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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
SPM
1751
Symmetry Peak Management
Pennsylvania
$380K +$357K +1,000 New
CA
1752
Claro Advisors
Massachusetts
$378K -$5.36K -15 -1%
DI
1753
DFPG Investments
Utah
$375K -$129K -362 -27%
RTS
1754
Round Table Services
New Jersey
$375K -$82.6K -231 -19%
NG
1755
Northstar Group
New York
$375K -$21.8K -61 -6%
PIA
1756
Pinion Investment Advisors
Kansas
$375K +$145K +405 +70%
WIA
1757
World Investment Advisors
California
$374K -$25K -70 -7%
KLWA
1758
Kelly Lawrence W & Associates
California
$373K -$3.58K -10 -1%
Dodge & Cox
1759
Dodge & Cox
California
$371K
PL
1760
Perpetual Ltd
Australia
$370K -$608K -1,700 -64%
TF
1761
Trek Financial
Arizona
$370K -$7.15K -20 -2%
JSL
1762
JT Stratford LLC
Georgia
$368K -$373K -1,043 -52%
MCM
1763
MV Capital Management
Maryland
$367K
BAM
1764
Blueshift Asset Management
New Jersey
$366K -$2.73M -7,644 -89%
GIA
1765
GHP Investment Advisors
Colorado
$363K +$7.15K +20 +2%
WIC
1766
Whitegate Investment Counselors
New Hampshire
$361K +$357 +1 +0.1%
TWM
1767
Titus Wealth Management
California
$361K +$7.15K +20 +2%
WAM
1768
Winslow Asset Management
Ohio
$360K
B
1769
Bellecapital
Switzerland
$360K +$8.22K +23 +2%
HIM
1770
Hanlon Investment Management
New Jersey
$359K -$334K -933 -50%
5L
1771
55I LLC
Massachusetts
$359K +$51.8K +145 +18%
CCM
1772
Colorado Capital Management
Colorado
$358K
FA
1773
FCG Advisors
New Jersey
$358K +$36.8K +103 +12%
HCM
1774
Hall Capital Management
Rhode Island
$356K
RWM
1775
RKL Wealth Management
Pennsylvania
$356K +$47.2K +132 +16%

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.