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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
ZCI
1351
Zevenbergen Capital Investments
Washington
$830K +$34.5K +100 +4%
TFS
1352
TrustCore Financial Services
Tennessee
$826K -$219K -634 -20%
CPO
1353
Cerity Partners OCIO
New York
$825K -$104K -302 -11%
BPCA
1354
Bank Pictet & Cie (Asia)
Singapore
$825K
GCM
1355
Gables Capital Management
Florida
$822K +$311K +900 +55%
OIA
1356
OneDigital Investment Advisors
Kansas
$820K -$84.6K -245 -9%
LC
1357
Lourd Capital
California
$819K +$691 +2 +0.1%
HT
1358
Heritage Trust
Oklahoma
$813K +$53.5K +155 +7%
STMM
1359
South Texas Money Management
Texas
$810K -$111K -322 -11%
CP
1360
Coho Partners
Pennsylvania
$810K
EAM
1361
Evanson Asset Management
California
$809K -$98.5K -285 -10%
CA
1362
Cornerstone Advisory
Maryland
$809K +$69.1K +200 +9%
FPA
1363
First Pacific Advisors
California
$806K
SBWM
1364
Sunflower Bank Wealth Management
Arizona
$804K -$22.5K -65 -3%
GFS
1365
GYL Financial Synergies
Connecticut
$804K +$861K +2,493 New
BP
1366
Ballentine Partners
Massachusetts
$803K -$111K -321 -11%
OAM
1367
Oak Asset Management
California
$803K -$91.5K -265 -10%
CG
1368
Caprock Group
Idaho
$799K -$16.6K -48 -2%
BOS
1369
Bank of Stockton
California
$799K +$46.6K +135 +6%
RP
1370
Rice Partnership
Hawaii
$793K
AA
1371
Apriem Advisors
California
$793K +$10.7K +31 +1%
CGL
1372
Clarius Group LLC
Washington
$789K +$103K +299 +14%
CC
1373
Cognios Capital
Kansas
$789K +$845K +2,447 New
AIM
1374
Acropolis Investment Management
Missouri
$788K +$16.6K +48 +2%
BFA
1375
Beaumont Financial Advisors
Massachusetts
$786K -$69.1K -200 -8%

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.