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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
GSC
1501
G&S Capital
Colorado
$690K +$6.08K +17 +0.9%
GBT
1502
Grove Bank & Trust
Florida
$686K +$86.5K +242 +16%
RA
1503
RFG Advisory
Alabama
$685K +$21.8K +61 +4%
IIM
1504
Intact Investment Management
Quebec, Canada
$685K +$107K +300 +20%
CIA
1505
Cascade Investment Advisors
Oregon
$685K +$286K +800 +80%
DAM
1506
Delta Asset Management
Tennessee
$683K -$23.9K -67 -4%
BIC
1507
Beach Investment Counsel
Pennsylvania
$681K
WANY
1508
Wealthspire Advisors (New York)
New York
$678K +$637K +1,781 New
AIM
1509
Advantage Investment Management
Iowa
$677K -$5K -14 -0.8%
RGIA
1510
Rainier Group Investment Advisory
Washington
$675K -$203K -568 -24%
BPCE
1511
Bank Pictet & Cie (Europe)
Germany
$675K
HFA
1512
Hoover Financial Advisors
Pennsylvania
$675K
BW
1513
Bison Wealth
Georgia
$673K -$43.6K -122 -6%
NCM
1514
Novare Capital Management
North Carolina
$673K
BEAM
1515
Baker Ellis Asset Management
Washington
$672K -$30.4K -85 -5%
SC
1516
Saybrook Capital
North Carolina
$672K
ERIM
1517
Eagle Ridge Investment Management
Connecticut
$668K
RFA
1518
Reilly Financial Advisors
California
$667K -$215K -601 -26%
POIA
1519
Pin Oak Investment Advisors
Texas
$666K
ORI
1520
Oak Ridge Investments
Illinois
$664K
KPW
1521
Kore Private Wealth
New York
$663K -$382K -1,070 -38%
LA
1522
LexAurum Advisors
Kansas
$663K +$5.36K +15 +0.9%
QSS
1523
Quantitative Systematic Strategies
Florida
$659K +$619K +1,733 New
TMAM
1524
Tokio Marine Asset Management
Japan
$651K +$77.9K +218 +15%
AC
1525
Avestar Capital
New York
$649K +$440K +1,230 +259%

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.