We are live on ! Find out more

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
TIA
1251
Trust Investment Advisors
Indiana
$1.21M +$39.3K +110 +4%
IMOV
1252
Investment Management of Virginia
Virginia
$1.21M -$7.15K -20 -0.6%
GCA
1253
Gradient Capital Advisors
California
$1.21M +$386K +1,079 +51%
RTC
1254
Riverview Trust Company
Washington
$1.21M
TPA
1255
Trivium Point Advisory
Connecticut
$1.2M +$565K +1,580 +97%
VAG
1256
VisionPoint Advisory Group
Texas
$1.2M +$277K +776 +32%
JIC
1257
Joel Isaacson & Co
New York
$1.2M -$326K -912 -22%
VIM
1258
Vista Investment Management
Pennsylvania
$1.2M -$16.8K -47 -1%
AWCI
1259
Alpine Woods Capital Investors
New York
$1.2M
QCG
1260
Quadrant Capital Group
Ohio
$1.19M +$297K +830 +35%
KLCM
1261
KG&L Capital Management
Louisiana
$1.19M +$191K +535 +21%
PCM
1262
Price Capital Management
Louisiana
$1.19M +$1.11M +3,115 New
CBN
1263
Cadence Bank NA
Texas
$1.19M +$64.7K +181 +6%
MCM
1264
Mitchell Capital Management
Kansas
$1.19M +$58.3K +163 +6%
FLPIM
1265
F.L. Putnam Investment Management
Massachusetts
$1.19M +$137K +382 +14%
WI
1266
Wintrust Investments
Illinois
$1.18M +$398K +1,113 +56%
TA
1267
Tiedemann Advisors
New York
$1.18M -$326K -912 -23%
HFA
1268
High Falls Advisors
New York
$1.17M
MFG
1269
Merit Financial Group
Georgia
$1.17M +$187K +522 +20%
RC
1270
Reik & Co
New York
$1.17M
AWM
1271
Altium Wealth Management
New York
$1.16M +$49.3K +138 +5%
MWM
1272
Modera Wealth Management
New Jersey
$1.16M +$96.9K +271 +10%
AFC
1273
AFT Forsyth & Company
Florida
$1.15M +$37.5K +105 +4%
SAM
1274
Sawgrass Asset Management
Florida
$1.15M +$14.3K +40 +1%
EAM
1275
Evanson Asset Management
California
$1.15M -$3.93K -11 -0.4%

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.