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2,123 hedge funds and large institutions have $146B invested in Boeing in 2019 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 805 increasing their positions, 912 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 127

15% more capital invested

Capital invested by funds: $127B → $146B (+$19.4B)

3% more funds holding

Funds holding: 2,0592,123 (+64)

1.57% less ownership

Funds ownership: 69.67%68.1% (-1.6%)

2% less funds holding in top 10

Funds holding in top 10: 209205 (-4)

12% less repeat investments, than reductions

Existing positions increased: 805 | Existing positions reduced: 912

21% less call options, than puts

Call options by funds: $5.57B | Put options by funds: $7.07B

Holders
2,123
Holders Change
+64
Holders Change %
+3.11%
% of All Funds
45.95%
Holding in Top 10
205
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.91%
% of All Funds
4.44%
New
213
Increased
805
Reduced
912
Closed
127
Calls
$5.57B
Puts
$7.07B
Net Calls
-$1.5B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Change in
Stake
EP
1351
Edgestream Partners
New Jersey
$1.06M -$895K -2,326 -46%
JCM
1352
Janney Capital Management
Pennsylvania
$1.06M +$7.7K +20 +0.7%
DG
1353
Delek Group
Israel
$1.06M +$1.07M +2,789 New
MIM
1354
Moseley Investment Management
Florida
$1.06M +$1.07M +2,773 New
LF
1355
Lantz Financial
Illinois
$1.05M +$1.06M +2,760 New
MWM
1356
MorganRosel Wealth Management
Colorado
$1.05M -$6.16K -16 -0.6%
GFPC
1357
Global Financial Private Capital
Florida
$1.05M -$3.8M -9,860 -78%
HEIP
1358
Hudson Edge Investment Partners
New Jersey
$1.05M +$46.2K +120 +5%
AWM
1359
Altium Wealth Management
New York
$1.05M -$335K -871 -24%
GWS
1360
Glassman Wealth Services
Virginia
$1.04M +$3.46K +9 +0.3%
MMPW
1361
Mitchell McLeod Pugh & Williams
Alabama
$1.04M -$2.31K -6 -0.2%
IWC
1362
Integrated Wealth Concepts
Massachusetts
$1.04M +$690K +1,792 +194%
BCM
1363
Brookstone Capital Management
Illinois
$1.03M -$540K -1,404 -34%
ECG
1364
Edge Capital Group
Georgia
$1.03M +$109K +282 +12%
EDRH
1365
Edmond de Rothschild Holding
Switzerland
$1.03M -$3.62M -9,396 -78%
EAM
1366
Evanson Asset Management
California
$1.03M +$77.4K +201 +8%
JMFC
1367
J.M. Forbes & Co
Massachusetts
$1.03M
WPC
1368
White Pine Capital
Minnesota
$1.03M
WA
1369
Winfield Associates
Ohio
$1.03M +$28.9K +75 +3%
TBA
1370
Tower Bridge Advisors
Pennsylvania
$1.03M +$306K +795 +42%
MWM
1371
Mascoma Wealth Management
New Hampshire
$1.03M -$296K -770 -22%
NERM
1372
New England Research & Management
Illinois
$1.03M -$254K -660 -20%
Financial Engines Advisors
1373
Financial Engines Advisors
California
$1.03M -$19.2K -50 -2%
MS
1374
Mizuho Securities
Japan
$1.03M +$1.04M +2,690 New
GIP
1375
Granite Investment Partners
California
$1.02M +$594K +1,544 +135%

BA Hedge Fund Activity: Q1 2019 in Review

2,123 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2019, worth a combined $146B — up 15% from $127B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new BA positions and 127 closed out — a net gain of 86 holders — while 805 added to existing stakes and 912 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $923M. The largest seller was Newport Trust Company, cutting an estimated $1.2B.

  • 2,123 institutional investors held Boeing (BA) as of Q1 2019, up from 2,059 in Q4 2018.
  • Funds reported $146B of Boeing stock for Q1 2019, up 15% quarter-over-quarter.
  • 213 funds opened new Boeing positions in Q1 2019 and 127 closed out, a net change of +86 holders.
  • The largest Boeing buyer in Q1 2019 was Susquehanna International Group, an estimated $923M added.
  • The largest Boeing seller in Q1 2019 was Newport Trust Company, an estimated $1.2B sold.

Based on aggregated 13F filings for Q1 2019.