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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
FAG
1151
Financial Advisory Group
Texas
$1.53M
CCC
1152
Chelsea Counsel Company
California
$1.53M -$303K -849 -17%
TBA
1153
Tower Bridge Advisors
Pennsylvania
$1.53M +$592K +1,655 +61%
CI
1154
Clal Insurance
Israel
$1.52M
SACTSONJ
1155
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.52M
MWP
1156
MYCIO Wealth Partners
Pennsylvania
$1.52M +$143K +400 +11%
WC
1157
Weil Company
California
$1.51M
SFSG
1158
Stearns Financial Services Group
North Carolina
$1.51M +$341K +955 +32%
MCM
1159
McKinley Capital Management
Alaska
$1.5M -$89K -249 -6%
FCA
1160
FLC Capital Advisors
California
$1.5M +$44.7K +125 +3%
CTA
1161
Colonial Trust Advisors
South Carolina
$1.49M +$164K +460 +13%
MIP
1162
Marietta Investment Partners
Wisconsin
$1.48M
LCC
1163
Lincoln Capital Corp
Rhode Island
$1.48M +$213K +595 +18%
BFC
1164
Blue Fin Capital
Rhode Island
$1.48M -$134K -375 -9%
DAM
1165
Doheny Asset Management
California
$1.48M +$447K +1,250 +47%
FDS
1166
Freedom Day Solutions
Texas
$1.47M -$201K -561 -13%
BO
1167
Bank OZK
Arkansas
$1.46M -$151K -422 -10%
PAS
1168
Park Avenue Securities
New York
$1.46M +$390K +1,090 +40%
DBIA
1169
Dumont & Blake Investment Advisors
New Jersey
$1.46M
WCF
1170
West Coast Financial
California
$1.46M +$35.7K +100 +3%
SHA
1171
Seneca House Advisors
Virginia
$1.45M -$30K -84 -2%
BCM
1172
BTR Capital Management
California
$1.44M -$35.7K -100 -3%
BWP
1173
Bernardo Wealth Planning
Pennsylvania
$1.44M -$193K -541 -12%
SWA
1174
SFMG Wealth Advisors
Texas
$1.44M -$34.7K -97 -3%
AIC
1175
Archer Investment Corporation
Indiana
$1.44M +$1.43M +3,993 +106%

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.