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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
SSA
1576
South Street Advisors
New York
$505K
CG
1577
Cutler Group
California
$501K -$22.8K -66 -4%
PA
1578
Perennial Advisors
New York
$500K +$691 +2 +0.1%
B
1579
Bellecapital
Switzerland
$500K +$182K +527 +52%
NIC
1580
Northwest Investment Counselors
Oregon
$499K +$38K +110 +8%
DT
1581
Diversified Trust
Tennessee
$498K +$1.04K +3 +0.2%
BA
1582
BKS Advisors
Michigan
$498K +$320K +925 +150%
BLAM
1583
Bourne Lent Asset Management
New York
$493K
JF
1584
JSF Financial
California
$489K +$524K +1,516 New
GLI
1585
Guardian Life Insurance
New York
$488K +$1.73K +5 +0.3%
EWM
1586
Elite Wealth Management
Washington
$485K
BCM
1587
Birmingham Capital Management
Alabama
$484K
TH
1588
TCTC Holdings
Texas
$484K
DLHL
1589
Donald L. Hagan LLC
Florida
$480K
ACA
1590
Atlas Capital Advisors
Wyoming
$475K -$770K -2,230 -60%
BSB
1591
Bangor Savings Bank
Maine
$472K -$132K -382 -21%
GBT
1592
Grove Bank & Trust
Florida
$472K +$90.9K +263 +22%
FNC
1593
First National Corp
Massachusetts
$470K +$503K +1,457 New
BCCM
1594
Bridge Creek Capital Management
Massachusetts
$469K -$19K -55 -4%
NWM
1595
Northwest Wealth Management
Iowa
$468K -$20.7K -60 -4%
SCA
1596
Sippican Capital Advisors
Massachusetts
$468K -$1.73K -5 -0.3%
SG Americas Securities
1597
SG Americas Securities
New York
$467K -$35.7M -103,421 -99%
AI
1598
Accredited Investors
Minnesota
$467K +$21.4K +62 +4%
TIM
1599
Total Investment Management
Arizona
$465K -$27.3K -79 -6%
PWPS
1600
Pinnacle Wealth Planning Services
Ohio
$462K -$11.4K -33 -2%

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.