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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
ECM
1626
Exchange Capital Management
Michigan
$437K +$2.76K +8 +0.6%
IA
1627
Independence Advisors
Pennsylvania
$436K -$2.42K -7 -0.5%
MPW
1628
MA Private Wealth
California
$436K +$467K +1,352 New
UTC
1629
Unified Trust Company
Kentucky
$436K +$467K +1,353 New
BWFA
1630
Baltimore-Washington Financial Advisors
Maryland
$435K
MWP
1631
MYCIO Wealth Partners
Pennsylvania
$435K +$1.73K +5 +0.4%
TCPWM
1632
Traverso Chambers Private Wealth Management
California
$435K +$466K +1,348 New
CSM
1633
CAMG Solamere Management
North Carolina
$434K -$190K -549 -29%
AIS
1634
American Investment Services
Massachusetts
$433K -$354K -1,024 -43%
PHS
1635
Pekin Hardy Strauss
Illinois
$433K -$69.1K -200 -13%
HPWM
1636
Highland Private Wealth Management
Washington
$432K +$26.9K +78 +6%
BW
1637
Bison Wealth
Georgia
$432K +$84.3K +244 +22%
PAM
1638
Private Asset Management
California
$430K -$233K -674 -34%
WG
1639
Welch Group
Alabama
$430K -$2.76K -8 -0.6%
SIM
1640
SSI Investment Management
California
$428K -$691 -2 -0.2%
IDBONY
1641
Israel Discount Bank of New York
New York
$428K +$427K +1,235 +1,314%
TCM
1642
Teza Capital Management
Illinois
$426K -$1.25M -3,614 -73%
TI
1643
Truepoint Inc
Ohio
$425K -$78.1K -226 -15%
CA
1644
Claro Advisors
Massachusetts
$424K +$394K +1,141 New
FWCM
1645
First Western Capital Management
California
$421K -$412K -1,192 -48%
HCP
1646
Holt Capital Partners
Texas
$419K +$27.6K +80 +7%
BFG
1647
Bouchey Financial Group
New York
$419K +$176K +509 +65%
PGA
1648
Portland Global Advisors
Maine
$416K -$45.9K -133 -9%
MHIM
1649
MacNealy Hoover Investment Management
Ohio
$416K
SFG
1650
SevenBridge Financial Group
Pennsylvania
$416K +$32.8K +95 +8%

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.