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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
AWM
1901
Altavista Wealth Management
North Carolina
$229K
EGA
1902
Eagle Global Advisors
Texas
$228K -$2.86K -8 -1%
TIA
1903
Tandem Investment Advisors
South Carolina
$227K -$14.3K -40 -6%
AAM
1904
Autus Asset Management
Arizona
$227K +$14.7K +41 +7%
IHL
1905
Investment House LLC
California
$226K -$152K -425 -42%
KC
1906
Kingfisher Capital
North Carolina
$225K +$1.07K +3 +0.5%
RWMH
1907
Riverpoint Wealth Management Holdings
Illinois
$220K +$715 +2 +0.3%
AIP
1908
Almanack Investment Partners
Pennsylvania
$220K +$3.93K +11 +2%
KTA
1909
Keeley-Teton Advisors
Illinois
$219K
CAG
1910
Csenge Advisory Group
Florida
$219K +$206K +577 New
CFS
1911
Cannon Financial Strategists
Georgia
$218K +$205K +573 New
FAM
1912
Formidable Asset Management
Ohio
$218K -$1.33M -3,714 -87%
ZIC
1913
ZWJ Investment Counsel
Georgia
$218K -$48.3K -135 -19%
MAP
1914
Milestone Advisory Partners
North Carolina
$218K -$2.5K -7 -1%
BS
1915
Bessemer Securities
New York
$218K
FMTCOCP
1916
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$217K -$17.9K -50 -8%
PMFA
1917
Plante Moran Financial Advisors
Michigan
$217K +$22.2K +62 +12%
IWA
1918
Intercontinental Wealth Advisors
Texas
$216K -$5.36K -15 -3%
GAM
1919
Gemmer Asset Management
California
$215K -$5K -14 -2%
BFA
1920
Benedict Financial Advisors
Georgia
$215K
TIA
1921
Traphagen Investment Advisors
New Jersey
$215K +$715 +2 +0.4%
VFP
1922
Verus Financial Partners
Virginia
$213K +$200K +560 New
RCA
1923
Ranch Capital Advisors
Florida
$213K +$201K +561 New
ARG
1924
Advisory Resource Group
Oklahoma
$212K
BWM
1925
Biltmore Wealth Management
Arizona
$212K +$357 +1 +0.2%

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.