We are live on ! Find out more

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
SWM
1551
Sanctuary Wealth Management
Idaho
$535K
TWM
1552
TLW Wealth Management
Florida
$535K +$573K +1,658 New
BC
1553
Burleson & Co
California
$532K
SHA
1554
Seneca House Advisors
Virginia
$532K +$319K +924 +128%
SWMG
1555
Strategic Wealth Management Group
Maryland
$532K +$570K +1,650 New
SWMG
1556
Signature Wealth Management Group
Georgia
$531K +$23.8K +69 +4%
CCM
1557
Canal Capital Management
Virginia
$531K +$71.2K +206 +14%
SGK
1558
Steigerwald Gordon & Koch
Virginia
$531K +$85.7K +248 +18%
AWM
1559
Affinity Wealth Management
Delaware
$530K +$568K +1,643 New
BST
1560
Bath Savings Trust
Maine
$529K
TF
1561
Tompkins Financial
New York
$527K
MFW
1562
Mosaic Family Wealth
Missouri
$526K +$345 +1 +0.1%
LBC
1563
Lawrence B. Cohen
$521K
ACG
1564
Allen Capital Group
Nebraska
$520K -$43.2K -125 -8%
CIAS
1565
Capital Investment Advisory Services
North Carolina
$519K -$44.9K -130 -7%
ONST
1566
Old North State Trust
North Carolina
$517K -$5.18K -15 -0.9%
QCM
1567
Quantinno Capital Management
New York
$515K +$551K +1,596 New
SBSB
1568
Sullivan, Bruyette, Speros & Blaney
Virginia
$513K
TC
1569
TownSquare Capital
Utah
$510K +$429K +1,243 New
CCP
1570
Cardan Capital Partners
Colorado
$509K -$51.8K -150 -9%
PAG
1571
Pinnacle Advisory Group
Maryland
$508K +$149K +431 +38%
GCA
1572
Gradient Capital Advisors
California
$507K +$691 +2 +0.1%
RP
1573
Rowlandmiller & Partners
Georgia
$507K +$13.8K +40 +3%
BRM
1574
Boston Research & Management
Massachusetts
$506K
HIM
1575
Hillsdale Investment Management
Ontario, Canada
$506K

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.