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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
RJFSA
151
Raymond James Financial Services Advisors
Florida
$69.9M +$2.92M +8,456 +4%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$69.7M +$1.66M +4,801 +2%
Jacobs Levy Equity Management
153
Jacobs Levy Equity Management
New Jersey
$69.5M +$277K +803 +0.4%
Lord, Abbett & Co
154
Lord, Abbett & Co
New Jersey
$69.4M -$29M -83,874 -28%
AWM
155
Ashmore Wealth Management
Delaware
$69.4M +$7.07M +20,455 +11%
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$69.3M -$13.6M -39,256 -15%
ASC
157
Atalanta Sosnoff Capital
New York
$68.8M -$3.74M -10,837 -5%
RCAMU
158
Rothschild & Co Asset Management US
Connecticut
$68.5M +$73.4M +212,514 New
CAM
159
ClariVest Asset Management
California
$68.5M -$3.7M -10,724 -5%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$68.5M -$50.1K -145 -0.1%
Creative Planning
161
Creative Planning
Kansas
$67.8M +$1.83M +5,311 +3%
CBT
162
Capital Bank & Trust
California
$67.7M -$7.14M -20,662 -9%
GG
163
Gofen & Glossberg
Illinois
$67.5M -$233K -673 -0.3%
MWNA
164
Marshall Wace North America
New York
$67M +$19.1M +55,229 +36%
AIM
165
Artemis Investment Management
United Kingdom
$66.3M -$10.2M -29,459 -13%
WHG
166
Westwood Holdings Group
Texas
$65.5M -$3.24M -9,367 -4%
William Blair & Company
167
William Blair & Company
Illinois
$65.5M +$11.5M +33,323 +20%
SCA
168
Southpoint Capital Advisors
New York
$64.5M +$69.1M +200,000 New
VRS
169
Virginia Retirement Systems
Virginia
$63.1M +$11.7M +33,900 +21%
NB
170
Norinchukin Bank
Japan
$61.5M -$14M -40,380 -17%
RPI
171
Railway Pension Investments
United Kingdom
$61.1M +$65.4M +189,319 New
DC
172
Davenport & Co
Virginia
$60.1M -$37K -107 -0.1%
UCFA
173
United Capital Financial Advisors
Texas
$59.7M +$122K +352 +0.2%
GHCM
174
Glen Harbor Capital Management
California
$59.4M -$4.43M -12,824 -7%
BCIM
175
British Columbia Investment Management
British Columbia, Canada
$59.3M +$8.72M +25,244 +16%

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.