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2,123 hedge funds and large institutions have $146B invested in Boeing in 2019 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 805 increasing their positions, 912 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 127

15% more capital invested

Capital invested by funds: $127B → $146B (+$19.4B)

3% more funds holding

Funds holding: 2,0592,123 (+64)

1.57% less ownership

Funds ownership: 69.67%68.1% (-1.6%)

2% less funds holding in top 10

Funds holding in top 10: 209205 (-4)

12% less repeat investments, than reductions

Existing positions increased: 805 | Existing positions reduced: 912

21% less call options, than puts

Call options by funds: $5.57B | Put options by funds: $7.07B

Holders
2,123
Holders Change
+64
Holders Change %
+3.11%
% of All Funds
45.95%
Holding in Top 10
205
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.91%
% of All Funds
4.44%
New
213
Increased
805
Reduced
912
Closed
127
Calls
$5.57B
Puts
$7.07B
Net Calls
-$1.5B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
1776
Wealthcare Advisory Partners
Pennsylvania
$391K +$112K +292 +40%
IHL
1777
Investment House LLC
California
$389K -$404K -1,050 -51%
FA
1778
FCG Advisors
New Jersey
$389K -$88.9K -231 -18%
FTC
1779
Farmers Trust Company
Ohio
$389K +$89.7K +233 +30%
KS
1780
Karpas Strategies
Connecticut
$388K
CWA
1781
Clarus Wealth Advisors
Arizona
$388K +$56.2K +146 +17%
LTI
1782
Laffer Tengler Investments
Tennessee
$388K -$2.31K -6 -0.6%
CPA
1783
Clear Perspective Advisors
Illinois
$387K +$390K +1,014 New
JFL
1784
Jarislowsky, Fraser Ltd
Quebec, Canada
$385K -$385 -1 -0.1%
TIM
1785
Total Investment Management
Arizona
$384K -$13.5K -35 -3%
KFA
1786
Kays Financial Advisory
Georgia
$384K +$388K +1,007 New
TWM
1787
Torch Wealth Management
Ohio
$383K
HCM
1788
Hall Capital Management
Rhode Island
$383K +$9.62K +25 +3%
LRIA
1789
Leonard Rickey Investment Advisors
Washington
$383K +$19.6K +51 +5%
HWA
1790
Hillcrest Wealth Advisors
New Jersey
$381K
AIP
1791
Almanack Investment Partners
Pennsylvania
$381K +$30K +78 +8%
QAM
1792
Quantres Asset Management
Cayman Islands
$381K +$385K +1,000 New
SIAS
1793
Shine Investment Advisory Services
Colorado
$380K -$50.8K -132 -12%
TA
1794
Trellis Advisors
Washington
$379K -$3.46K -9 -0.9%
RA
1795
RFG Advisory
Alabama
$376K -$149K -387 -28%
GIA
1796
GHP Investment Advisors
Colorado
$376K +$18.9K +49 +5%
ATPW
1797
Ashton Thomas Private Wealth
Arizona
$375K +$379K +984 New
LCM
1798
Leisure Capital Management
California
$373K +$12.3K +32 +3%
MCM
1799
MV Capital Management
Maryland
$372K -$6.16K -16 -2%
Dodge & Cox
1800
Dodge & Cox
California
$372K

BA Hedge Fund Activity: Q1 2019 in Review

2,123 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2019, worth a combined $146B — up 15% from $127B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new BA positions and 127 closed out — a net gain of 86 holders — while 805 added to existing stakes and 912 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $923M. The largest seller was Newport Trust Company, cutting an estimated $1.2B.

  • 2,123 institutional investors held Boeing (BA) as of Q1 2019, up from 2,059 in Q4 2018.
  • Funds reported $146B of Boeing stock for Q1 2019, up 15% quarter-over-quarter.
  • 213 funds opened new Boeing positions in Q1 2019 and 127 closed out, a net change of +86 holders.
  • The largest Boeing buyer in Q1 2019 was Susquehanna International Group, an estimated $923M added.
  • The largest Boeing seller in Q1 2019 was Newport Trust Company, an estimated $1.2B sold.

Based on aggregated 13F filings for Q1 2019.