We are live on ! Find out more

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
BMC
976
Beaton Management Company
Massachusetts
$2.21M +$182K +508 +10%
CNC
977
Citizens & Northern Corp
Pennsylvania
$2.21M +$338K +946 +20%
PTC
978
Private Trust Company
Ohio
$2.2M +$65.4K +183 +3%
ST
979
Smithfield Trust
Pennsylvania
$2.19M +$262K +734 +15%
RC
980
Roundview Capital
New Jersey
$2.17M +$44.7K +125 +2%
GIA
981
Guyasuta Investment Advisors
Pennsylvania
$2.17M +$143K +400 +8%
IA
982
Icon Advisers
Colorado
$2.16M -$572K -1,600 -22%
DAC
983
Dividend Assets Capital
South Carolina
$2.16M
BCI
984
Brinker Capital Investments
Pennsylvania
$2.16M -$250K -699 -11%
PI
985
PHH Investments
Texas
$2.16M +$168K +469 +9%
TC
986
Telemus Capital
Michigan
$2.15M +$74.3K +208 +4%
CWM
987
Confluence Wealth Management
Oregon
$2.15M -$5.72K -16 -0.3%
BEC
988
Blue Edge Capital
Virginia
$2.15M -$10K -28 -0.5%
BAM
989
Belpointe Asset Management
Nevada
$2.14M -$295K -825 -13%
HCA
990
Harbour Capital Advisors
Virginia
$2.14M +$109K +304 +6%
Boston Partners
991
Boston Partners
Massachusetts
$2.14M -$328M -917,292 -99%
CCA
992
Checchi Capital Advisers
California
$2.13M -$144K -403 -7%
JWM
993
Jupiter Wealth Management
Colorado
$2.13M -$372K -1,040 -16%
GVAG
994
Great Valley Advisor Group
Delaware
$2.11M -$280K -784 -12%
BCA
995
Bray Capital Advisors
Florida
$2.11M -$39K -109 -2%
CWS
996
Cypress Wealth Services
California
$2.11M -$103K -288 -5%
ESB
997
Essex Savings Bank
Connecticut
$2.1M -$755K -2,112 -28%
TCOT
998
Trust Company of Toledo
Ohio
$2.09M +$162K +453 +9%
SFM
999
Soros Fund Management
New York
$2.09M +$1.97M +5,500 New
CWM
1000
Connecticut Wealth Management
Connecticut
$2.08M +$3.93K +11 +0.2%

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.