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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
LF
1926
Lee Financial
Texas
$177K +$1.73K +5 +0.9%
MWA
1927
Meridian Wealth Advisors
Texas
$177K +$190K +550 New
PCP
1928
Proficio Capital Partners
Massachusetts
$171K -$11.1K -32 -6%
PCA
1929
Peddock Capital Advisors
Massachusetts
$169K
LC
1930
Lindbrook Capital
California
$168K +$180K +521 New
VIM
1931
Veritas Investment Management
United Kingdom
$165K
FRA
1932
Front Row Advisors
California
$164K +$3.11K +9 +2%
MWC
1933
MKD Wealth Coaches
Michigan
$164K +$176K +510 New
CAL
1934
Capital Advisors Ltd
Ohio
$163K +$345 +1 +0.2%
SGM
1935
Skye Global Management
Florida
$161K -$345K -1,000 -67%
NPP
1936
New Potomac Partners
Maryland
$152K
AC
1937
Avestar Capital
New York
$149K +$1.04K +3 +0.6%
APC
1938
Aspire Private Capital
North Carolina
$146K +$156K +452 New
BWL
1939
Bogart Wealth LLC
Virginia
$140K
CAM
1940
CenterStar Asset Management
Illinois
$140K
SCP
1941
Syntal Capital Partners
Texas
$139K -$112K -323 -43%
FTI
1942
Fiduciary Trust International
Massachusetts
$134K +$144K +416 New
LGWM
1943
Litman Gregory Wealth Management
California
$129K
LD
1944
Lipe & Dalton
New York
$127K
THWM
1945
Taylor Hoffman Wealth Management
Virginia
$124K -$44.2K -128 -25%
CIA
1946
CSat Investment Advisory
Michigan
$119K +$14.9K +43 +13%
MFT
1947
Moisand Fitzgerald Tamayo
Florida
$119K +$20.7K +60 +19%
IWP
1948
Icon Wealth Partners
Texas
$117K -$9.67K -28 -7%
WC
1949
Whitnell & Co
Illinois
$116K +$43.9K +127 +55%
BL
1950
Balentine LLC
Georgia
$111K +$112K +325 +1,806%

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.