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2,123 hedge funds and large institutions have $146B invested in Boeing in 2019 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 805 increasing their positions, 912 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 127

15% more capital invested

Capital invested by funds: $127B → $146B (+$19.4B)

3% more funds holding

Funds holding: 2,0592,123 (+64)

1.57% less ownership

Funds ownership: 69.67%68.1% (-1.6%)

2% less funds holding in top 10

Funds holding in top 10: 209205 (-4)

12% less repeat investments, than reductions

Existing positions increased: 805 | Existing positions reduced: 912

21% less call options, than puts

Call options by funds: $5.57B | Put options by funds: $7.07B

Holders
2,123
Holders Change
+64
Holders Change %
+3.11%
% of All Funds
45.95%
Holding in Top 10
205
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.91%
% of All Funds
4.44%
New
213
Increased
805
Reduced
912
Closed
127
Calls
$5.57B
Puts
$7.07B
Net Calls
-$1.5B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Change in
Stake
FAG
1201
Financial Advisory Group
Texas
$1.51M +$1.54K +4 +0.1%
MWM
1202
Merriman Wealth Management
Washington
$1.51M -$40.4K -105 -3%
PPSG
1203
Princeton Portfolio Strategies Group
New Jersey
$1.51M -$38.5K -100 -2%
PTC
1204
Philadelphia Trust Company
Pennsylvania
$1.51M +$764K +1,985 +101%
SHA
1205
Seneca House Advisors
Virginia
$1.51M +$887K +2,305 +140%
AF
1206
Allworth Financial
California
$1.5M -$9.24K -24 -0.6%
CGL
1207
Clarius Group LLC
Washington
$1.49M +$566K +1,471 +60%
WIP
1208
Wellesley Investment Partners
Massachusetts
$1.49M -$409K -1,062 -21%
WC
1209
Weil Company
California
$1.49M +$96.2K +250 +7%
LOAMS
1210
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.49M +$1.01M +2,620 +205%
PP
1211
PagnatoKarp Partners
Virginia
$1.48M +$1.02M +2,639 +211%
VIM
1212
Vista Investment Management
Pennsylvania
$1.47M -$48.1K -125 -3%
MWM
1213
Mission Wealth Management
California
$1.47M +$83.1K +216 +6%
BPWA
1214
Beacon Pointe Wealth Advisors
California
$1.47M +$176K +456 +13%
WCF
1215
West Coast Financial
California
$1.47M -$297K -771 -17%
DBIA
1216
Dumont & Blake Investment Advisors
New Jersey
$1.47M +$6.54K +17 +0.4%
SWA
1217
SFMG Wealth Advisors
Texas
$1.46M +$95.5K +248 +7%
CB
1218
Community Bank
New York
$1.46M -$89.3K -232 -6%
CHC
1219
City Holding Co
West Virginia
$1.46M +$83.9K +218 +6%
AFS
1220
Access Financial Services
Minnesota
$1.44M
JG
1221
Jefferies Group
New York
$1.44M -$748K -1,944 -34%
PD
1222
Planning Directions
Pennsylvania
$1.44M +$6.16K +16 +0.4%
TA
1223
Tiedemann Advisors
New York
$1.43M -$48.1K -125 -3%
EWA
1224
Exencial Wealth Advisors
Oklahoma
$1.43M +$55K +143 +4%
TIP
1225
Torray Investment Partners
Maryland
$1.42M -$290K -753 -17%

BA Hedge Fund Activity: Q1 2019 in Review

2,123 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2019, worth a combined $146B — up 15% from $127B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new BA positions and 127 closed out — a net gain of 86 holders — while 805 added to existing stakes and 912 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $923M. The largest seller was Newport Trust Company, cutting an estimated $1.2B.

  • 2,123 institutional investors held Boeing (BA) as of Q1 2019, up from 2,059 in Q4 2018.
  • Funds reported $146B of Boeing stock for Q1 2019, up 15% quarter-over-quarter.
  • 213 funds opened new Boeing positions in Q1 2019 and 127 closed out, a net change of +86 holders.
  • The largest Boeing buyer in Q1 2019 was Susquehanna International Group, an estimated $923M added.
  • The largest Boeing seller in Q1 2019 was Newport Trust Company, an estimated $1.2B sold.

Based on aggregated 13F filings for Q1 2019.