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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
HWA
1751
Hillcrest Wealth Advisors
New Jersey
$323K +$345K +1,000 New
JHCP
1752
Jackson Hole Capital Partners
Oklahoma
$323K +$345K +1,000 New
EF
1753
Empirical Finance
Pennsylvania
$322K -$53.9K -156 -14%
GCM
1754
Garland Capital Management
Washington
$322K
CWM
1755
Centric Wealth Management
Illinois
$321K +$344K +995 New
MCM
1756
MV Capital Management
Maryland
$320K -$13.8K -40 -4%
FBC
1757
Fairfield, Bush & Co
Connecticut
$319K +$38K +110 +13%
IMOV
1758
Investment Management of Virginia
Virginia
$318K -$96.7K -280 -22%
PCM
1759
Prelude Capital Management
New York
$318K +$198K +574 +139%
SMFG
1760
Sumitomo Mitsui Financial Group
Japan
$317K -$345K -1,000 -50%
SCM
1761
Southport Capital Management
Tennessee
$317K -$118K -343 -26%
HCM
1762
Hall Capital Management
Rhode Island
$316K -$12.1K -35 -3%
EFL
1763
ERn Financial LLC
Wisconsin
$316K +$338K +979 New
AWM
1764
Aevitas Wealth Management
Massachusetts
$315K -$5.18K -15 -2%
Dodge & Cox
1765
Dodge & Cox
California
$314K -$69.1K -200 -17%
CAM
1766
Concorde Asset Management
Michigan
$312K +$86K +249 +35%
FA
1767
FMA Advisory
Pennsylvania
$311K +$333K +965 New
SCI
1768
Stableford Capital II
Arizona
$308K -$35.9K -104 -10%
LRIA
1769
Leonard Rickey Investment Advisors
Washington
$308K +$28K +81 +9%
WANY
1770
Wealthspire Advisors (New York)
New York
$308K +$330K +955 New
LA
1771
LexAurum Advisors
Kansas
$307K +$55.3K +160 +20%
AFG
1772
Albion Financial Group
Utah
$305K -$226K -655 -41%
LCM
1773
Leisure Capital Management
California
$305K -$34.5K -100 -10%
NA
1774
Nottingham Advisors
New York
$305K
PFA
1775
Pinnacle Family Advisors
Missouri
$304K -$69.1K -200 -18%

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.