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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
BFC
1901
Bedel Financial Consulting
Indiana
$213K
WPA
1902
West Paces Advisors
Georgia
$212K
MC
1903
MIG Capital
California
$210K +$345 +1 +0.2%
RI
1904
Rudd International
Florida
$210K +$226K +654 New
MS
1905
Maven Securities
Jersey
$209K -$3.83M -11,087 -94%
SIAG
1906
Signet Investment Advisory Group
Rhode Island
$209K +$225K +650 New
SP
1907
Successful Portfolios
Florida
$208K -$24.5K -71 -10%
PWM
1908
PRW Wealth Management
Massachusetts
$208K +$223K +646 New
IFAM
1909
Institutional & Family Asset Management
Colorado
$207K -$120K -347 -35%
AAM
1910
Autus Asset Management
Arizona
$206K -$17.3K -50 -7%
BB
1911
Bell Bank
North Dakota
$206K +$221K +640 New
FMTCOCP
1912
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$205K -$30.1K -87 -12%
IIM
1913
Ipswich Investment Management
Massachusetts
$205K
MIS
1914
Morningstar Investment Services
Illinois
$205K +$220K +636 New
CCM
1915
CWH Capital Management
Washington
$203K
JIP
1916
Jaffetilchin Investment Partners
Florida
$202K -$993K -2,875 -82%
DWA
1917
Dougherty Wealth Advisers
Minnesota
$202K +$172K +499 New
KC
1918
Kingfisher Capital
North Carolina
$201K +$4.84K +14 +2%
GAM
1919
Gemmer Asset Management
California
$199K +$14.2K +41 +7%
SCP
1920
Silverleafe Capital Partners
Tennessee
$195K +$209K +605 New
NC
1921
NewSquare Capital
Pennsylvania
$188K
VRM
1922
Vectors Research Management
New York
$185K -$3.8K -11 -2%
BS
1923
Bessemer Securities
New York
$185K +$198K +573 New
M
1924
MOTCO
Texas
$178K +$3.11K +9 +2%
DAM
1925
Delta Asset Management
Tennessee
$177K -$349K -1,010 -65%

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.