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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
RM
1101
Resource Management
Louisiana
$1.47M +$63.2K +183 +4%
CIM
1102
Cambria Investment Management
California
$1.47M -$216K -626 -12%
SCM
1103
SOL Capital Management
Maryland
$1.47M +$89.8K +260 +6%
CT
1104
Coastline Trust
Rhode Island
$1.47M
RCAG
1105
Rehmann Capital Advisory Group
Michigan
$1.46M -$8.64K -25 -0.5%
BRA
1106
Bender Robert & Associates
California
$1.46M -$13.1K -38 -0.8%
MSAM
1107
Moloney Securities Asset Management
Missouri
$1.46M +$101K +292 +7%
CA
1108
Clearstead Advisors
Ohio
$1.45M +$136K +395 +10%
SDWIA
1109
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.45M +$1.55M +4,496 New
TIP
1110
Torray Investment Partners
Maryland
$1.45M -$161K -466 -9%
ACM
1111
Advisors Capital Management
New Jersey
$1.44M +$167K +483 +12%
ACA
1112
Anchor Capital Advisors
Massachusetts
$1.44M +$112K +325 +8%
FL
1113
Fort LP
Maryland
$1.42M +$712K +2,060 +88%
FSC
1114
Full Sail Capital
Oklahoma
$1.42M +$1.52M +4,399 New
DWT
1115
Dorsey & Whitney Trust
South Dakota
$1.42M -$28.7K -83 -2%
FANJ
1116
Financial Architects (New Jersey)
New Jersey
$1.42M -$11.1K -32 -0.7%
GT
1117
Greenleaf Trust
Michigan
$1.41M -$46.3K -134 -3%
SP
1118
Symmetry Partners
Connecticut
$1.41M +$1.51M +4,377 New
MHIC
1119
Marble Harbor Investment Counsel
Massachusetts
$1.41M
GRP
1120
Global Retirement Partners
California
$1.41M +$566K +1,637 +60%
BFC
1121
Blue Fin Capital
Rhode Island
$1.41M +$5.18K +15 +0.3%
ESB
1122
Essex Savings Bank
Connecticut
$1.4M +$1.5M +4,348 New
SRSA
1123
S.R. Schill & Associates
Washington
$1.4M -$267K -772 -15%
EHC
1124
Everett Harris & Co
California
$1.39M +$176K +510 +13%
LP
1125
LMR Partners
United Kingdom
$1.39M +$1.49M +4,313 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.