We are live on ! Find out more

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
OAM
1851
Occidental Asset Management
California
$271K
CF
1852
Copperwynd Financial
Arizona
$270K
JWM
1853
JGP Wealth Management
Oregon
$269K +$262K +733 New
SWK
1854
Stephen W. Kidder
$268K
OC
1855
Oakmont Corp
California
$266K -$43.6M -122,093 -99%
PCM
1856
Palisade Capital Management
New Jersey
$266K -$71.5K -200 -22%
WPIC
1857
White Pine Investment Company
Michigan
$266K -$4.29K -12 -2%
ARMC
1858
American Research & Management Company
Massachusetts
$266K
ETI
1859
Enterprise Trust & Investment
California
$266K
HIC
1860
Harvey Investment Company
Kentucky
$266K
NWA
1861
New World Advisors
Massachusetts
$266K
UC
1862
Unio Capital
New Jersey
$266K +$250K +700 New
FWCM
1863
First Western Capital Management
California
$264K -$54.3K -152 -18%
FFC
1864
First Financial Corp
Indiana
$263K +$3.93K +11 +2%
KCM
1865
Kanawha Capital Management
Virginia
$261K -$8.94K -25 -4%
CI
1866
CX Institutional
Indiana
$260K +$38.6K +108 +19%
RIS
1867
Retirement Income Solutions
Michigan
$259K
WAM
1868
Weiss Asset Management
Massachusetts
$259K +$39.7K +111 +19%
MFP
1869
Meridian Financial Partners
Virginia
$258K -$5K -14 -2%
SICM
1870
Sustainable Insight Capital Management
New York
$258K
SAM
1871
Summit Asset Management
Tennessee
$256K
AMM
1872
American Money Management
California
$255K +$35.7K +100 +18%
VCM
1873
Versant Capital Management
Arizona
$254K +$3.58K +10 +2%
IWP
1874
Icon Wealth Partners
Texas
$253K +$237K +664 New
FBC
1875
Fairfield, Bush & Co
Connecticut
$253K +$238K +665 New

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.