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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
FA
1526
FMA Advisory
Pennsylvania
$760K +$396K +1,028 +107%
VCM
1527
Vision Capital Management
Oregon
$759K +$77K +200 +11%
LC
1528
Lourd Capital
California
$756K -$215K -559 -22%
RWA
1529
River Wealth Advisors
Pennsylvania
$754K +$322K +837 +73%
PFA
1530
Pinnacle Family Advisors
Missouri
$750K +$395K +1,027 +109%
SWA
1531
Stratos Wealth Advisors
Ohio
$740K -$6.16K -16 -0.8%
MFW
1532
Mosaic Family Wealth
Missouri
$737K +$115K +300 +18%
MPPLM
1533
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$737K +$743K +1,931 New
AB
1534
Atlas Brown
Kentucky
$734K +$22.7K +59 +3%
BEAM
1535
Baker Ellis Asset Management
Washington
$729K
NB
1536
Nicolet Bankshares
Wisconsin
$727K -$15.8K -41 -2%
UCMOK
1537
United Capital Management of KS
Kansas
$725K -$80.8K -210 -10%
TSW
1538
Thompson Siegel & Walmsley
Virginia
$724K -$25.8K -67 -3%
UF
1539
Univest Financial
Pennsylvania
$723K -$61.2K -159 -8%
IFAM
1540
Institutional & Family Asset Management
Colorado
$721K +$480K +1,248 +194%
HIM
1541
Hanlon Investment Management
New Jersey
$719K +$726K +1,885 New
CCMW
1542
Cypress Capital Management (Wyoming)
Wyoming
$718K -$35.8K -93 -5%
HFA
1543
Hoover Financial Advisors
Pennsylvania
$716K
FIB
1544
First Interstate Bank
Montana
$714K -$78.9K -205 -10%
MIC
1545
Meridian Investment Counsel
California
$714K
OC
1546
Oakworth Capital
Alabama
$712K
SHGA
1547
Sand Hill Global Advisors
California
$712K
LDB
1548
Lee, Danner & Bass
Tennessee
$711K -$135K -351 -16%
AWA
1549
AmeriServ Wealth Advisors
Pennsylvania
$705K +$188K +488 +36%
SBSB
1550
Sullivan, Bruyette, Speros & Blaney
Virginia
$704K +$97.4K +253 +16%

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.