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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
FIB
1451
First Interstate Bank
Montana
$670K -$82.2K -238 -10%
AIM
1452
Advantage Investment Management
Iowa
$669K -$8.64K -25 -1%
IHL
1453
Investment House LLC
California
$668K
YIA
1454
YHB Investment Advisors
Connecticut
$666K -$8.64K -25 -1%
CICI
1455
Capital Investment Counsel Inc
North Carolina
$664K
UF
1456
Univest Financial
Pennsylvania
$662K +$506K +1,466 +249%
NHC
1457
Nicholas Hoffman & Company
Georgia
$660K -$195K -565 -22%
WAAG
1458
Wealth Alliance Advisory Group
Kansas
$659K +$42.1K +122 +6%
EFSCE
1459
Enterprise Financial Services Corp (EFSC)
Missouri
$658K -$11.7K -34 -2%
RGIA
1460
Rainier Group Investment Advisory
Washington
$657K +$42.8K +124 +6%
PCMC
1461
Paragon Capital Management (Colorado)
Colorado
$652K -$44.2K -128 -6%
SAM
1462
Symphony Asset Management
California
$652K +$198K +573 +40%
IFS
1463
Ifrah Financial Services
Arkansas
$651K -$26.9K -78 -4%
SCI
1464
S&CO Inc
Massachusetts
$651K
CTA
1465
Chesley Taft & Associates
Illinois
$649K -$89.8K -260 -11%
NJBEST
1466
New Jersey Better Educational Savings Trust
New Jersey
$645K
WI
1467
Wedgewood Investors
Pennsylvania
$645K
WMSA
1468
Weiss Multi-Strategy Advisers
New York
$645K +$691K +2,000 New
WCA
1469
Windsor Creek Advisors
Vermont
$645K +$691K +2,000 New
PFGIA
1470
Patriot Financial Group Insurance Agency
Massachusetts
$644K +$206K +597 +43%
WOC
1471
West Oak Capital
California
$643K -$17.3K -50 -2%
BWM
1472
BigSur Wealth Management
Florida
$643K +$218K +630 +46%
RI
1473
Ridgewood Investments
New Jersey
$641K
CCMW
1474
Cypress Capital Management (Wyoming)
Wyoming
$637K -$17.3K -50 -2%
PTC
1475
Philadelphia Trust Company
Pennsylvania
$636K -$62.2K -180 -8%

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.