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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
FNT
1226
First Nebraska Trust
Nebraska
$1.1M
PHAM
1227
Palisades Hudson Asset Management
Florida
$1.1M -$99.2K -287 -8%
LA
1228
Lau Associates
Delaware
$1.1M +$383K +1,108 +48%
LBD
1229
Landsberg Bennett & Dubbaneh
Florida
$1.1M +$1.18M +3,407 New
CIA
1230
Choate Investment Advisors
Massachusetts
$1.1M -$275K -795 -19%
SFP
1231
Shepherd Financial Partners
Massachusetts
$1.1M +$445K +1,287 +61%
BPWA
1232
Beacon Pointe Wealth Advisors
California
$1.1M +$1.17M +3,399 New
CIM
1233
CIM Investment Management
Pennsylvania
$1.09M -$40.4K -117 -3%
QAM
1234
QCI Asset Management
New York
$1.09M -$8.98K -26 -0.8%
TIA
1235
Trust Investment Advisors
Indiana
$1.09M +$17.3K +50 +2%
SIM
1236
Sonora Investment Management
Arizona
$1.09M +$43.2K +125 +4%
NWP
1237
Northstar Wealth Partners
Connecticut
$1.09M -$3.46K -10 -0.3%
PAM
1238
Palisade Asset Management
Minnesota
$1.09M -$3.46K -10 -0.3%
NERM
1239
New England Research & Management
Illinois
$1.08M +$295K +855 +34%
NP
1240
Ninepoint Partners
Ontario, Canada
$1.08M -$31.1K -90 -3%
RMCM
1241
Reynders McVeigh Capital Management
Massachusetts
$1.08M -$86.4K -250 -7%
GAM
1242
Gould Asset Management
California
$1.07M
AC
1243
Abbrea Capital
California
$1.07M +$7.25K +21 +0.6%
TSWM
1244
Triangle Securities Wealth Management
North Carolina
$1.06M +$29.4K +85 +3%
NIM
1245
Northeast Investment Management
Massachusetts
$1.06M +$178K +515 +18%
CFMC
1246
Curbstone Financial Management Corp
New Hampshire
$1.05M
STB
1247
S&T Bank
Pennsylvania
$1.05M -$10.4K -30 -0.9%
CII
1248
Capital International Inc
California
$1.05M +$12.8K +37 +1%
NSB
1249
Norway Savings Bank
Maine
$1.04M +$46.6K +135 +4%
MFW
1250
Meristem Family Wealth
Minnesota
$1.04M +$1.11M +3,224 New

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.