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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
FC
1701
Fulcrum Capital
Washington
$369K
IIA
1702
IPG Investment Advisors
California
$368K -$93.6K -271 -19%
DA
1703
DSC Advisors
Illinois
$368K -$52.5K -152 -12%
TMAM
1704
Tokio Marine Asset Management
Japan
$368K -$16.9K -49 -4%
GIP
1705
Granite Investment Partners
California
$368K +$183K +531 +87%
RWA
1706
River Wealth Advisors
Pennsylvania
$367K -$118K -343 -23%
NCM
1707
Nelson Capital Management
California
$366K -$10.4K -30 -3%
RHFI
1708
Reilly Herbert Faulkner III
$364K
SIAS
1709
Shine Investment Advisory Services
Colorado
$364K +$3.11K +9 +0.8%
SCM
1710
Stellar Capital Management
Arizona
$360K -$72.2K -209 -16%
ST
1711
Sageworth Trust
Pennsylvania
$358K -$6.56K -19 -2%
CCM
1712
Chilton Capital Management
Texas
$356K -$242K -700 -39%
MA
1713
MCF Advisors
Kentucky
$356K +$345 +1 +0.1%
GBA
1714
Garrison Bradford & Associates
New York
$355K
NG
1715
Northstar Group
New York
$355K
RTS
1716
Round Table Services
New Jersey
$354K +$33.2K +96 +10%
AWM
1717
AllSquare Wealth Management
New York
$353K -$11.7K -34 -3%
VWM
1718
Valley Wealth Managers
New Jersey
$353K +$378K +1,095 New
LFG
1719
LifePlan Financial Group
Ohio
$352K
9WM
1720
9258 Wealth Management
Ohio
$352K +$378K +1,093 New
CAI
1721
Capital Advisors Inc
Oklahoma
$348K -$9.33K -27 -2%
CCM
1722
Cohen Capital Management
California
$348K
WI
1723
Wintrust Investments
Illinois
$347K +$33.2K +96 +10%
HPC
1724
Hobart Private Capital
North Carolina
$345K +$36.3K +105 +11%
SCM
1725
Sterneck Capital Management
Missouri
$345K

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.