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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
VCM
1876
Versant Capital Management
Arizona
$233K +$345 +1 +0.1%
SEIA
1877
Signature Estate & Investment Advisors
California
$232K -$8.64K -25 -3%
PAS
1878
Partnervest Advisory Services
California
$231K +$247K +715 New
NP
1879
NS Partners
United Kingdom
$230K -$8.64K -25 -3%
GKWIM
1880
Gerber Kawasaki Wealth & Investment Management
California
$229K -$5.18K -15 -2%
ZIC
1881
ZWJ Investment Counsel
Georgia
$229K +$1.04K +3 +0.4%
MSFP
1882
Mark Sheptoff Financial Planning
Connecticut
$228K +$345 +1 +0.1%
HIC
1883
Harvey Investment Company
Kentucky
$226K
GIM
1884
Groesbeck Investment Management
New Jersey
$226K +$242K +700 New
WA
1885
Wealth Architects
California
$225K -$148K -428 -38%
QSS
1886
Quantitative Systematic Strategies
Florida
$224K +$240K +695 New
GC
1887
Gilbert & Cook
Iowa
$223K +$15.5K +45 +7%
SAMC
1888
Spectrum Asset Management (California)
California
$221K
RIS
1889
Retirement Income Solutions
Michigan
$220K
WA
1890
WealthTrust-Arizona
Arizona
$220K
PI
1891
Pathlight Investors
Arizona
$220K +$221K +639 New
HIM
1892
Hotaling Investment Management
Pennsylvania
$220K +$236K +682 New
BCA
1893
Bay Colony Advisors
Massachusetts
$219K +$42.5K +123 +22%
BWCS
1894
Beirne Wealth Consulting Services
Connecticut
$219K +$234K +678 New
LAIC
1895
Lederer & Associates Investment Counsel
California
$218K +$1.73K +5 +0.7%
PP
1896
PDS Planning
Ohio
$217K -$1.04K -3 -0.4%
WCM
1897
Windsor Capital Management
Arizona
$217K +$16.6K +48 +8%
EGA
1898
Eagle Global Advisors
Texas
$216K
EWM
1899
Executive Wealth Management
Michigan
$215K +$231K +668 New
RPGK
1900
Retirement Planning Group (Kansas)
Kansas
$213K -$1.04K -3 -0.5%

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.