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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
RIA
1076
Realta Investment Advisors
Delaware
$1.8M -$119K -332 -7%
ECM
1077
Evergreen Capital Management
Washington
$1.8M +$481K +1,346 +40%
RFM
1078
Royal Fund Management
Florida
$1.8M +$23.6K +66 +1%
KWM
1079
Kingsview Wealth Management
Oregon
$1.8M +$57.2K +160 +4%
CCG
1080
Ceeto Capital Group
Florida
$1.79M
WCG
1081
Weaver Consulting Group
California
$1.79M
BSAM
1082
Blue Square Asset Management
New York
$1.79M +$1.68M +4,697 New
TA
1083
TFG Advisers
Michigan
$1.78M +$41.1K +115 +3%
GCM
1084
Gladius Capital Management
Illinois
$1.78M +$105K +294 +7%
CFA
1085
Cahill Financial Advisors
Minnesota
$1.78M +$13.6K +38 +0.8%
CA
1086
Calton & Associates
Florida
$1.78M +$51.1K +143 +3%
TWA
1087
TCI Wealth Advisors
Arizona
$1.77M -$92.9K -260 -5%
RCG
1088
Rock Creek Group
District of Columbia
$1.77M +$626K +1,750 +60%
AA
1089
Altman Advisors
Illinois
$1.77M +$48.3K +135 +3%
CC
1090
Cedar Capital
Illinois
$1.76M +$90.1K +252 +6%
MSA
1091
Marino Stram & Associates
Massachusetts
$1.76M -$13.2K -37 -0.8%
WEC
1092
Winslow Evans & Crocker
Massachusetts
$1.76M -$119K -334 -7%
DP
1093
DSAM Partners
United Kingdom
$1.75M +$1.65M +4,608 New
BDS
1094
Banco de Sabadell
Florida
$1.75M -$504K -1,411 -24%
SOAMC
1095
Spirit of America Management Corp
New York
$1.75M
BPM
1096
Bowling Portfolio Management
Ohio
$1.74M -$87.6K -245 -5%
ICM
1097
IMS Capital Management
Oregon
$1.73M +$462K +1,293 +40%
TFS
1098
TrustCore Financial Services
Tennessee
$1.73M +$37.5K +105 +2%
BHIA
1099
Birch Hill Investment Advisors
Massachusetts
$1.73M
SCM
1100
SOL Capital Management
Maryland
$1.72M

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.