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2,063 hedge funds and large institutions have $147B invested in Boeing in 2019 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 849 increasing their positions, 845 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $139B → $147B (+$7.65B)

1% more funds holding in top 10

Funds holding in top 10: 169170 (+1)

0.48% more ownership

Funds ownership: 68.15%68.63% (+0.48%)

0% more repeat investments, than reductions

Existing positions increased: 849 | Existing positions reduced: 845

2% less funds holding

Funds holding: 2,1032,063 (-40)

20% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 130

24% less call options, than puts

Call options by funds: $5.39B | Put options by funds: $7.11B

Holders
2,063
Holders Change
-40
Holders Change %
-1.9%
% of All Funds
45.23%
Holding in Top 10
170
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.59%
% of All Funds
3.73%
New
104
Increased
849
Reduced
845
Closed
130
Calls
$5.39B
Puts
$7.11B
Net Calls
-$1.71B
Net Calls Change
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
1376
New England Private Wealth Advisors
Massachusetts
$910K -$53.6K -150 -6%
BCP
1377
Berkeley Capital Partners
Georgia
$910K +$31.5K +88 +4%
MWA
1378
Meridian Wealth Advisors
Texas
$909K +$657K +1,838 +334%
OIM
1379
Orca Investment Management
Oregon
$906K -$27.9K -78 -3%
SSWM
1380
Sheets Smith Wealth Management
North Carolina
$902K +$4.65K +13 +0.6%
HW
1381
Hedeker Wealth
Illinois
$899K -$10.7K -30 -1%
FFA
1382
Fragasso Financial Advisors
Pennsylvania
$898K
CST
1383
Charles Schwab Trust
Nevada
$896K +$854K +2,389 New
AIM
1384
Acropolis Investment Management
Missouri
$892K +$119K +333 +17%
GIM
1385
Groesbeck Investment Management
New Jersey
$891K +$71.5K +200 +9%
NB
1386
Nicolet Bankshares
Wisconsin
$890K +$25K +70 +3%
CICI
1387
Capital Investment Counsel Inc
North Carolina
$888K
WA
1388
Winfield Associates
Ohio
$886K -$107K -300 -11%
WP
1389
WMS Partners
Maryland
$886K +$5.72K +16 +0.7%
NWS
1390
Newport Wealth Strategies
California
$883K -$154K -431 -16%
CRWM
1391
Castle Rock Wealth Management
California
$881K +$23.9K +67 +3%
FI
1392
Financial Insights
Washington
$880K -$2.86K -8 -0.3%
SA
1393
Strategic Advisors
New York
$876K -$211K -591 -20%
LIM
1394
Leavell Investment Management
Alabama
$875K -$8.94K -25 -1%
OWP
1395
Obermeyer Wealth Partners
Colorado
$875K +$93.7K +262 +13%
AAM
1396
American Asset Management
Florida
$874K +$37.5K +105 +5%
WAAG
1397
Wealth Alliance Advisory Group
Kansas
$870K -$102K -285 -11%
FCA
1398
FinTrust Capital Advisors
South Carolina
$869K +$196K +547 +32%
BCM
1399
Birmingham Capital Management
Alabama
$866K
VNA
1400
Valley National Advisers
Pennsylvania
$865K -$15.7K -44 -2%

BA Hedge Fund Activity: Q3 2019 in Review

2,063 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q3 2019, worth a combined $147B — up 5.5% from $139B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of BA and 104 opened new positions — a net loss of 26 holders — while 845 trimmed existing stakes and 849 added.

The largest buyer was Capital World Investors, adding an estimated $2.49B. The largest seller was Fidelity Investments, cutting an estimated $885M.

  • 2,063 institutional investors held Boeing (BA) as of Q3 2019, down from 2,103 in Q2 2019.
  • Funds reported $147B of Boeing stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 104 funds opened new Boeing positions in Q3 2019 and 130 closed out, a net change of -26 holders.
  • The largest Boeing buyer in Q3 2019 was Capital World Investors, an estimated $2.49B added.
  • The largest Boeing seller in Q3 2019 was Fidelity Investments, an estimated $885M sold.

Based on aggregated 13F filings for Q3 2019.