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2,123 hedge funds and large institutions have $146B invested in Boeing in 2019 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 805 increasing their positions, 912 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 127

15% more capital invested

Capital invested by funds: $127B → $146B (+$19.4B)

3% more funds holding

Funds holding: 2,0592,123 (+64)

1.57% less ownership

Funds ownership: 69.67%68.1% (-1.6%)

2% less funds holding in top 10

Funds holding in top 10: 209205 (-4)

12% less repeat investments, than reductions

Existing positions increased: 805 | Existing positions reduced: 912

21% less call options, than puts

Call options by funds: $5.57B | Put options by funds: $7.07B

Holders
2,123
Holders Change
+64
Holders Change %
+3.11%
% of All Funds
45.95%
Holding in Top 10
205
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.91%
% of All Funds
4.44%
New
213
Increased
805
Reduced
912
Closed
127
Calls
$5.57B
Puts
$7.07B
Net Calls
-$1.5B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1876
Arcadia Investment Advisors
Idaho
$292K -$9.24K -24 -8%
FAT
1877
First American Trust
California
$292K -$31.2K -81 -10%
WA
1878
Waverly Advisors
Alabama
$291K -$8.08K -21 -3%
OAM
1879
Occidental Asset Management
California
$291K +$5K +13 +2%
FFG
1880
Ford Financial Group
California
$289K +$293K +760 New
MCIA
1881
Mountain Capital Investment Advisors
Colorado
$288K +$3.46K +9 +1%
KCPG
1882
Kavar Capital Partners Group
Kansas
$288K +$291K +755 New
HCM
1883
HGI Capital Management
New York
$286K
SCM
1884
Stordahl Capital Management
Colorado
$285K -$18.1K -47 -6%
RW
1885
REDW Wealth
New Mexico
$285K
MA
1886
MANA Advisors
New York
$284K +$286K +744 New
MFP
1887
Meridian Financial Partners
Virginia
$283K -$601K -1,560 -68%
NCM
1888
Noesis Capital Mangement
Florida
$282K -$263K -683 -48%
BFO
1889
Boston Family Office
Massachusetts
$282K -$125K -324 -30%
PWA
1890
Peterson Wealth Advisors
Utah
$282K +$2.31K +6 +0.8%
VCM
1891
Versant Capital Management
Arizona
$279K +$3.08K +8 +1%
GKWIM
1892
Gerber Kawasaki Wealth & Investment Management
California
$279K +$8.08K +21 +3%
CIAS
1893
Capital Investment Advisory Services
North Carolina
$278K -$339K -880 -55%
NCM
1894
Neumann Capital Management
California
$278K
PB
1895
Pinnacle Bancorp
Nebraska
$278K
FFG
1896
Frisch Financial Group
New York
$277K -$55.8K -145 -17%
TIA
1897
Tandem Investment Advisors
South Carolina
$277K -$17.7K -46 -6%
ODG
1898
O'Dell Group
Ohio
$277K -$3.46K -9 -1%
KCM
1899
Kanawha Capital Management
Virginia
$277K
WA
1900
Wealth Architects
California
$277K +$11.2K +29 +4%

BA Hedge Fund Activity: Q1 2019 in Review

2,123 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2019, worth a combined $146B — up 15% from $127B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new BA positions and 127 closed out — a net gain of 86 holders — while 805 added to existing stakes and 912 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $923M. The largest seller was Newport Trust Company, cutting an estimated $1.2B.

  • 2,123 institutional investors held Boeing (BA) as of Q1 2019, up from 2,059 in Q4 2018.
  • Funds reported $146B of Boeing stock for Q1 2019, up 15% quarter-over-quarter.
  • 213 funds opened new Boeing positions in Q1 2019 and 127 closed out, a net change of +86 holders.
  • The largest Boeing buyer in Q1 2019 was Susquehanna International Group, an estimated $923M added.
  • The largest Boeing seller in Q1 2019 was Newport Trust Company, an estimated $1.2B sold.

Based on aggregated 13F filings for Q1 2019.