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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
SIG
1776
Sky Investment Group
Connecticut
$304K +$34.5K +100 +12%
VF
1777
Virtu Financial
New York
$303K -$7.96M -23,027 -96%
GIA
1778
GHP Investment Advisors
Colorado
$302K -$12.1K -35 -4%
IWC
1779
Integrated Wealth Concepts
Massachusetts
$298K +$18.7K +54 +6%
AIP
1780
Almanack Investment Partners
Pennsylvania
$297K +$1.73K +5 +0.5%
RWMH
1781
Riverpoint Wealth Management Holdings
Illinois
$296K -$69.4K -201 -18%
F
1782
Filament
Washington
$295K -$4.84K -14 -2%
SWK
1783
Stephen W. Kidder
$295K
NFA
1784
Nuveen Fund Advisors
Illinois
$292K -$96.4K -279 -24%
AOWM
1785
Alpha Omega Wealth Management
Virginia
$291K -$4.84K -14 -2%
CIA
1786
Cascade Investment Advisors
Oregon
$290K
OBWP
1787
O'Brien Wealth Partners
Massachusetts
$289K -$311K -900 -52%
MAA
1788
Matrix Asset Advisors
New York
$289K
FC
1789
Financial Consulate
Maryland
$288K +$6.22K +18 +2%
ARMC
1790
American Research & Management Company
Massachusetts
$287K
WAM
1791
Winslow Asset Management
Ohio
$287K
BWM
1792
Baystate Wealth Management
Massachusetts
$286K -$72.5K -210 -21%
DDC
1793
DF Dent & Co
Maryland
$285K -$10.7K -31 -3%
AIA
1794
Arcadia Investment Advisors
Idaho
$283K
KP
1795
Keel Point
Alabama
$282K -$100K -290 -25%
AWE
1796
Avidian Wealth Enterprises
Texas
$282K -$17.3K -50 -5%
DMC
1797
Drexel Morgan & Co
Pennsylvania
$282K
BCM
1798
Boltwood Capital Management
California
$281K
CWA
1799
Clarus Wealth Advisors
Arizona
$281K +$5.87K +17 +2%
FFG
1800
Frisch Financial Group
New York
$281K +$301K +872 New

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.