We are live on ! Find out more

2,062 hedge funds and large institutions have $147B invested in Boeing in 2019 Q3 according to their latest regulatory filings, with 103 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: 2,1032,062 (-41)

21% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 130

24% less call options, than puts

Call options by funds: $5.39B | Put options by funds: $7.11B

Holders
2,062
Holders Change
-41
Holders Change %
-1.95%
% of All Funds
45.22%
Holding in Top 10
170
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.59%
% of All Funds
3.73%
New
103
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
VM
151
Valinor Management
New York
$75.7M +$49.6M +138,870 +231%
LTFS
152
Ladenburg Thalmann Financial Services
Florida
$73.9M -$1.16M -3,250 -2%
CBT
153
Capital Bank & Trust
California
$72.3M -$5.26M -14,702 -7%
Aviva
154
Aviva
United Kingdom
$71.8M -$26.2M -73,361 -28%
Massachusetts Financial Services
155
Massachusetts Financial Services
Massachusetts
$71.2M -$115M -322,939 -63%
CA
156
Commerzbank Aktiengesellschaft
Germany
$70.4M +$9.36M +26,196 +17%
AWM
157
Ashmore Wealth Management
Delaware
$70.1M
FPCG
158
Fort Pitt Capital Group
Pennsylvania
$69.2M +$5.21M +14,572 +9%
AAMU
159
AEGON Asset Management (UK)
United Kingdom
$68.7M +$41.2M +115,159 +176%
BG
160
Bollard Group
Massachusetts
$68.6M +$498K +1,393 +0.8%
WHG
161
Westwood Holdings Group
Texas
$67.3M -$720K -2,015 -1%
Lord, Abbett & Co
162
Lord, Abbett & Co
New Jersey
$67.1M +$11.6M +32,580 +23%
Axa
163
Axa
France
$66.4M -$36M -100,646 -37%
GG
164
Gofen & Glossberg
Illinois
$66.3M -$1.11M -3,096 -2%
CWP
165
Capital Wealth Planning
Florida
$66.2M +$14M +39,145 +26%
AIG
166
American International Group
New York
$65.5M -$8.71M -24,365 -12%
ClearBridge Investments
167
ClearBridge Investments
New York
$64.8M -$1.54M -4,322 -2%
SG Americas Securities
168
SG Americas Securities
New York
$61.8M -$50.1M -140,132 -46%
EP
169
Elkfork Partners
Oregon
$61M -$4.24M -11,866 -7%
FFWA
170
FRG Family Wealth Advisors
Washington
$59.6M -$102K -284 -0.2%
SB
171
Suntrust Banks
Georgia
$58.5M +$1.48M +4,149 +3%
SAM
172
Scopus Asset Management
New York
$58.1M +$18.3M +51,100 +50%
DekaBank Deutsche Girozentrale
173
DekaBank Deutsche Girozentrale
Germany
$57.8M -$5.92M -16,570 -10%
HC
174
Henshaw Capital
Massachusetts
$56.9M -$12.5K -35 -0%
FMI
175
Factory Mutual Insurance
Massachusetts
$56.3M +$357K +1,000 +0.7%

BA Hedge Fund Activity: Q3 2019 in Review

2,062 of the 4,560 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 103 opened new positions — a net loss of 27 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.

  • 2,062 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.
  • 103 funds opened new Boeing positions in Q3 2019 and 130 closed out, a net change of -27 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.