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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
SIM
1851
Sadoff Investment Management
Wisconsin
$245K -$8.64K -25 -3%
DAM
1852
Doheny Asset Management
California
$243K
MSE
1853
MUFG Securities EMEA
United Kingdom
$242K -$40.1M -116,159 -99%
HCM
1854
HGI Capital Management
New York
$242K -$86.4K -250 -25%
GFP
1855
Gryphon Financial Partners
Ohio
$242K -$29.7K -86 -10%
OAM
1856
Occidental Asset Management
California
$242K
RW
1857
REDW Wealth
New Mexico
$241K -$69.1K -200 -21%
MCIA
1858
Mountain Capital Investment Advisors
Colorado
$240K -$50.1K -145 -16%
OFW
1859
Omnia Family Wealth
Florida
$240K +$345 +1 +0.1%
IWA
1860
Intercontinental Wealth Advisors
Texas
$240K +$21.1K +61 +9%
Diamond Hill Capital Management
1861
Diamond Hill Capital Management
Ohio
$239K +$41.5K +120 +19%
BDWM
1862
Brewin Dolphin Wealth Management
Ireland
$239K
PWA
1863
Peterson Wealth Advisors
Utah
$238K -$25.6K -74 -9%
RWM
1864
Reston Wealth Management
Virginia
$238K +$255K +737 New
TNAM
1865
Terra Nova Asset Management
New York
$237K -$162K -470 -39%
ODG
1866
O'Dell Group
Ohio
$237K +$1.38K +4 +0.5%
FM
1867
Family Management
New York
$237K +$24.2K +70 +11%
WAP
1868
Wealthcare Advisory Partners
Pennsylvania
$236K -$247K -716 -49%
NCM
1869
Neumann Capital Management
California
$235K -$24.2K -70 -9%
PB
1870
Pinnacle Bancorp
Nebraska
$235K +$252K +728 New
HCM
1871
Howland Capital Management
Massachusetts
$234K -$41.5K -120 -14%
KCM
1872
Kanawha Capital Management
Virginia
$234K +$12.1K +35 +5%
FPFS
1873
First Personal Financial Services
North Carolina
$233K -$8.29K -24 -3%
SAM
1874
Summit Asset Management
Tennessee
$233K
PC
1875
Port Capital
Illinois
$233K +$345 +1 +0.1%

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.