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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
PMG
1026
ProVise Management Group
Florida
$1.8M -$242K -700 -11%
SC
1027
Sepio Capital
Utah
$1.8M +$1.93M +5,575 New
TCOO
1028
Trust Company of Oklahoma
Oklahoma
$1.79M -$97.1K -281 -5%
CT
1029
Cambridge Trust
Massachusetts
$1.79M +$31.1K +90 +2%
OFG
1030
OmniStar Financial Group
North Carolina
$1.78M -$65.6K -190 -3%
ITIM
1031
Indiana Trust & Investment Management
Indiana
$1.76M -$118K -343 -6%
CAMG
1032
CWA Asset Management Group
Florida
$1.76M +$839K +2,428 +80%
GPA
1033
Garrison Point Advisors
California
$1.76M +$1.88M +5,444 New
VCAM
1034
Van Cleef Asset Management
Ohio
$1.74M +$166K +480 +10%
GIA
1035
Guyasuta Investment Advisors
Pennsylvania
$1.74M +$102K +295 +6%
SIAP
1036
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.74M +$1.49M +4,301 +398%
BFEC
1037
Benjamin F. Edwards & Company
Missouri
$1.73M +$148K +429 +9%
AC
1038
Alexandria Capital
Virginia
$1.72M
DAC
1039
Dividend Assets Capital
South Carolina
$1.72M -$104K -300 -5%
CMO
1040
Covenant Multifamily Offices
Texas
$1.71M +$1.84M +5,312 New
MC
1041
Martin & Co
Tennessee
$1.71M -$25.9K -75 -1%
WSC
1042
Wellington Shields & Co
New York
$1.7M +$294K +850 +19%
FAN
1043
Financial Advisors Network
California
$1.7M +$1.82M +5,272 New
AT
1044
Arden Trust
Delaware
$1.7M +$1.04K +3 +0.1%
OAMU
1045
Ostrum Asset Management US
New York
$1.7M +$1.82M +5,255 New
WEC
1046
Winslow Evans & Crocker
Massachusetts
$1.69M +$375K +1,086 +26%
MBTD
1047
Mechanics Bank - Trust Department
California
$1.69M -$12.1K -35 -0.7%
PK
1048
Pflug Koory
Nebraska
$1.69M
HBT
1049
Hills Bank & Trust
Iowa
$1.69M +$1.12M +3,239 +163%
DBRC
1050
D.B. Root & Company
Pennsylvania
$1.68M -$18.3K -53 -1%

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.