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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
RIG
1476
Roosevelt Investment Group
New York
$635K -$1.74M -5,051 -72%
TSW
1477
Thompson Siegel & Walmsley
Virginia
$634K
MFG
1478
Magnus Financial Group
New York
$632K +$677K +1,961 New
CA
1479
Cullinan Associates
Kentucky
$630K -$20.7K -60 -3%
SWA
1480
Stratos Wealth Advisors
Ohio
$630K +$675K +1,955 New
NB
1481
Nicolet Bankshares
Wisconsin
$628K +$389K +1,125 +137%
HAC
1482
Harbor Advisory Corp
New Hampshire
$627K
SA
1483
Sicart Associates
New York
$626K -$1.05M -3,050 -61%
QPWM
1484
Quadrant Private Wealth Management
Pennsylvania
$626K -$43.2K -125 -6%
BEC
1485
Blue Edge Capital
Virginia
$625K -$22.5K -65 -3%
WWM
1486
Willingdon Wealth Management
North Carolina
$625K +$283K +819 +73%
BTNA
1487
Bremer Trust National Association
Minnesota
$622K +$252K +729 +61%
WP
1488
WealthShield Partners
North Carolina
$620K
CHAM
1489
Clear Harbor Asset Management
Connecticut
$620K +$254K +735 +62%
FNBOSM
1490
First National Bank of South Miami
Florida
$617K +$553K +1,602 New
BEAM
1491
Baker Ellis Asset Management
Washington
$616K
AAM
1492
American Asset Management
Florida
$614K +$138K +400 +27%
TBA
1493
Tower Bridge Advisors
Pennsylvania
$613K
PV
1494
Private Vista
Illinois
$607K +$1.73K +5 +0.3%
I
1495
IberiaBank
Louisiana
$607K +$48.7K +141 +8%
GLLW
1496
Graves Light Lenhart Wealth
Virginia
$607K +$650K +1,881 New
HFA
1497
Hoover Financial Advisors
Pennsylvania
$605K +$648K +1,876 New
BCP
1498
Berkeley Capital Partners
Georgia
$604K -$59.4K -172 -8%
MIC
1499
Meridian Investment Counsel
California
$604K
HA
1500
Harfst & Associates
Wyoming
$604K +$44.2K +128 +7%

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.