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2,123 hedge funds and large institutions have $146B invested in Boeing in 2019 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 805 increasing their positions, 912 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 127

15% more capital invested

Capital invested by funds: $127B → $146B (+$19.4B)

3% more funds holding

Funds holding: 2,0592,123 (+64)

1.57% less ownership

Funds ownership: 69.67%68.1% (-1.6%)

2% less funds holding in top 10

Funds holding in top 10: 209205 (-4)

12% less repeat investments, than reductions

Existing positions increased: 805 | Existing positions reduced: 912

21% less call options, than puts

Call options by funds: $5.57B | Put options by funds: $7.07B

Holders
2,123
Holders Change
+64
Holders Change %
+3.11%
% of All Funds
45.95%
Holding in Top 10
205
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.91%
% of All Funds
4.44%
New
213
Increased
805
Reduced
912
Closed
127
Calls
$5.57B
Puts
$7.07B
Net Calls
-$1.5B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Ashmore Wealth Management
Delaware
$82M
Mitsubishi UFJ Asset Management
152
Mitsubishi UFJ Asset Management
Japan
$81.9M -$14.2M -36,831 -15%
SGAM
153
Smith Group Asset Management
Texas
$81.8M -$2.09M -5,424 -2%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$80.4M -$574K -1,491 -0.7%
Creative Planning
155
Creative Planning
Kansas
$80.4M +$147K +383 +0.2%
CBT
156
Capital Bank & Trust
California
$79.2M -$670K -1,741 -0.8%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$78.4M -$4.08M -10,592 -5%
AIG
158
American International Group
New York
$77.9M +$12M +31,232 +18%
Jacobs Levy Equity Management
159
Jacobs Levy Equity Management
New Jersey
$75.4M -$6.89M -17,891 -8%
CAM
160
ClariVest Asset Management
California
$75M -$6.14M -15,952 -8%
CI
161
Clal Insurance
Israel
$74.4M +$14.1M +36,608 +23%
LTFS
162
Ladenburg Thalmann Financial Services
Florida
$74.1M +$14.4M +37,365 +24%
CGT
163
Capital Guardian Trust
California
$73.7M +$15.1M +39,340 +26%
OAC
164
OMERS Administration Corp
Ontario, Canada
$73.2M -$14.2M -37,000 -17%
VCM
165
Voleon Capital Management
California
$72.9M +$6.16M +16,000 +9%
CF
166
Cypress Funds
California
$72.1M +$14.2M +37,000 +24%
Alyeska Investment Group
167
Alyeska Investment Group
Illinois
$71.8M +$72.4M +188,162 New
DC
168
Davenport & Co
Virginia
$70.6M -$495K -1,287 -0.7%
UCFA
169
United Capital Financial Advisors
Texas
$69.6M -$1.08M -2,809 -2%
ClearBridge Investments
170
ClearBridge Investments
New York
$68.7M -$19.4M -50,504 -22%
GG
171
Gofen & Glossberg
Illinois
$68M -$12M -31,183 -15%
EP
172
Elkfork Partners
Oregon
$67.5M -$17.9M -46,546 -21%
NB
173
Norinchukin Bank
Japan
$66.3M -$6.48M -16,833 -9%
BG
174
Bollard Group
Massachusetts
$65.9M +$13.1M +34,020 +25%
RCAMU
175
Rothschild & Co Asset Management US
Connecticut
$65.5M -$15.7M -40,681 -19%

BA Hedge Fund Activity: Q1 2019 in Review

2,123 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2019, worth a combined $146B — up 15% from $127B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new BA positions and 127 closed out — a net gain of 86 holders — while 805 added to existing stakes and 912 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $923M. The largest seller was Newport Trust Company, cutting an estimated $1.2B.

  • 2,123 institutional investors held Boeing (BA) as of Q1 2019, up from 2,059 in Q4 2018.
  • Funds reported $146B of Boeing stock for Q1 2019, up 15% quarter-over-quarter.
  • 213 funds opened new Boeing positions in Q1 2019 and 127 closed out, a net change of +86 holders.
  • The largest Boeing buyer in Q1 2019 was Susquehanna International Group, an estimated $923M added.
  • The largest Boeing seller in Q1 2019 was Newport Trust Company, an estimated $1.2B sold.

Based on aggregated 13F filings for Q1 2019.