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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
FC
1726
Financial Consulate
Maryland
$405K +$5.36K +15 +1%
GFP
1727
Gryphon Financial Partners
Ohio
$405K +$27.9K +78 +8%
CCM
1728
Carlson Capital Management
Minnesota
$405K +$173K +485 +84%
AL
1729
Aspiriant LLC
California
$404K -$71.5K -200 -16%
CWM
1730
Campbell Wealth Management
Virginia
$404K -$2.86K -8 -0.7%
HWA
1731
Hillcrest Wealth Advisors
New Jersey
$400K
FC
1732
Fulcrum Capital
Washington
$397K -$16.4K -46 -4%
REMPR
1733
Roof Eidam Maycock Peralta (REMP)
California
$396K -$71.5K -200 -16%
CPSAC
1734
Chas P. Smith & Associates (CPS)
Florida
$393K -$68.6K -192 -16%
CAI
1735
Capital Advisors Inc
Oklahoma
$393K
FSA
1736
Financial Sense Advisors
California
$392K +$715 +2 +0.2%
SVCP
1737
Silicon Valley Capital Partners
California
$392K +$2.15K +6 +0.6%
EA
1738
Elm Advisors
California
$391K
HAIM
1739
Hunter Associates Investment Management
Pennsylvania
$390K -$25K -70 -6%
TFO
1740
Tarbox Family Office
California
$390K
KS
1741
Karpas Strategies
Connecticut
$387K
LRIA
1742
Leonard Rickey Investment Advisors
Washington
$385K +$1.07K +3 +0.3%
LWM
1743
Liberty Wealth Management
California
$384K -$1.53M -4,286 -81%
KP
1744
Keel Point
Alabama
$383K -$3.22K -9 -0.9%
TWM
1745
Torch Wealth Management
Ohio
$383K +$715 +2 +0.2%
NAMA
1746
Nikko Asset Management Americas
New York
$381K -$38.2K -107 -10%
ABTD
1747
Arvest Bank Trust Division
Oklahoma
$381K
NFG
1748
Nadler Financial Group
Illinois
$380K -$28.6K -80 -7%
NJBEST
1749
New Jersey Better Educational Savings Trust
New Jersey
$380K
SIG
1750
Sky Investment Group
Connecticut
$380K +$20K +56 +6%

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.