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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
GAG
1176
GM Advisory Group
New York
$1.43M -$25K -70 -2%
CTA
1177
Chesley Taft & Associates
Illinois
$1.43M +$958K +2,680 +251%
TC
1178
Trust Company
Kansas
$1.42M -$1.2M -3,347 -47%
IWC
1179
Integrated Wealth Concepts
Massachusetts
$1.42M +$151K +422 +13%
VCA
1180
Verdence Capital Advisors
Maryland
$1.42M +$296K +828 +29%
CB
1181
Community Bank
New York
$1.42M -$16.1K -45 -1%
CT
1182
Chicago Trust
Illinois
$1.41M -$37.2K -104 -3%
PG
1183
Patten Group
Tennessee
$1.41M -$19.7K -55 -1%
EHC
1184
Everett Harris & Co
California
$1.4M -$280K -782 -17%
EWA
1185
Exencial Wealth Advisors
Oklahoma
$1.4M -$21.1K -59 -2%
DI
1186
Diligent Investors
California
$1.4M +$77.2K +216 +6%
SFSIG
1187
San Francisco Sentry Investment Group
California
$1.39M +$3.93K +11 +0.3%
SRC
1188
Shufro Rose & Co
New York
$1.39M +$35.7K +100 +3%
EDRIA
1189
Edmonds Duncan Registered Investment Advisors
Kansas
$1.39M
DBRC
1190
D.B. Root & Company
Pennsylvania
$1.39M -$454K -1,270 -26%
PPSG
1191
Princeton Portfolio Strategies Group
New Jersey
$1.39M -$71.5K -200 -5%
CCM
1192
Chickasaw Capital Management
Tennessee
$1.39M +$53.6K +150 +4%
CFS
1193
CRA Financial Services
New Jersey
$1.38M +$45.4K +127 +4%
PAS
1194
Professional Advisory Services
Florida
$1.38M +$14.3K +40 +1%
CAG
1195
Crestwood Advisors Group
Massachusetts
$1.38M -$230K -643 -15%
DC
1196
DeDora Capital
California
$1.37M +$219K +612 +20%
BA
1197
Bristlecone Advisors
Washington
$1.37M -$419K -1,172 -25%
ZB
1198
Zions Bancorporation
Utah
$1.37M +$1.28M +3,592 New
ODCM
1199
Old Dominion Capital Management
Virginia
$1.36M +$10.7K +30 +0.8%
CCB
1200
Cutter & Co Brokerage
Missouri
$1.36M -$91.2K -255 -7%

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.