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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
CC
1401
Chicago Capital
Illinois
$741K +$32.5K +94 +4%
NWS
1402
Newport Wealth Strategies
California
$738K +$75K +217 +11%
VCA
1403
Verdence Capital Advisors
Maryland
$737K -$31.4K -91 -4%
CVM
1404
Cheviot Value Management
California
$736K -$8.29K -24 -1%
SC
1405
Saybrook Capital
North Carolina
$736K
SWM
1406
Stockman Wealth Management
Montana
$735K -$1.38K -4 -0.2%
SFG
1407
Summit Financial Group
West Virginia
$735K
PFBT
1408
Parkside Financial Bank & Trust
Missouri
$735K +$301K +871 +62%
CS
1409
Cannell & Spears
New York
$729K -$3.11K -9 -0.4%
VNB
1410
Virginia National Bank
Virginia
$729K
MIA
1411
MainStreet Investment Advisors
Illinois
$726K
FCA
1412
FinTrust Capital Advisors
South Carolina
$724K +$776K +2,245 New
CIM
1413
CenturyLink Investment Management
Colorado
$723K -$64.6K -187 -8%
JSL
1414
JT Stratford LLC
Georgia
$722K -$20K -58 -3%
FMC
1415
First Merchants Corp
Indiana
$722K +$15.9K +46 +2%
BRWM
1416
B. Riley Wealth Management
Tennessee
$722K +$120K +346 +18%
NFG
1417
Nations Financial Group
Iowa
$722K +$183K +529 +31%
CPC
1418
Cookson Peirce & Co
Pennsylvania
$721K -$287K -830 -27%
LDB
1419
Lee, Danner & Bass
Tennessee
$715K +$51.8K +150 +7%
WP
1420
WealthSource Partners
California
$712K +$430K +1,245 +129%
SCP
1421
Sandhill Capital Partners
New York
$708K +$19K +55 +3%
NEIRG
1422
New England Investment & Retirement Group
Massachusetts
$708K +$66K +191 +10%
WWM
1423
Windsor Wealth Management
Indiana
$707K +$44.9K +130 +6%
JA
1424
JOYN Advisors
Georgia
$706K -$97.1K -281 -11%
BOPW
1425
Brandywine Oak Private Wealth
Pennsylvania
$705K +$756K +2,187 New

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.