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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
EFL
1801
ERn Financial LLC
Wisconsin
$371K +$1.93K +5 +0.5%
KM
1802
Kalos Management
Georgia
$370K -$33.1K -86 -8%
HWA
1803
Heritage Wealth Advisors
Virginia
$367K -$28.1K -73 -7%
RTS
1804
Round Table Services
New Jersey
$366K -$53.9K -140 -13%
AOWM
1805
Alpha Omega Wealth Management
Virginia
$362K +$17.3K +45 +5%
MM
1806
Meridian Management
Arkansas
$362K +$366K +950 New
SMFS
1807
Squar Milner Financial Services
California
$361K -$26.2K -68 -7%
WIC
1808
Whitegate Investment Counselors
New Hampshire
$361K +$57.7K +150 +19%
SIG
1809
Sky Investment Group
Connecticut
$359K
CCM
1810
Colorado Capital Management
Colorado
$358K -$44.3K -115 -11%
BC
1811
Burleson & Co
California
$357K -$125K -326 -26%
CIC
1812
Cornercap Investment Counsel
Georgia
$357K -$38.5K -100 -10%
PA
1813
Probity Advisors
Texas
$356K -$29.3K -76 -8%
FSA
1814
Financial Sense Advisors
California
$355K +$358K +930 New
AIIMS
1815
Analyst IMS Investment Management Services
Israel
$354K -$80.8K -210 -18%
NFG
1816
Nadler Financial Group
Illinois
$354K +$30K +78 +9%
F
1817
Filament
Washington
$348K -$385 -1 -0.1%
FC
1818
Financial Consulate
Maryland
$344K +$3.85K +10 +1%
DAM
1819
Doheny Asset Management
California
$344K +$57.7K +150 +20%
CIA
1820
Cascade Investment Advisors
Oregon
$343K
AGA
1821
Accuvest Global Advisors
Utah
$343K +$346K +898 New
VC
1822
Voit & Company
Wisconsin
$343K +$346K +900 New
MAA
1823
Matrix Asset Advisors
New York
$342K +$385 +1 +0.1%
SP
1824
Successful Portfolios
Florida
$340K +$94.7K +246 +38%
WAM
1825
Winslow Asset Management
Ohio
$339K

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.