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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
BCFS
1051
Butensky & Cohen Financial Security
Florida
$1.68M -$3.11K -9 -0.2%
BFA
1052
Bragg Financial Advisors
North Carolina
$1.68M -$21.4K -62 -1%
CHA
1053
Carmichael Hill & Associates
Maryland
$1.68M +$121K +350 +7%
JFA
1054
Johanson Financial Advisors
California
$1.67M +$59.4K +172 +3%
Carson Wealth (CWM LLC)
1055
Carson Wealth (CWM LLC)
Nebraska
$1.67M +$221K +639 +14%
RIM
1056
Rampart Investment Management
Connecticut
$1.66M -$663K -1,918 -27%
FA
1057
FDx Advisors
Illinois
$1.66M -$1.23M -3,562 -41%
GAMC
1058
Garner Asset Management Corp
Texas
$1.66M -$8.64K -25 -0.5%
EP
1059
Edgestream Partners
New Jersey
$1.65M -$3.55M -10,279 -67%
UBG
1060
United Bank (Georgia)
Georgia
$1.64M -$104K -301 -6%
FBA
1061
Front Barnett Associates
Illinois
$1.64M +$691 +2 +0%
Fayez Sarofim & Co
1062
Fayez Sarofim & Co
Texas
$1.63M -$17.3K -50 -1%
TWA
1063
TCI Wealth Advisors
Arizona
$1.62M -$104K -300 -6%
DAM
1064
Diamant Asset Management
Connecticut
$1.61M -$116K -335 -6%
CCC
1065
Chelsea Counsel Company
California
$1.61M
EMG
1066
ETF Managers Group
New Jersey
$1.6M -$143K -414 -8%
WIP
1067
Wellesley Investment Partners
Massachusetts
$1.6M -$20.4K -59 -1%
LA
1068
Legacy Advisors
Pennsylvania
$1.6M +$121K +350 +8%
CWM
1069
Connecticut Wealth Management
Connecticut
$1.6M
BO
1070
Bank OZK
Arkansas
$1.59M -$43.5K -126 -2%
CLOS
1071
Compagnie Lombard Odier SCmA
Switzerland
$1.59M +$498K +1,442 +41%
BC
1072
Brinker Capital
Pennsylvania
$1.58M +$61.1K +177 +4%
EWM
1073
Evercore Wealth Management
New York
$1.58M -$1.04K -3 -0.1%
GVAG
1074
Great Valley Advisor Group
Delaware
$1.58M +$2.37M +6,866 New
SCG
1075
Sonata Capital Group
Washington
$1.57M +$3.11K +9 +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.