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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
CIA
1701
CSat Investment Advisory
Michigan
$434K -$211K -590 -34%
LFG
1702
LifePlan Financial Group
Ohio
$434K
WCM
1703
Windsor Capital Management
Arizona
$434K +$95.1K +266 +30%
TIM
1704
Total Investment Management
Arizona
$433K
TI
1705
Tidal Investments
Wisconsin
$433K +$407K +1,138 New
TCM
1706
Towercrest Capital Management
Pennsylvania
$431K -$89K -249 -18%
WCM
1707
Wedge Capital Management
North Carolina
$431K
RW
1708
REDW Wealth
New Mexico
$428K +$54K +151 +15%
UWM
1709
USAdvisors Wealth Management
Minnesota
$422K -$35.7K -100 -8%
IIC
1710
Ironwood Investment Counsel
Arizona
$421K +$3.58K +10 +0.9%
DFA
1711
Delta Financial Advisors
Louisiana
$420K
MA
1712
MCF Advisors
Kentucky
$420K
BSB
1713
Bangor Savings Bank
Maine
$418K +$392K +1,098 New
WA
1714
WESPAC Advisors
California
$418K +$392K +1,098 New
AIA
1715
Allied Investment Advisors
Montana
$416K +$37.5K +105 +11%
SP
1716
Symmetry Partners
Connecticut
$415K -$433K -1,212 -53%
KM
1717
Kalos Management
Georgia
$412K +$50.8K +142 +15%
CCM
1718
Cohen Capital Management
California
$411K
CIP
1719
Cornerstone Investment Partners
Georgia
$411K
TC
1720
TAP Consulting
Missouri
$409K +$384K +1,074 New
SCM
1721
Sterneck Capital Management
Missouri
$407K
SNBOSD
1722
Security National Bank of So Dak
Iowa
$406K
CPC
1723
Congress Park Capital
New York
$406K +$357 +1 +0.1%
PHS
1724
Pekin Hardy Strauss
Illinois
$405K -$215K -602 -36%
KFA
1725
Kays Financial Advisory
Georgia
$405K

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.