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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
CFA
1301
Carroll Financial Associates
North Carolina
$922K +$53.5K +155 +6%
MPWT
1302
MassMutual Private Wealth & Trust
Connecticut
$919K +$10K +29 +1%
PCG
1303
Private Capital Group
Connecticut
$918K +$192K +557 +24%
TFF
1304
The Family Firm
Maryland
$915K -$40.8K -118 -4%
CFS
1305
CRA Financial Services
New Jersey
$915K +$980K +2,838 New
TIA
1306
Tiemann Investment Advisors
California
$906K -$5.18K -15 -0.5%
SAM
1307
SignalPoint Asset Management
Missouri
$904K -$27.6K -80 -3%
CC
1308
Cannell & Co
New York
$902K +$15.9K +46 +2%
RFA
1309
Reilly Financial Advisors
California
$902K +$207K +599 +27%
PCM
1310
Penserra Capital Management
California
$900K +$35.6K +103 +4%
FBT
1311
First Bankers Trust
Kentucky
$898K +$454K +1,315 +89%
MWM
1312
MorganRosel Wealth Management
Colorado
$894K +$957K +2,771 New
VI
1313
Versor Investments
New York
$893K -$192K -555 -17%
FI
1314
Financial Insights
Washington
$893K +$800K +2,316 New
PCA
1315
Personal Capital Advisors
California
$891K +$167K +484 +21%
JCM
1316
Janney Capital Management
Pennsylvania
$890K +$44.9K +130 +5%
BC
1317
Banced Corp
Illinois
$888K -$32.1K -93 -3%
TTWM
1318
TCV Trust & Wealth Management
Virginia
$887K +$48.4K +140 +5%
WCM
1319
Whitener Capital Management
North Carolina
$885K -$34.5K -100 -4%
Financial Engines Advisors
1320
Financial Engines Advisors
California
$885K -$28.7K -83 -3%
GWS
1321
Glassman Wealth Services
Virginia
$880K +$19.7K +57 +2%
TW
1322
TrinityPoint Wealth
Connecticut
$880K +$943K +2,729 New
MMPW
1323
Mitchell McLeod Pugh & Williams
Alabama
$878K -$1.73K -5 -0.2%
KPW
1324
Kore Private Wealth
New York
$875K +$937K +2,713 New
JMFC
1325
J.M. Forbes & Co
Massachusetts
$873K

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.