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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
HCM
1426
Hudson Capital Management
New Jersey
$703K +$142K +411 +23%
RIA
1427
Regal Investment Advisors
Michigan
$701K -$175K -507 -19%
BIC
1428
Beach Investment Counsel
Pennsylvania
$701K -$25.9K -75 -4%
PGAM
1429
Princeton Global Asset Management
New Jersey
$701K +$751K +2,174 New
BOTW
1430
Bank of the West
California
$699K +$58K +168 +8%
AIA
1431
Alera Investment Advisors
Illinois
$694K +$743K +2,152 New
FC
1432
Ferris Capital
Massachusetts
$693K -$12.1K -35 -2%
BPA
1433
Beacon Pointe Advisors
California
$693K +$744K +2,155 New
PP
1434
Patten & Patten
Tennessee
$692K -$1.04K -3 -0.1%
WIA
1435
World Investment Advisors
California
$692K +$582K +1,686 New
UCMOK
1436
United Capital Management of KS
Kansas
$691K -$18.3K -53 -2%
GLA
1437
Good Life Advisors
Pennsylvania
$689K +$135K +392 +22%
AAS
1438
Annex Advisory Services
Wisconsin
$688K +$79.5K +230 +12%
HFA
1439
High Falls Advisors
New York
$687K -$48.7K -141 -6%
SIC
1440
Salem Investment Counselors
North Carolina
$686K -$1.38K -4 -0.2%
MWC
1441
MBM Wealth Consultants
Missouri
$686K +$734K +2,126 New
SDAM
1442
Shulman DeMeo Asset Management
New York
$684K +$733K +2,122 New
I2I
1443
Insight 2811 Inc
Illinois
$683K +$14.9K +43 +2%
OWP
1444
Obermeyer Wealth Partners
Colorado
$678K +$3.8K +11 +0.5%
PFA
1445
Pathway Financial Advisors
Vermont
$677K
SPC
1446
Stewart & Patten Company
California
$677K
SIMM
1447
Stillwater Investment Management (Minnesota)
Minnesota
$677K +$3.8K +11 +0.5%
BCM
1448
Bluefin Capital Management
New York
$674K -$788K -2,281 -52%
MMA
1449
Miracle Mile Advisors
California
$673K -$5.53K -16 -0.8%
NL
1450
NVWM LLC
Pennsylvania
$671K +$205K +593 +40%

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.