We are live on ! Find out more

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
BPM
1001
Bowling Portfolio Management
Ohio
$1.89M -$5.18M -15,004 -72%
EHWM
1002
Eads & Heald Wealth Management
Georgia
$1.89M +$41.1K +119 +2%
TSS
1003
Two Sigma Securities
New York
$1.89M +$49.4K +143 +3%
TFA
1004
Toth Financial Advisory
Virginia
$1.88M
SFA
1005
Sequoia Financial Advisors
Ohio
$1.88M +$420K +1,217 +26%
CP
1006
Cumberland Partners
Ontario, Canada
$1.87M -$907K -2,626 -31%
EWM
1007
Empirical Wealth Management
Washington
$1.87M +$378K +1,093 +23%
HCA
1008
Harbour Capital Advisors
Virginia
$1.87M -$6.56K -19 -0.3%
REMPR
1009
Roof Eidam Maycock Peralta (REMP)
California
$1.87M
LWAC
1010
Laurel Wealth Advisors (California)
California
$1.86M -$492K -1,424 -20%
SNT
1011
Security National Trust
West Virginia
$1.85M -$29.4K -85 -1%
PWAG
1012
Polaris Wealth Advisory Group
California
$1.85M +$64.3K +186 +3%
PTC
1013
Private Trust Company
Ohio
$1.85M +$170K +492 +9%
JG
1014
Jefferies Group
New York
$1.85M -$6.8M -19,675 -77%
HWA
1015
HCR Wealth Advisors
California
$1.84M -$15.2K -44 -0.8%
GH
1016
GAM Holding
Switzerland
$1.84M +$442K +1,279 +34%
DPIM
1017
Duff & Phelps Investment Management
Illinois
$1.83M
CWM
1018
Confluence Wealth Management
Oregon
$1.83M +$37.3K +108 +2%
WPP
1019
Whalerock Point Partners
Rhode Island
$1.83M -$13.1K -38 -0.7%
BP
1020
BBR Partners
New York
$1.82M +$23.5K +68 +1%
CCG
1021
Ceeto Capital Group
Florida
$1.81M -$173K -500 -8%
PI
1022
PHH Investments
Texas
$1.81M -$110K -317 -5%
LW
1023
Linscomb Wealth
Texas
$1.8M +$93.3K +270 +5%
IP
1024
Investment Partners
Ohio
$1.8M -$34.5K -100 -2%
CCA
1025
Checchi Capital Advisers
California
$1.8M -$316K -915 -14%

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.