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2,123 hedge funds and large institutions have $146B invested in Boeing in 2019 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 805 increasing their positions, 912 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 127

15% more capital invested

Capital invested by funds: $127B → $146B (+$19.4B)

3% more funds holding

Funds holding: 2,0592,123 (+64)

1.57% less ownership

Funds ownership: 69.67%68.1% (-1.6%)

2% less funds holding in top 10

Funds holding in top 10: 209205 (-4)

12% less repeat investments, than reductions

Existing positions increased: 805 | Existing positions reduced: 912

21% less call options, than puts

Call options by funds: $5.57B | Put options by funds: $7.07B

Holders
2,123
Holders Change
+64
Holders Change %
+3.11%
% of All Funds
45.95%
Holding in Top 10
205
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.91%
% of All Funds
4.44%
New
213
Increased
805
Reduced
912
Closed
127
Calls
$5.57B
Puts
$7.07B
Net Calls
-$1.5B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Change in
Stake
LB
1476
Legacy Bridge
Iowa
$827K +$722K +1,875 +638%
SIG
1477
Sargent Investment Group
Maryland
$825K +$833K +2,164 New
FMC
1478
First Merchants Corp
Indiana
$824K -$30K -78 -3%
STMM
1479
South Texas Money Management
Texas
$823K -$137K -356 -14%
CVM
1480
Cheviot Value Management
California
$821K -$49.7K -129 -6%
WOC
1481
West Oak Capital
California
$820K +$59.7K +155 +8%
PP
1482
Patten & Patten
Tennessee
$818K
ACM
1483
Alta Capital Management
Utah
$817K +$157K +409 +24%
WIA
1484
Westbourne Investment Advisors
Maryland
$814K -$63.5K -165 -7%
GIM
1485
Groesbeck Investment Management
New Jersey
$814K +$552K +1,435 +205%
PAS
1486
Park Avenue Securities
New York
$814K +$800K +2,079 New
LIM
1487
Leavell Investment Management
Alabama
$810K -$191K -495 -19%
WAG
1488
Winthrop Advisory Group
Massachusetts
$809K +$166K +431 +26%
AAM
1489
American Asset Management
Florida
$808K +$82.8K +215 +11%
QPWM
1490
Quadrant Private Wealth Management
Pennsylvania
$806K +$66.6K +173 +9%
LCM
1491
Laurion Capital Management
New York
$804K -$5.92M -15,377 -88%
SIMM
1492
Stillwater Investment Management (Minnesota)
Minnesota
$804K +$3.85K +10 +0.5%
AAS
1493
Annex Advisory Services
Wisconsin
$803K -$10.8K -28 -1%
PFA
1494
Pathway Financial Advisors
Vermont
$801K
SPC
1495
Stewart & Patten Company
California
$801K
AIA
1496
Alera Investment Advisors
Illinois
$800K -$20.8K -54 -3%
NEIRG
1497
New England Investment & Retirement Group
Massachusetts
$797K -$40.4K -105 -5%
SDAM
1498
Shulman DeMeo Asset Management
New York
$797K -$12.3K -32 -2%
OWP
1499
Obermeyer Wealth Partners
Colorado
$796K -$6.16K -16 -0.8%
PAG
1500
Pinnacle Advisory Group
Maryland
$796K +$197K +513 +33%

BA Hedge Fund Activity: Q1 2019 in Review

2,123 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2019, worth a combined $146B — up 15% from $127B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new BA positions and 127 closed out — a net gain of 86 holders — while 805 added to existing stakes and 912 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $923M. The largest seller was Newport Trust Company, cutting an estimated $1.2B.

  • 2,123 institutional investors held Boeing (BA) as of Q1 2019, up from 2,059 in Q4 2018.
  • Funds reported $146B of Boeing stock for Q1 2019, up 15% quarter-over-quarter.
  • 213 funds opened new Boeing positions in Q1 2019 and 127 closed out, a net change of +86 holders.
  • The largest Boeing buyer in Q1 2019 was Susquehanna International Group, an estimated $923M added.
  • The largest Boeing seller in Q1 2019 was Newport Trust Company, an estimated $1.2B sold.

Based on aggregated 13F filings for Q1 2019.