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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
AOWM
1651
Alpha Omega Wealth Management
Virginia
$477K +$147K +410 +43%
AIA
1652
Arbor Investment Advisors
North Carolina
$476K
CBB
1653
Citizens Business Bank
California
$476K
WP
1654
Wedgewood Partners
Missouri
$475K
CC
1655
Cypress Capital
Tennessee
$471K +$30.4K +85 +7%
MTC
1656
McDaniel Terry & Co
Texas
$471K +$69.7K +195 +19%
JFA
1657
JNBA Financial Advisors
Minnesota
$470K -$29.7K -83 -6%
TI
1658
Truepoint Inc
Ohio
$470K -$7.51K -21 -2%
BFWA
1659
Benchmark Financial Wealth Advisors
Florida
$470K +$111K +311 +34%
HWA
1660
Heritage Wealth Advisors
Virginia
$469K -$37.9K -106 -8%
QT
1661
Quantamental Technologies
New York
$469K +$420K +1,175 +2,026%
GWMIA
1662
Global Wealth Management Investment Advisory
Florida
$467K -$8.22K -23 -2%
ACA
1663
Aptus Capital Advisors
Alabama
$467K -$3.58K -10 -0.8%
LIM
1664
Loudon Investment Management
New Hampshire
$464K +$35.7K +100 +9%
SFG
1665
Summit Financial Group
West Virginia
$463K -$379K -1,060 -47%
LWM
1666
Lenox Wealth Management
Ohio
$461K +$42.2K +118 +11%
MFS
1667
Madrona Financial Services
Washington
$458K +$715 +2 +0.2%
MF
1668
Madrona Funds
Washington
$458K +$431K +1,205 New
MUS
1669
Mitsubishi UFJ Securities
Japan
$457K +$218K +610 +103%
WPW
1670
Winthrop Partners - WNY
New York
$457K -$3.58K -10 -0.8%
PP
1671
PagnatoKarp Partners
Virginia
$456K -$19.3K -54 -4%
OCM
1672
Orser Capital Management
Texas
$455K +$71.5K +200 +18%
FIA
1673
Foundations Investment Advisors
Arizona
$455K +$147K +411 +51%
LF
1674
Lee Financial
Texas
$454K -$89.4K -250 -17%
DE
1675
Day & Ennis
Georgia
$454K

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.