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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
MCM
1551
Mengis Capital Management
Oregon
$610K +$3.58K +10 +0.6%
SSA
1552
Schonfeld Strategic Advisors
New York
$609K -$17.7M -49,400 -97%
NSAM
1553
North Star Asset Management
Wisconsin
$609K -$7.15K -20 -1%
FCCM
1554
First City Capital Management
Georgia
$605K -$35.7K -100 -6%
BRM
1555
Boston Research & Management
Massachusetts
$597K
PP
1556
Paloma Partners
Connecticut
$596K -$2.15M -6,021 -79%
TF
1557
Tompkins Financial
New York
$596K -$3.58K -10 -0.6%
9WM
1558
9258 Wealth Management
Ohio
$596K +$38.6K +108 +7%
GLI
1559
Guardian Life Insurance
New York
$595K +$14.7K +41 +3%
SP
1560
Successful Portfolios
Florida
$592K +$137K +383 +33%
UTC
1561
Unified Trust Company
Kentucky
$590K +$71.5K +200 +15%
ESBC
1562
E.S. Barr & Co
Kentucky
$589K
NIC
1563
Northwest Investment Counselors
Oregon
$586K +$357 +1 +0.1%
SP
1564
SWS Partners
Ohio
$584K -$60.1K -168 -10%
AC
1565
Addison Capital
Pennsylvania
$584K +$55.8K +156 +11%
LJAC
1566
L.J. Altfest & Co
New York
$581K -$1.07K -3 -0.2%
CHP
1567
Cable Hill Partners
Oregon
$581K
DLHL
1568
Donald L. Hagan LLC
Florida
$581K +$26.1K +73 +5%
CCFM
1569
Clear Creek Financial Management
Washington
$580K -$236K -660 -29%
IUHSA
1570
Itau Unibanco Holding S.A.
Brazil
$579K
CSM
1571
CAMG Solamere Management
North Carolina
$575K -$17.5K -49 -3%
TCM
1572
Telos Capital Management
California
$573K +$303K +847 +129%
OFS
1573
Orrstown Financial Services
Pennsylvania
$572K +$13.9K +39 +3%
MWVC
1574
Morgens Waterfall Vintiadis & Co
New York
$571K -$2.86M -8,000 -84%
BPA
1575
Beacon Pointe Advisors
California
$571K -$144K -404 -21%

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.