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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
GEA
1176
Glen Eagle Advisors
New Jersey
$1.24M -$77.4K -224 -6%
DBIA
1177
Dumont & Blake Investment Advisors
New Jersey
$1.23M -$97.4K -282 -7%
BCM
1178
BTR Capital Management
California
$1.23M -$10.4K -30 -0.8%
ICM
1179
IMS Capital Management
Oregon
$1.23M +$725K +2,100 +123%
PWM
1180
Perigon Wealth Management
California
$1.23M +$464K +1,342 +66%
AFS
1181
Access Financial Services
Minnesota
$1.22M -$34.5K -100 -3%
BOS
1182
Bingham Osborn & Scarborough
California
$1.22M +$58K +168 +5%
CAM
1183
Covenant Asset Management
New Jersey
$1.22M
FPCP
1184
Fort Point Capital Partners
California
$1.21M -$9.33K -27 -0.7%
PD
1185
Planning Directions
Pennsylvania
$1.21M -$17.3K -50 -1%
PG
1186
Patten Group
Tennessee
$1.21M +$65.6K +190 +5%
FWP
1187
FAS Wealth Partners
Kansas
$1.21M -$82.2K -238 -6%
FMW
1188
Farr Miller & Washington
District of Columbia
$1.2M -$369K -1,069 -22%
MOS
1189
MGO One Seven
Ohio
$1.19M +$507K +1,467 +66%
MA
1190
MONECO Advisors
Connecticut
$1.19M +$1.28M +3,694 New
MIH
1191
Madison Investment Holdings
Wisconsin
$1.19M +$28K +81 +2%
EWM
1192
Edge Wealth Management
New York
$1.19M +$570K +1,650 +81%
CBFP
1193
Cedar Brook Financial Partners
Ohio
$1.18M +$1.27M +3,665 New
EDRIA
1194
Edmonds Duncan Registered Investment Advisors
Kansas
$1.18M
WC
1195
Weil Company
California
$1.18M -$13.8K -40 -1%
PCTC
1196
Perkins Coie Trust Company
Washington
$1.18M -$137K -396 -10%
AF
1197
Aldebaran Financial
$1.18M +$86.4K +250 +7%
MWM
1198
Mission Wealth Management
California
$1.18M +$54.9K +159 +5%
CNC
1199
Citizens & Northern Corp
Pennsylvania
$1.18M +$1.26M +3,642 New
MIFH
1200
Migdal Insurance & Financial Holdings
Israel
$1.17M -$10.1M -29,161 -89%

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.