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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
OC
1501
Oakworth Capital
Alabama
$603K +$627K +1,816 +3,561%
SHGA
1502
Sand Hill Global Advisors
California
$602K -$201K -582 -24%
BWA
1503
BDO Wealth Advisors
Florida
$602K -$34.9K -101 -5%
AB
1504
Atlas Brown
Kentucky
$602K
DHFB
1505
Dixon Hubard Feinour & Brown
Virginia
$601K
RWM
1506
Ritholtz Wealth Management
New York
$600K -$6.22K -18 -1%
BCA
1507
Berman Capital Advisors
Georgia
$598K -$18.3K -53 -3%
DDPIC
1508
Deroy & Devereaux Private Investment Counsel
Michigan
$598K
AWA
1509
Acorn Wealth Advisors
Michigan
$597K +$345 +1 +0.1%
NB
1510
Northwest Bancshares
Pennsylvania
$593K
TCM
1511
Traynor Capital Management
Pennsylvania
$593K
SC
1512
Schulhoff & Co
Ohio
$593K +$51.8K +150 +9%
LDFR
1513
Lehman & Derafelo Financial Resources
Pennsylvania
$587K +$629K +1,820 New
VIA
1514
Vident Investment Advisory
Georgia
$585K +$627K +1,815 New
QI
1515
Qtron Investments
Massachusetts
$584K +$625K +1,810 New
YWP
1516
YorkBridge Wealth Partners
New York
$582K -$187K -540 -23%
QAM
1517
Questar Asset Management
Minnesota
$582K +$624K +1,806 New
NFGCM
1518
Norman Fields Gottscho Capital Management
New York
$581K
VCM
1519
Vision Capital Management
Oregon
$578K
WCM
1520
Weatherstone Capital Management
Colorado
$576K +$535K +1,550 New
PBO
1521
Peoples Bank (Ohio)
Ohio
$575K -$95.7K -277 -13%
EBSAM
1522
Eubel Brady & Suttman Asset Management
Ohio
$574K -$18.7K -54 -3%
TL
1523
TrueWealth LLC
Georgia
$572K +$51.8K +150 +9%
NSAM
1524
North Star Asset Management
Wisconsin
$571K
SXL
1525
Summit X LLC
Missouri
$571K +$50.8K +147 +9%

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.