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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
PCM
1876
Prelude Capital Management
New York
$253K +$238K +666 New
LC
1877
Lincoln Capital
Nebraska
$250K
VAM
1878
Verity Asset Management
North Carolina
$250K +$39.3K +110 +20%
BWL
1879
Bogart Wealth LLC
Virginia
$250K +$79K +221 +51%
WPA
1880
West Paces Advisors
Georgia
$250K
TPW
1881
Tiller Private Wealth
Pennsylvania
$249K +$17.9K +50 +8%
CWM
1882
Centric Wealth Management
Illinois
$248K -$17.9K -50 -7%
RPGK
1883
Retirement Planning Group (Kansas)
Kansas
$248K -$5K -14 -2%
NDSI
1884
Newman Dignan & Sheerar Inc
Rhode Island
$248K
HFA
1885
Huber Financial Advisors
Illinois
$247K -$7.51K -21 -3%
BFPW
1886
BOK Financial Private Wealth
Colorado
$247K +$232K +649 New
MCM
1887
Mainstay Capital Management
Michigan
$246K +$231K +647 New
PP
1888
PrairieView Partners
Minnesota
$244K +$229K +642 New
OFG
1889
OmniStar Financial Group
North Carolina
$242K +$715 +2 +0.3%
CA
1890
Continuum Advisory
Idaho
$242K +$5.36K +15 +2%
CAM
1891
Concorde Asset Management
Michigan
$240K -$162K -454 -42%
HIM
1892
Hotaling Investment Management
Pennsylvania
$240K +$4.29K +12 +2%
WCAMG
1893
Woodard & Company Asset Management Group
North Carolina
$240K +$225K +630 New
TA
1894
Thor Advisors
New York
$240K +$226K +631 New
CG
1895
CFO4Life Group
Texas
$239K +$357 +1 +0.2%
BFG
1896
Beacon Financial Group
Texas
$237K -$100K -280 -31%
PP
1897
PDS Planning
Ohio
$237K +$357 +1 +0.2%
AIM
1898
Avity Investment Management
Connecticut
$236K
VCM
1899
Vivaldi Capital Management
Illinois
$235K +$221K +617 New
FPGK
1900
Financial Partners Group (Kansas)
Kansas
$231K +$217K +608 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.