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
LFAS
1126
Level Four Advisory Services
Texas
$1.39M -$1.32M -3,824 -47%
BTW
1127
Boston Trust Walden
Massachusetts
$1.39M +$242K +700 +19%
MAM
1128
Meeder Asset Management
Ohio
$1.39M -$11.5M -33,341 -89%
AP
1129
Appleton Partners
Massachusetts
$1.38M -$3.46K -10 -0.2%
ACM
1130
Alpha Capital Management
Texas
$1.38M +$1.48M +4,279 New
DJSG
1131
D.J. St. Germain
Massachusetts
$1.38M
PC
1132
Palo Capital
California
$1.38M -$39.7K -115 -3%
ATC
1133
Adirondack Trust Company
New York
$1.37M +$12.8K +37 +0.9%
Jones Financial Companies
1134
Jones Financial Companies
Missouri
$1.37M +$649K +1,878 +79%
SHCM
1135
Stokes & Hubbell Capital Management
Louisiana
$1.37M +$25.9K +75 +2%
AF
1136
Arrow Financial
New York
$1.37M +$41.5K +120 +3%
RFM
1137
Royal Fund Management
Florida
$1.36M -$979K -2,833 -40%
HI
1138
Hudock Inc
Pennsylvania
$1.36M -$82.9K -240 -5%
AFA
1139
Abacus FCF Advisors
Florida
$1.35M +$1.45M +4,200 New
IAS
1140
IMA Advisory Services
Colorado
$1.35M -$5.87K -17 -0.4%
KWM
1141
Kingsview Wealth Management
Oregon
$1.35M -$85.7K -248 -6%
MSA
1142
Marino Stram & Associates
Massachusetts
$1.35M +$1.04K +3 +0.1%
DI
1143
DFPG Investments
Utah
$1.34M +$1.44M +4,155 New
MWM
1144
Merriman Wealth Management
Washington
$1.33M +$19K +55 +1%
HFM
1145
Harvest Fund Management
China
$1.33M -$294K -852 -17%
WA
1146
WealthTrust Axiom
Pennsylvania
$1.33M +$17.3K +50 +1%
BCM
1147
Brookstone Capital Management
Illinois
$1.33M -$104K -302 -7%
TA
1148
TFG Advisers
Michigan
$1.32M +$1.42M +4,110 New
IA
1149
Icon Advisers
Colorado
$1.32M
CC
1150
Cadinha & Co
Hawaii
$1.31M -$12.4M -35,858 -90%

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.