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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
PHAM
1401
Palisades Hudson Asset Management
Florida
$864K
OAM
1402
Oak Asset Management
California
$861K -$1.79K -5 -0.2%
MFW
1403
Mosaic Family Wealth
Missouri
$856K +$31.1K +87 +4%
WP
1404
WealthShield Partners
North Carolina
$848K +$6.08K +17 +0.8%
PP
1405
Patten & Patten
Tennessee
$847K +$118K +330 +17%
BCM
1406
Boltwood Capital Management
California
$845K +$481K +1,347 +154%
CWA
1407
Clarus Wealth Advisors
Arizona
$839K +$405K +1,133 +106%
EAM
1408
Eagle Asset Management
Florida
$838K -$2.06M -5,767 -72%
CG
1409
Caprock Group
Idaho
$838K -$367K -1,028 -32%
YIA
1410
YHB Investment Advisors
Connecticut
$835K +$257K +720 +49%
PV
1411
Private Vista
Illinois
$834K +$92.2K +258 +13%
SIG
1412
Sargent Investment Group
Maryland
$825K +$1.79K +5 +0.2%
SWM
1413
Stockman Wealth Management
Montana
$823K -$14.3K -40 -2%
BCA
1414
Bay Colony Advisors
Massachusetts
$823K +$548K +1,534 +243%
CWM
1415
Chesapeake Wealth Management
Virginia
$822K -$60.8K -170 -7%
VWA
1416
V Wealth Advisors
Kansas
$821K +$86.1K +241 +13%
TW
1417
TrinityPoint Wealth
Connecticut
$820K -$42.5K -119 -5%
PAG
1418
Pinnacle Advisory Group
Maryland
$817K -$47.2K -132 -6%
MPPLM
1419
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$817K -$31.8K -89 -4%
TCM
1420
Teza Capital Management
Illinois
$817K +$345K +964 +81%
WIA
1421
Westbourne Investment Advisors
Maryland
$816K +$3.58K +10 +0.5%
MWC
1422
MBM Wealth Consultants
Missouri
$816K +$21.1K +59 +3%
NFG
1423
Nations Financial Group
Iowa
$815K +$47.5K +133 +6%
WA
1424
Waverly Advisors
Alabama
$812K +$475K +1,328 +165%
SIMM
1425
Stillwater Investment Management (Minnesota)
Minnesota
$811K +$4.65K +13 +0.6%

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.