York
$1.94M
AWCI
990
Alpine Woods Capital Investors
New York
$1.94M
WMC
991
Westwood Management Corporation
Illinois
$1.94M
CWP
992
Capital Wealth Planning
Florida
$1.93M +$13.8K +40 +0.7%
MCM
993
Manchester Capital Management
Vermont
$1.93M
SOAMC
994
Spirit of America Management Corp
New York
$1.92M
SLG
995
Stanley-Laman Group
Pennsylvania
$1.91M -$252K -728 -11%
KIG
996
Kessler Investment Group
Indiana
$1.9M -$36.6K -106 -2%
AB
997
AT Bancorp
Iowa
$1.9M -$7.6K -22 -0.4%
NFG
998
Next Financial Group
Texas
$1.89M +$1.13M +3,266 +125%
CWM
999
Chesapeake Wealth Management
Virginia
$1.89M -$26.6K -77 -1%
NQWM
1000
Northwest Quadrant Wealth Management
Oregon
$1.89M +$4.15K +12 +0.2%

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.