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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
CW
1426
CreativeOne Wealth
Kansas
$810K +$15K +42 +2%
JA
1427
JOYN Advisors
Georgia
$809K -$2.86K -8 -0.4%
SPC
1428
Stewart & Patten Company
California
$809K
FA
1429
FMA Advisory
Pennsylvania
$804K +$70.8K +198 +10%
LC
1430
Lindbrook Capital
California
$803K +$5.72K +16 +0.8%
PFM
1431
Parsec Financial Management
North Carolina
$802K -$250K -700 -25%
AF
1432
Aldebaran Financial
$799K +$30K +84 +4%
SBSB
1433
Sullivan, Bruyette, Speros & Blaney
Virginia
$796K -$13.2K -37 -2%
SDAM
1434
Shulman DeMeo Asset Management
New York
$796K +$357 +1 +0%
WAG
1435
Winthrop Advisory Group
Massachusetts
$796K +$29.7K +83 +4%
CVM
1436
Cheviot Value Management
California
$791K -$17.5K -49 -2%
GFS
1437
GYL Financial Synergies
Connecticut
$790K -$85.1K -238 -10%
DHFB
1438
Dixon Hubard Feinour & Brown
Virginia
$790K +$15K +42 +2%
UF
1439
Univest Financial
Pennsylvania
$790K +$65.1K +182 +10%
SXL
1440
Summit X LLC
Missouri
$787K +$414K +1,158 +130%
VC
1441
Vicus Capital
Pennsylvania
$786K -$172K -480 -19%
NHC
1442
Nicholas Hoffman & Company
Georgia
$782K -$2.15K -6 -0.3%
MFS
1443
McNamara Financial Services
Massachusetts
$782K +$4.65K +13 +0.6%
MAM
1444
Meeder Asset Management
Ohio
$780K -$693K -1,939 -49%
WC
1445
Whitnell & Co
Illinois
$780K +$634K +1,775 +645%
AP
1446
Appleton Partners
Massachusetts
$777K -$740K -2,069 -50%
WWM
1447
Willingdon Wealth Management
North Carolina
$775K +$97.9K +274 +16%
DWM
1448
Doyle Wealth Management
Florida
$772K -$61.8K -173 -8%
TL
1449
TrueWealth LLC
Georgia
$771K
ATFA
1450
All Terrain Financial Advisors
Minnesota
$771K +$215K +601 +42%

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.