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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
DDC
1801
DF Dent & Co
Maryland
$318K -$16.8K -47 -5%
FUBT
1802
First United Bank & Trust
Maryland
$318K
CIAS
1803
Capital Investment Advisory Services
North Carolina
$317K -$37.2K -104 -11%
RHFI
1804
Reilly Herbert Faulkner III
$315K
CA
1805
Capital Advantage
California
$315K +$296K +828 New
ML
1806
McAdam LLC
Pennsylvania
$314K -$6.43K -18 -2%
SIM
1807
SSI Investment Management
California
$314K
NFG
1808
NewFocus Financial Group
Washington
$313K +$294K +823 New
AA
1809
Alesco Advisors
New York
$310K -$328K -918 -53%
PCP
1810
Proficio Capital Partners
Massachusetts
$310K -$93.3K -261 -24%
CMP
1811
Courage Miller Partners
Virginia
$310K -$14.3K -40 -5%
DCM
1812
Dimension Capital Management
Florida
$310K
JWM
1813
Jackson Wealth Management
Florida
$310K +$295K +826 New
FFG
1814
Fortem Financial Group
California
$306K +$17.9K +50 +7%
CA
1815
Crewe Advisors
Utah
$304K
LC
1816
Loews Corp
New York
$304K
PTB
1817
Pioneer Trust Bank
Oregon
$304K
SWMG
1818
Signature Wealth Management Group
Georgia
$304K
SFWC
1819
Strategic Family Wealth Counselors
New Jersey
$304K +$71.5K +200 +33%
CC
1820
Capital Counsel
New York
$304K +$286K +800 New
FSC
1821
Full Sail Capital
Oklahoma
$303K +$57.5K +161 +24%
CWM
1822
Circle Wealth Management
New Jersey
$302K +$80.4K +225 +40%
GC
1823
Grace Capital
Massachusetts
$300K -$1.97M -5,500 -87%
APW
1824
Acima Private Wealth
Virginia
$300K
WA
1825
Wealth Architects
California
$299K -$357 -1 -0.1%

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.