We are live on ! Find out more

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
VAG
1726
VisionPoint Advisory Group
Texas
$345K +$370K +1,071 New
SNBOSD
1727
Security National Bank of So Dak
Iowa
$344K +$82.9K +240 +29%
BFO
1728
Boston Family Office
Massachusetts
$343K -$52.9K -153 -13%
VR
1729
Viridian RIA
Washington
$343K -$23.1K -67 -6%
HCM
1730
Hollencrest Capital Management
California
$342K -$58.7K -170 -14%
LWM
1731
Lenox Wealth Management
Ohio
$342K +$7.25K +21 +2%
PSG
1732
Planning Solutions Group
Maryland
$341K +$365K +1,057 New
CCM
1733
Colorado Capital Management
Colorado
$340K
CFN
1734
Cordasco Financial Network
Florida
$340K
UCI
1735
Uncommon Cents Investing
Wisconsin
$339K -$98.5K -285 -21%
CA
1736
Crewe Advisors
Utah
$338K
CIC
1737
Cornercap Investment Counsel
Georgia
$334K
HWA
1738
Heritage Wealth Advisors
Virginia
$333K +$28.7K +83 +9%
DWM
1739
Darwin Wealth Management
Florida
$333K +$32.1K +93 +10%
EA
1740
Elm Advisors
California
$332K -$9.67K -28 -3%
LTI
1741
Laffer Tengler Investments
Tennessee
$330K +$1.04K +3 +0.3%
KS
1742
Karpas Strategies
Connecticut
$328K
PAMG
1743
Patton Albertson Miller Group
Tennessee
$328K
SMFS
1744
Squar Milner Financial Services
California
$328K
SCM
1745
Shapiro Capital Management
Georgia
$327K +$350K +1,012 New
JFL
1746
Jarislowsky, Fraser Ltd
Quebec, Canada
$326K -$1.04K -3 -0.3%
CC
1747
Cypress Capital
Tennessee
$326K +$349K +1,010 New
PA
1748
Probity Advisors
Texas
$325K -$3.8K -11 -1%
TWM
1749
Torch Wealth Management
Ohio
$323K +$691 +2 +0.2%
TA
1750
Trellis Advisors
Washington
$323K +$117K +338 +51%

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.