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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
NFG
1551
Next Financial Group
Texas
$702K -$1.55M -4,036 -69%
NFH
1552
NEXT Financial Holdings
Texas
$702K +$708K +1,838 New
NB
1553
Northwest Bancshares
Pennsylvania
$701K
HIM
1554
Hillsdale Investment Management
Ontario, Canada
$699K +$101K +262 +17%
GLLW
1555
Graves Light Lenhart Wealth
Virginia
$698K -$19.2K -50 -3%
BST
1556
Bath Savings Trust
Maine
$697K +$71.2K +185 +11%
BPCE
1557
Bank Pictet & Cie (Europe)
Germany
$696K -$479K -1,245 -41%
PV
1558
Private Vista
Illinois
$696K -$19.6K -51 -3%
EBSAM
1559
Eubel Brady & Suttman Asset Management
Ohio
$695K +$16.9K +44 +2%
HCM
1560
Hudson Capital Management
New Jersey
$693K -$140K -363 -17%
WWM
1561
Willingdon Wealth Management
North Carolina
$692K -$48.5K -126 -6%
BCM
1562
Breiter Capital Management
Florida
$691K +$149K +387 +23%
NFGCM
1563
Norman Fields Gottscho Capital Management
New York
$687K
TI
1564
Telemetry Investments
New York
$687K +$693K +1,800 New
VIA
1565
Vantis Investment Advisers
Florida
$687K +$693K +1,800 New
GCA
1566
Gradient Capital Advisors
California
$686K +$86.6K +225 +14%
MFS
1567
McNamara Financial Services
Massachusetts
$685K -$65.4K -170 -7%
TL
1568
TrueWealth LLC
Georgia
$683K +$6.54K +17 +1%
BIC
1569
Beach Investment Counsel
Pennsylvania
$682K -$11.5K -30 -2%
CAGAS
1570
Capital Advisory Group Advisory Services
Minnesota
$679K -$499K -1,296 -42%
KLCM
1571
KG&L Capital Management
Louisiana
$679K +$140K +363 +26%
BPA
1572
Beacon Pointe Advisors
California
$671K -$151K -392 -18%
RWM
1573
Ritholtz Wealth Management
New York
$670K -$39.3K -102 -5%
ORI
1574
Oak Ridge Investments
Illinois
$669K
POIA
1575
Pin Oak Investment Advisors
Texas
$667K

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.