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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
FNBOO
1276
First National Bank of Omaha
Nebraska
$975K -$474K -1,373 -31%
FIM
1277
Frontier Investment Management
Texas
$975K +$134K +387 +15%
GSBTD
1278
Glenview State Bank Trust Department
Illinois
$974K +$24.5K +71 +2%
TL
1279
Tirschwell & Loewy
New York
$970K
HIM
1280
Harbour Investment Management
Washington
$970K +$43.2K +125 +4%
RC
1281
Reik & Co
New York
$968K
YMRC
1282
Yorktown Management & Research Company
Virginia
$968K
SACTSONJ
1283
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$968K +$345K +1,000 +50%
FI
1284
Fosun International
China
$967K +$758K +2,195 +257%
CAG
1285
Crestwood Advisors Group
Massachusetts
$966K -$3.46K -10 -0.3%
PA
1286
PFG Advisors
Arizona
$962K +$810K +2,344 New
VA
1287
Valmark Advisers
Ohio
$957K -$22.1K -64 -2%
ERIM
1288
Eagle Ridge Investment Management
Connecticut
$951K
WPW
1289
Waldron Private Wealth
Pennsylvania
$951K +$457K +1,323 +81%
PL
1290
Perpetual Ltd
Australia
$940K
FPS
1291
Fieldpoint Private Securities
Connecticut
$937K +$28K +81 +3%
NCMW
1292
Northern Capital Management (Wisconsin)
Wisconsin
$937K +$499K +1,445 +99%
LFA
1293
Legend Financial Advisors
Pennsylvania
$937K +$1M +2,906 New
FIM
1294
Freedom Investment Management
Connecticut
$936K -$3.99M -11,560 -80%
UAS
1295
United Asset Strategies
New York
$935K +$65.6K +190 +7%
ISB
1296
Iowa State Bank
Iowa
$934K -$14.2K -41 -1%
CAN
1297
Claraphi Advisory Network
United States
$925K -$301K -870 -23%
AWA
1298
Arete Wealth Advisors
Illinois
$925K +$13.1K +38 +1%
AFC
1299
AFT Forsyth & Company
Florida
$925K +$44.2K +128 +5%
HFBOT
1300
Home Federal Bank of Tennessee
Tennessee
$924K

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.