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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
WPC
1326
White Pine Capital
Minnesota
$872K
KFA
1327
Kelleher Financial Advisors
New York
$872K +$54.2K +157 +6%
BAM
1328
Berkshire Asset Management
Pennsylvania
$871K +$6.22K +18 +0.7%
GAM
1329
Grandview Asset Management
Pennsylvania
$868K +$929K +2,690 New
PFM
1330
Parsec Financial Management
North Carolina
$866K +$26.9K +78 +3%
ATFA
1331
All Terrain Financial Advisors
Minnesota
$866K +$41.5K +120 +5%
CAM
1332
Cypress Asset Management
Texas
$862K -$60.5K -175 -6%
SC
1333
Sawyer & Company
Massachusetts
$861K
BG
1334
Bahl & Gaynor
Ohio
$861K +$27.6K +80 +3%
MFS
1335
McNamara Financial Services
Massachusetts
$854K
QCIG
1336
Quad-Cities Investment Group
Iowa
$854K +$190K +550 +26%
CAG
1337
Csenge Advisory Group
Florida
$854K +$253K +731 +38%
NF
1338
Nikulski Financial
Iowa
$853K +$11.7K +34 +1%
PO
1339
Private Ocean
California
$851K -$50.1K -145 -5%
HEIP
1340
Hudson Edge Investment Partners
New Jersey
$849K +$3.11K +9 +0.3%
TRAM
1341
Tuscan Ridge Asset Management
Illinois
$849K +$909K +2,632 New
WA
1342
Winfield Associates
Ohio
$848K -$86.4K -250 -9%
LIM
1343
Leavell Investment Management
Alabama
$845K
SAM
1344
Sandbar Asset Management
United Kingdom
$845K +$905K +2,621 New
CAAS
1345
Capital Asset Advisory Services
Michigan
$844K -$22.5K -65 -2%
SFSG
1346
Stearns Financial Services Group
North Carolina
$843K +$42.5K +123 +5%
LWM
1347
Lyons Wealth Management
Florida
$836K -$57.7K -167 -6%
HW
1348
Hedeker Wealth
Illinois
$836K
SRC
1349
Shufro Rose & Co
New York
$835K +$69.1K +200 +8%
MWM
1350
Modera Wealth Management
New Jersey
$831K -$2.42K -7 -0.3%

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.