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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
SC
1526
SRB Corp
Massachusetts
$566K +$75K +217 +14%
ORI
1527
Oak Ridge Investments
Illinois
$565K
POIA
1528
Pin Oak Investment Advisors
Texas
$564K
VC
1529
Vicus Capital
Pennsylvania
$562K +$21.1K +61 +4%
ST
1530
Spinnaker Trust
Maine
$561K -$353K -1,022 -37%
WA
1531
WESPAC Advisors
California
$561K -$123K -356 -17%
ACM
1532
Alta Capital Management
Utah
$559K
GWCM
1533
Godshalk Welsh Capital Management
Pennsylvania
$558K -$13.8K -40 -2%
MC
1534
Machina Capital
France
$558K +$598K +1,730 New
QCG
1535
Quadrant Capital Group
Ohio
$556K -$53.2K -154 -8%
BCM
1536
Breiter Capital Management
Florida
$555K -$71.9K -208 -11%
FCCM
1537
First City Capital Management
Georgia
$555K -$27.6K -80 -4%
FM
1538
Foster & Motley
Ohio
$555K +$14.5K +42 +3%
SWM
1539
SVA Wealth Management
Wisconsin
$554K -$77.4K -224 -12%
SG
1540
StoneX Group
New York
$549K -$33.5K -97 -5%
IP
1541
Isthmus Partners
Wisconsin
$548K -$15.9K -46 -3%
PAA
1542
Peregrine Asset Advisers
Oregon
$547K -$1.5M -4,328 -72%
AWM
1543
Aries Wealth Management
Maine
$541K
RMC
1544
Resources Management Corp
Connecticut
$540K -$8.64K -25 -1%
ME
1545
McIlrath & Eck
Washington
$540K +$6.56K +19 +1%
WAG
1546
Winthrop Advisory Group
Massachusetts
$539K +$15.5K +45 +3%
ESBC
1547
E.S. Barr & Co
Kentucky
$539K +$34.5K +100 +6%
ABTD
1548
Arvest Bank Trust Division
Oklahoma
$538K +$193K +560 +51%
CIP
1549
Cornerstone Investment Partners
Georgia
$537K -$43.2K -125 -7%
LWS
1550
Lucia Wealth Services
California
$536K -$577K -1,670 -50%

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.