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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
GSWM
1051
Golden State Wealth Management
California
$1.9M -$210K -588 -11%
DAM
1052
Diamant Asset Management
Connecticut
$1.9M
FAN
1053
Financial Advisors Network
California
$1.9M +$51.8K +145 +3%
BFA
1054
Bragg Financial Advisors
North Carolina
$1.89M -$19.3K -54 -1%
CHA
1055
Carmichael Hill & Associates
Maryland
$1.89M -$15.7K -44 -0.9%
GPA
1056
Garrison Point Advisors
California
$1.89M -$1.79K -5 -0.1%
IBOK
1057
Independence Bank of Kentucky
Kentucky
$1.89M +$57.9K +162 +3%
Jones Financial Companies
1058
Jones Financial Companies
Missouri
$1.88M -$39.3K -110 -2%
ITIM
1059
Indiana Trust & Investment Management
Indiana
$1.88M -$77.2K -216 -4%
TIP
1060
Torray Investment Partners
Maryland
$1.88M +$17.5K +49 +1%
CPIG
1061
Chicago Partners Investment Group
Illinois
$1.87M -$899K -2,516 -32%
SIC
1062
Salem Investment Counselors
North Carolina
$1.87M +$570K +1,595 +48%
Fayez Sarofim & Co
1063
Fayez Sarofim & Co
Texas
$1.87M -$127K -354 -7%
STA
1064
Summit Trail Advisors
New York
$1.86M +$39K +109 +2%
FA
1065
FDx Advisors
Illinois
$1.86M -$143K -401 -8%
AF
1066
Arrow Financial
New York
$1.85M +$24.7K +69 +1%
QCM
1067
Quadrant Capital Management
New Jersey
$1.84M -$8.94K -25 -0.5%
SCG
1068
Sonata Capital Group
Washington
$1.84M +$25K +70 +1%
MCC
1069
Malaga Cove Capital
California
$1.83M +$8.58K +24 +0.5%
WSCM
1070
Wellington Shields Capital Management
New York
$1.83M -$200K -560 -10%
DWT
1071
Dorsey & Whitney Trust
South Dakota
$1.82M +$142K +397 +9%
EWM
1072
Edge Wealth Management
New York
$1.82M +$60.4K +169 +4%
ANB
1073
Amarillo National Bank
Texas
$1.82M
CCM
1074
Cribstone Capital Management
Maine
$1.81M -$89.4K -250 -5%
AF
1075
Alerus Financial
North Dakota
$1.81M -$1.41M -3,940 -45%

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.