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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
LNB
1151
Ledyard National Bank
$1.31M -$8.64K -25 -0.6%
PPSG
1152
Princeton Portfolio Strategies Group
New Jersey
$1.31M -$13.8K -40 -1%
CB
1153
Community Bank
New York
$1.31M -$23.1K -67 -2%
ECM
1154
Evergreen Capital Management
Washington
$1.31M +$195K +564 +16%
FCFC
1155
First Commonwealth Financial Corp
Pennsylvania
$1.3M -$256K -740 -15%
MIC
1156
Means Investment Company
Maine
$1.3M +$1.39M +4,033 New
AWM
1157
Alterna Wealth Management
Texas
$1.3M +$2.27M +6,561 New
GAG
1158
GM Advisory Group
New York
$1.29M -$123K -356 -8%
VIM
1159
Vista Investment Management
Pennsylvania
$1.28M -$18.7K -54 -1%
FAG
1160
Financial Advisory Group
Texas
$1.28M -$34.5K -100 -2%
DC
1161
DeDora Capital
California
$1.28M -$21.8K -63 -2%
CAM
1162
Cresset Asset Management
Illinois
$1.28M +$1.37M +3,966 New
MHS
1163
M Holdings Securities
Oregon
$1.28M +$181K +525 +15%
AF
1164
Allworth Financial
California
$1.28M +$20K +58 +1%
CC
1165
Cedar Capital
Illinois
$1.28M -$243K -702 -15%
IBOK
1166
Independence Bank of Kentucky
Kentucky
$1.27M -$99.2K -287 -7%
CFGS
1167
Concourse Financial Group Securities
Alabama
$1.27M +$795K +2,301 +141%
KFGK
1168
Keystone Financial Group (Kentucky)
Kentucky
$1.27M +$73.2K +212 +6%
BCI
1169
Brinker Capital Investments
Pennsylvania
$1.25M +$1.29M +3,725 +2,271%
IEFM
1170
IQ EQ Fund Management
Ireland
$1.25M -$85.7K -248 -6%
MPI
1171
Mairs & Power Inc
Minnesota
$1.25M
WIM
1172
Westside Investment Management
California
$1.25M -$32.1K -93 -2%
TA
1173
Tiedemann Advisors
New York
$1.25M +$44.6K +129 +3%
MIP
1174
Marietta Investment Partners
Wisconsin
$1.25M +$2.76K +8 +0.2%
LRPA
1175
L. Roy Papp & Associates
Arizona
$1.24M -$25.9K -75 -2%

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.