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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
KM
1651
Kalos Management
Georgia
$416K +$148K +429 +68%
LPC
1652
Loeb Partners Corp
New York
$415K +$445K +1,287 New
CG
1653
CFO4Life Group
Texas
$414K +$242K +701 +120%
AF
1654
Affiance Financial
Minnesota
$412K +$2.42K +7 +0.6%
LOAMS
1655
Lombard Odier Asset Management (Switzerland)
Switzerland
$411K
GWMIA
1656
Global Wealth Management Investment Advisory
Florida
$411K +$440K +1,274 New
GSIS
1657
Global Strategic Investment Solutions
Arizona
$410K +$439K +1,270 New
FSCM
1658
Front Street Capital Management
Montana
$409K
PP
1659
PagnatoKarp Partners
Virginia
$404K +$56K +162 +15%
FCIM
1660
Fairview Capital Investment Management
California
$403K -$17.3K -50 -4%
CBB
1661
Citizens Business Bank
California
$403K
OCM
1662
Orser Capital Management
Texas
$403K
WP
1663
Wedgewood Partners
Missouri
$403K
IIC
1664
Ironwood Investment Counsel
Arizona
$403K +$21.1K +61 +5%
FA
1665
FCG Advisors
New Jersey
$403K +$105K +305 +32%
HAIM
1666
Hunter Associates Investment Management
Pennsylvania
$397K +$57.3K +166 +16%
AIA
1667
Angeles Investment Advisors
California
$397K +$425K +1,231 New
HC
1668
HNP Capital
New York
$395K +$423K +1,224 New
CB
1669
CNB Bank
Pennsylvania
$394K +$73.2K +212 +21%
HCA
1670
Heck Capital Advisors
Wisconsin
$393K -$11.1K -32 -3%
WPW
1671
Winthrop Partners - WNY
New York
$393K
BI
1672
Ballast Inc
Kentucky
$393K +$32.5K +94 +8%
TCM
1673
Towercrest Capital Management
Pennsylvania
$392K -$25.9K -75 -6%
WA1
1674
Wimmer Associates 1
California
$391K -$29.4K -85 -7%
BC
1675
Brio Consultants
California
$390K +$417K +1,208 New

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.