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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
AW
1776
Avion Wealth
Texas
$355K +$333K +932 New
PCAP
1777
Pratt Collard Advisory Partners
New York
$354K -$35.7K -100 -10%
MAA
1778
Matrix Asset Advisors
New York
$352K -$4.29K -12 -1%
LAIC
1779
Lederer & Associates Investment Counsel
California
$351K -$5.36K -15 -2%
HPIA
1780
Hamilton Point Investment Advisors
North Carolina
$346K
BCWM
1781
Blue Chip Wealth Management
Florida
$346K +$21.8K +61 +7%
CIC
1782
Cornercap Investment Counsel
Georgia
$345K -$9.65K -27 -3%
FI
1783
Fosun International
China
$345K +$322K +900 New
GC
1784
Gilbert & Cook
Iowa
$343K +$10.7K +30 +3%
EFL
1785
ERn Financial LLC
Wisconsin
$341K
JFL
1786
Jarislowsky, Fraser Ltd
Quebec, Canada
$339K -$7.15K -20 -2%
SEIA
1787
Signature Estate & Investment Advisors
California
$339K +$1.79K +5 +0.6%
Loomis, Sayles & Company
1788
Loomis, Sayles & Company
Massachusetts
$333K -$4.12M -11,531 -93%
RWA
1789
River Wealth Advisors
Pennsylvania
$333K -$250K -700 -44%
DMC
1790
Drexel Morgan & Co
Pennsylvania
$333K
MIS
1791
Morningstar Investment Services
Illinois
$331K +$13.6K +38 +5%
PA
1792
Probity Advisors
Texas
$330K -$34K -95 -10%
IIA
1793
IPG Investment Advisors
California
$329K -$107K -300 -26%
RWM
1794
Reston Wealth Management
Virginia
$326K +$24.7K +69 +9%
PWG
1795
Private Wealth Group
Florida
$323K +$1.79K +5 +0.6%
FNBTCON
1796
First National Bank & Trust Co of Newtown
Pennsylvania
$321K -$17.9K -50 -6%
GKWIM
1797
Gerber Kawasaki Wealth & Investment Management
California
$321K +$17.2K +48 +6%
NCM
1798
Nelson Capital Management
California
$320K -$112K -313 -27%
MHIM
1799
MacNealy Hoover Investment Management
Ohio
$320K
BDWM
1800
Brewin Dolphin Wealth Management
Ireland
$320K +$12.5K +35 +4%

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.