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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
CC
1601
Cadinha & Co
Hawaii
$539K +$23.6K +66 +5%
SBL
1602
Sargent Bickham Lagudis
Colorado
$539K +$41.8K +117 +9%
EWM
1603
Elite Wealth Management
Washington
$537K
PAMG
1604
Patton Albertson Miller Group
Tennessee
$537K +$97.2K +272 +24%
CIP
1605
Convergence Investment Partners
Florida
$535K -$4.68M -13,089 -90%
QPWM
1606
Quadrant Private Wealth Management
Pennsylvania
$534K -$272K -762 -35%
MCIA
1607
Mountain Capital Investment Advisors
Colorado
$533K -$132K -368 -21%
VCM
1608
Vigilant Capital Management
Maine
$532K -$17.9K -50 -3%
NA
1609
Navellier & Associates
Nevada
$531K -$3.58M -10,027 -88%
AI
1610
Accredited Investors
Minnesota
$530K -$76.5K -214 -13%
DWM
1611
Darwin Wealth Management
Florida
$530K -$11.1K -31 -2%
GWCM
1612
Godshalk Welsh Capital Management
Pennsylvania
$527K +$30.4K +85 +7%
AFNAS
1613
American Financial Network Advisory Services
California
$524K -$253K -709 -34%
MPW
1614
MA Private Wealth
California
$524K +$3.93K +11 +0.8%
GIA
1615
Gladstone Institutional Advisory
Florida
$524K +$143K +400 +41%
PGA
1616
Portland Global Advisors
Maine
$520K
CYG
1617
Clean Yield Group
Vermont
$519K
HCA
1618
Heck Capital Advisors
Wisconsin
$518K +$18.2K +51 +4%
BFG
1619
Bouchey Financial Group
New York
$515K
BCA
1620
Berman Capital Advisors
Georgia
$515K +$5.36K +15 +1%
JF
1621
JSF Financial
California
$513K -$4.29K -12 -0.9%
TCPWM
1622
Traverso Chambers Private Wealth Management
California
$513K
CPA
1623
Clear Perspective Advisors
Illinois
$505K +$8.58K +24 +2%
SLA
1624
Silver Lake Advisory
Utah
$505K +$168K +470 +55%
FM
1625
Foster & Motley
Ohio
$501K -$51.8K -145 -10%

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.