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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
SBL
1601
Sargent Bickham Lagudis
Colorado
$460K +$91.9K +266 +23%
AUB
1602
Atlantic Union Bankshares
Virginia
$459K -$8.64K -25 -2%
MCM
1603
Mengis Capital Management
Oregon
$459K -$6.91K -20 -1%
NCM
1604
Noesis Capital Mangement
Florida
$459K
S
1605
Seeyond
France
$459K +$492K +1,423 New
CPA
1606
Court Place Advisors
Maryland
$458K -$34.5K -100 -7%
NCM
1607
Novare Capital Management
North Carolina
$458K +$114K +331 +30%
APG
1608
Abacus Planning Group
South Carolina
$458K +$207K +600 +73%
KLCM
1609
KG&L Capital Management
Louisiana
$458K +$490K +1,418 New
AL
1610
Aspiriant LLC
California
$457K -$152K -439 -24%
PWAP
1611
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$455K +$1.73K +5 +0.4%
LC
1612
LCNB Corp
Ohio
$453K -$3.46K -10 -0.7%
ACC
1613
Accident Compensation Corp
New Zealand
$452K -$173K -500 -26%
MYIA
1614
Mount Yale Investment Advisors
Colorado
$452K -$66.7K -193 -15%
ACM
1615
American Capital Management
New York
$452K +$484K +1,401 New
KA
1616
Kaizen Advisory
Illinois
$451K +$6.91K +20 +1%
LPWM
1617
Lake Point Wealth Management
Texas
$451K +$483K +1,399 New
CHP
1618
Cable Hill Partners
Oregon
$443K -$51.8K -150 -10%
LSC
1619
Lesa Sroufe & Co
Washington
$443K
CAC
1620
Certified Advisory Corp
Florida
$443K +$87.1K +252 +22%
MFG
1621
Merit Financial Group
Georgia
$443K +$475K +1,374 New
RA
1622
RFG Advisory
Alabama
$441K -$281K -813 -37%
CYG
1623
Clean Yield Group
Vermont
$440K +$472K +1,365 New
AWA
1624
AmeriServ Wealth Advisors
Pennsylvania
$439K -$35.9K -104 -7%
OWA
1625
One Wealth Advisors
California
$437K -$53.9K -156 -10%

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.