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
VHAM
1076
Van Hulzen Asset Management
California
$1.57M +$371K +1,075 +28%
TCOT
1077
Trust Company of Toledo
Ohio
$1.57M +$27.3K +79 +2%
WC
1078
Woodstock Corp
Massachusetts
$1.57M -$311K -900 -16%
CWS
1079
Cypress Wealth Services
California
$1.57M -$76K -220 -4%
BAS
1080
Brown Advisory Securities
Maryland
$1.57M +$214K +620 +15%
CFA
1081
Cahill Financial Advisors
Minnesota
$1.56M -$2.42K -7 -0.1%
LIC
1082
Lodestar Investment Counsel
Illinois
$1.56M +$203K +588 +14%
SA
1083
Strategic Advisors
New York
$1.55M -$87.4K -253 -5%
ANB
1084
Amarillo National Bank
Texas
$1.55M -$23.8K -69 -1%
HIIFS
1085
Harel Insurance Investments & Financial Services
Israel
$1.53M -$463K -1,340 -22%
BSPF
1086
British Steel Pension Fund
United Kingdom
$1.53M +$1.42M +4,118 New
QCM
1087
Quadrant Capital Management
New Jersey
$1.53M +$1.64M +4,745 New
LMAM
1088
Legg Mason Asset Management
Japan
$1.52M -$380K -1,100 -19%
CK
1089
Cohen Klingenstein
New York
$1.52M
CCM
1090
Cribstone Capital Management
Maine
$1.51M +$42.1K +122 +3%
ST
1091
Smithfield Trust
Pennsylvania
$1.51M -$12.8K -37 -0.8%
BHIA
1092
Birch Hill Investment Advisors
Massachusetts
$1.51M -$11.1K -32 -0.7%
PWMAG
1093
Pinnacle Wealth Management Advisory Group
New Jersey
$1.5M -$22.1K -64 -1%
CA
1094
Calton & Associates
Florida
$1.5M -$191K -553 -11%
BMC
1095
Beaton Management Company
Massachusetts
$1.5M -$51.8K -150 -3%
AQA
1096
Alpha Quant Advisors
Texas
$1.5M +$1.6M +4,637 New
WCF
1097
West Coast Financial
California
$1.49M -$3.93M -11,370 -71%
GI
1098
Gradient Investments
Minnesota
$1.48M +$218K +631 +16%
RT
1099
Rockland Trust
Massachusetts
$1.48M +$1.06M +3,078 +202%
ACM
1100
Allred Capital Management
Texas
$1.48M +$1.59M +4,591 New

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.