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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
PSP
1626
Principal Street Partners
Tennessee
$499K -$15K -42 -3%
AWA
1627
AmeriServ Wealth Advisors
Pennsylvania
$498K -$291K -813 -38%
VF
1628
Virtu Financial
New York
$497K -$3.67M -10,264 -89%
YWP
1629
YorkBridge Wealth Partners
New York
$497K -$71.5K -200 -13%
SSG
1630
Summit Securities Group
New York
$495K -$465K -1,300 -50%
HCP
1631
Holt Capital Partners
Texas
$495K
UCI
1632
Uncommon Cents Investing
Wisconsin
$495K +$51.8K +145 +13%
IFAM
1633
Institutional & Family Asset Management
Colorado
$492K -$5.36K -15 -1%
LSC
1634
Lesa Sroufe & Co
Washington
$492K +$10.7K +30 +2%
SFM
1635
Signet Financial Management
New Jersey
$491K -$1.31M -3,656 -73%
EF
1636
Empirical Finance
Pennsylvania
$490K +$8.22K +23 +2%
FIM
1637
Fernwood Investment Management
Massachusetts
$490K +$214K +598 +87%
DA
1638
DSC Advisors
Illinois
$489K +$16.4K +46 +4%
LBC
1639
Lawrence B. Cohen
$487K -$82.2K -230 -15%
ECM
1640
Exchange Capital Management
Michigan
$486K
LFA
1641
Legacy Financial Advisors
Kentucky
$485K +$11.4K +32 +3%
FNBOH
1642
First National Bank of Hutchinson
Kansas
$485K +$20.4K +57 +5%
SIAS
1643
Shine Investment Advisory Services
Colorado
$485K +$30K +84 +7%
TA
1644
Trellis Advisors
Washington
$484K -$1.07K -3 -0.2%
GSIS
1645
Global Strategic Investment Solutions
Arizona
$483K
BCM
1646
Breiter Capital Management
Florida
$483K +$107K +300 +31%
SWA
1647
Sutton Wealth Advisors
Florida
$481K +$8.58K +24 +2%
AF
1648
Affiance Financial
Minnesota
$480K -$6.08K -17 -1%
SCA
1649
Sippican Capital Advisors
Massachusetts
$479K
OA
1650
Oxbow Advisors
Texas
$479K +$17.2K +48 +4%

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.