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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
KFC
1826
Klingenstein Fields & Co
New York
$259K -$128K -370 -32%
AIA
1827
Allied Investment Advisors
Montana
$259K
CA
1828
Continuum Advisory
Idaho
$259K +$34.5K +100 +14%
SCM
1829
SKBA Capital Management
California
$258K -$363K -1,050 -57%
BFM
1830
Boothbay Fund Management
New York
$258K -$242K -700 -47%
PWMG
1831
Prestige Wealth Management Group
New Jersey
$258K +$276K +799 New
EPA
1832
Element Pointe Advisors
Florida
$258K +$276K +800 New
PTB
1833
Pioneer Trust Bank
Oregon
$258K +$276K +800 New
WIC
1834
Whitegate Investment Counselors
New Hampshire
$257K +$275K +796 New
WIC
1835
Woodmont Investment Counsel
Tennessee
$256K +$275K +795 New
CF
1836
Copperwynd Financial
Arizona
$253K -$1.15M -3,324 -81%
WA
1837
Waverly Advisors
Alabama
$253K -$113K -327 -29%
LFA
1838
Legacy Financial Advisors
Kentucky
$253K -$55.6K -161 -17%
FTC
1839
Farmers Trust Company
Ohio
$253K -$48K -139 -15%
CM
1840
Capital Management
Virginia
$253K
GT
1841
Glenmede Trust
Pennsylvania
$253K -$1.44M -4,166 -0.5%
RWM
1842
RKL Wealth Management
Pennsylvania
$252K -$1.73K -5 -0.6%
BFWA
1843
Benchmark Financial Wealth Advisors
Florida
$250K +$268K +775 New
TIA
1844
Tandem Investment Advisors
South Carolina
$249K -$3.8K -11 -1%
ECM
1845
ExodusPoint Capital Management
New York
$249K +$266K +771 New
FUBT
1846
First United Bank & Trust
Maryland
$248K
BKA
1847
Brick & Kyle Associates
Pennsylvania
$248K +$266K +770 New
APW
1848
Acima Private Wealth
Virginia
$247K +$265K +766 New
SSA
1849
Schonfeld Strategic Advisors
New York
$247K +$25.1M +72,647 +266%
HHGA
1850
Halbert Hargrove Global Advisors
California
$246K -$3.8K -11 -1%

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.