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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
PPP
1251
Private Portfolio Partners
New Jersey
$1.04M +$1.11M +3,226 New
AFNAS
1252
American Financial Network Advisory Services
California
$1.03M +$33.9K +98 +3%
CTA
1253
Colonial Trust Advisors
South Carolina
$1.03M -$41.8K -121 -4%
RTC
1254
Riverview Trust Company
Washington
$1.03M +$1.1M +3,180 New
AWA
1255
ARS Wealth Advisors
Florida
$1.02M +$12.1K +35 +1%
ARMT
1256
Amica Retiree Medical Trust
Rhode Island
$1.01M
SAM
1257
Sawgrass Asset Management
Florida
$1.01M +$1.08M +3,140 New
CAW
1258
Cornerstone Advisors (Washington)
Washington
$1.01M -$171K -494 -14%
XWM
1259
Xcel Wealth Management
Florida
$1.01M +$1.08M +3,133 New
CNB
1260
Camden National Bank
Maine
$1.01M +$71.5K +207 +7%
DWM
1261
Doyle Wealth Management
Florida
$1M +$108K +312 +11%
AFP
1262
Ausdal Financial Partners
Iowa
$994K -$417K -1,206 -28%
PCAP
1263
Pratt Collard Advisory Partners
New York
$993K -$119K -345 -10%
KA
1264
KLCM Advisors
Wisconsin
$992K
SGCA
1265
Steel Grove Capital Advisors
Tennessee
$992K +$82.9K +240 +8%
BPCE
1266
Bank Pictet & Cie (Europe)
Germany
$990K -$153K -443 -13%
BWP
1267
Bernardo Wealth Planning
Pennsylvania
$990K +$1.06M +3,071 New
BA
1268
Bristlecone Advisors
Washington
$989K +$70.8K +205 +7%
CAGAS
1269
Capital Advisory Group Advisory Services
Minnesota
$989K +$453K +1,311 +75%
DIM
1270
DC Investments Management
Virginia
$987K +$1.06M +3,062 New
PGWM
1271
Parisi Gray Wealth Management
New Jersey
$985K -$476K -1,377 -31%
BIM
1272
Baldwin Investment Management
Pennsylvania
$984K
SFM
1273
Systematic Financial Management
New Jersey
$982K -$189K -546 -15%
KTC
1274
Kistler-Tiffany Companies
Pennsylvania
$979K
IUHSA
1275
Itau Unibanco Holding S.A.
Brazil
$976K -$76.7K -222 -7%

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.