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
PCTC
1001
Perkins Coie Trust Company
Washington
$2.08M +$160K +447 +9%
MFG
1002
Monte Financial Group
Connecticut
$2.08M -$3.22K -9 -0.2%
PVWM
1003
Point View Wealth Management
New Jersey
$2.07M -$260K -726 -12%
SS
1004
Simplicity Solutions
Minnesota
$2.07M +$389K +1,088 +25%
Wealth Enhancement Advisory Services
1005
Wealth Enhancement Advisory Services
Minnesota
$2.07M -$279K -780 -12%
GC
1006
Garde Capital
Washington
$2.06M +$165K +461 +9%
WCM
1007
Whitener Capital Management
North Carolina
$2.06M +$197K +550 +11%
UBG
1008
United Bank (Georgia)
Georgia
$2.06M +$173K +485 +10%
PK
1009
Pflug Koory
Nebraska
$2.05M +$10.7K +30 +0.6%
SIC
1010
Shoker Investment Counsel
Ohio
$2.05M +$26.8K +75 +1%
AFS
1011
Access Financial Services
Minnesota
$2.05M +$28.2K +79 +1%
WSFS
1012
Wilmington Savings Fund Society
Delaware
$2.04M +$14.7K +41 +0.8%
WJWM
1013
Williams Jones Wealth Management
New York
$2.04M +$1.91M +5,349 New
LP
1014
LMR Partners
United Kingdom
$2.03M +$127K +356 +7%
CGL
1015
Clarius Group LLC
Washington
$2.03M +$185K +518 +11%
FFA
1016
First Foundation Advisors
California
$2.03M +$108K +301 +6%
FHA
1017
First Horizon Advisors
Tennessee
$2.02M -$91.9K -257 -5%
BMO
1018
Beck Mack & Oliver
New York
$2.02M +$143K +400 +8%
CHAM
1019
Clear Harbor Asset Management
Connecticut
$2.02M +$157K +440 +9%
MC
1020
Martin & Co
Tennessee
$2.01M -$22.9K -64 -1%
FBB
1021
Fulton Breakefield Broenniman
Maryland
$2.01M +$1.89M +5,277 New
IA
1022
IFG Advisory
Georgia
$2M -$124K -346 -6%
TCOO
1023
Trust Company of Oklahoma
Oklahoma
$1.99M +$5.36K +15 +0.3%
BP
1024
BBR Partners
New York
$1.99M -$26.8K -75 -1%
SCA
1025
Sander Capital Advisors
Washington
$1.98M +$1.86M +5,213 New

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.