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2,062 hedge funds and large institutions have $147B invested in Boeing in 2019 Q3 according to their latest regulatory filings, with 103 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: 2,1032,062 (-41)

21% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 130

24% less call options, than puts

Call options by funds: $5.39B | Put options by funds: $7.11B

Holders
2,062
Holders Change
-41
Holders Change %
-1.95%
% of All Funds
45.22%
Holding in Top 10
170
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.59%
% of All Funds
3.73%
New
103
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
BFC
1826
Bedel Financial Consulting
Indiana
$298K +$357 +1 +0.1%
KCPG
1827
Kavar Capital Partners Group
Kansas
$297K -$8.94K -25 -3%
SWAG
1828
Spectrum Wealth Advisory Group
California
$296K +$32.2K +90 +13%
NA
1829
Nottingham Advisors
New York
$293K
CCM
1830
Cox Capital Management
Massachusetts
$292K
MCWS
1831
McKinley Carter Wealth Services
West Virginia
$292K +$275K +768 New
FTC
1832
Farmers Trust Company
Ohio
$291K -$16.1K -45 -6%
AWE
1833
Avidian Wealth Enterprises
Texas
$291K -$7.51K -21 -3%
HHGA
1834
Halbert Hargrove Global Advisors
California
$291K -$1.43K -4 -0.5%
MSFP
1835
Mark Sheptoff Financial Planning
Connecticut
$289K -$46.1K -129 -15%
SCM
1836
Stordahl Capital Management
Colorado
$289K
BOS
1837
Bank of Stockton
California
$287K -$411K -1,150 -60%
VR
1838
Viridian RIA
Washington
$285K -$20.7K -58 -7%
HCM
1839
HGI Capital Management
New York
$285K
FAT
1840
First American Trust
California
$283K -$7.86K -22 -3%
PWA
1841
Peterson Wealth Advisors
Utah
$283K +$357 +1 +0.1%
AIP
1842
Ahrens Investment Partners
Louisiana
$282K +$265K +740 New
Connor, Clark & Lunn Investment Management (CC&L)
1843
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$280K -$3.07M -8,575 -92%
VCP
1844
Vista Capital Partners
Oregon
$280K +$263K +737 New
ACA
1845
Anchor Capital Advisors
Massachusetts
$279K
ODG
1846
O'Dell Group
Ohio
$279K +$1.43K +4 +0.5%
NCM
1847
Neumann Capital Management
California
$278K
AIA
1848
Arcadia Investment Advisors
Idaho
$277K -$1.79K -5 -2%
BMC
1849
Benin Management Corp
Connecticut
$274K
PB
1850
Pinnacle Bancorp
Nebraska
$271K -$6.08K -17 -2%

BA Hedge Fund Activity: Q3 2019 in Review

2,062 of the 4,560 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 103 opened new positions — a net loss of 27 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.

  • 2,062 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.
  • 103 funds opened new Boeing positions in Q3 2019 and 130 closed out, a net change of -27 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.