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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
TA
1676
TCG Advisors
Texas
$390K +$418K +1,210 New
LWM
1677
Liberty Wealth Management
California
$390K +$419K +1,212 New
LIM
1678
Loudon Investment Management
New Hampshire
$389K +$25.9K +75 +7%
MPIA
1679
Mountain Pacific Investment Advisers
Idaho
$387K
CWM
1680
Campbell Wealth Management
Virginia
$387K +$415K +1,200 New
FAM
1681
Flaharty Asset Management
Florida
$386K +$31.8K +92 +8%
ET
1682
Equitable Trust
Tennessee
$385K -$6.91K -20 -2%
DE
1683
Day & Ennis
Georgia
$385K
SP
1684
SWS Partners
Ohio
$385K +$8.29K +24 +2%
TWM
1685
Tolleson Wealth Management
Texas
$385K +$412K +1,194 New
RCM
1686
RB Capital Management
Nevada
$384K +$153K +444 +60%
FNBOH
1687
First National Bank of Hutchinson
Kansas
$383K
BO
1688
BRR OpCo
Ohio
$382K -$22.8K -66 -5%
CANY
1689
Caxton Associates (New York)
New York
$381K -$8.62M -24,941 -95%
PFA
1690
Pettinga Financial Advisors
Indiana
$379K +$406K +1,176 New
FCAG
1691
First Capital Advisors Group
New Jersey
$377K -$8.98K -26 -2%
TVAMP
1692
Tennessee Valley Asset Management Partners
Tennessee
$377K +$404K +1,170 New
SIA
1693
Starfire Investment Advisers
Michigan
$376K +$77.4K +224 +24%
SWA
1694
Sutton Wealth Advisors
Florida
$373K -$11.4K -33 -3%
GWM
1695
GSB Wealth Management
Connecticut
$373K
LBC
1696
Lowe Brockenbrough & Co
Virginia
$372K
MCP
1697
Mirador Capital Partners
California
$371K -$17.3K -50 -4%
CPC
1698
Congress Park Capital
New York
$371K +$397K +1,150 New
WGCA
1699
Wolf Group Capital Advisors
Virginia
$370K
FNBTCON
1700
First National Bank & Trust Co of Newtown
Pennsylvania
$369K

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.