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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
KC
1926
Kingfisher Capital
North Carolina
$257K +$19.6K +51 +8%
CWM
1927
Centric Wealth Management
Illinois
$256K -$125K -325 -33%
RPGK
1928
Retirement Planning Group (Kansas)
Kansas
$254K +$2.31K +6 +0.9%
BFC
1929
Bedel Financial Consulting
Indiana
$253K +$385 +1 +0.2%
GIA
1930
Gladstone Institutional Advisory
Florida
$253K +$255K +662 New
SIM
1931
Sadoff Investment Management
Wisconsin
$252K -$38.5K -100 -13%
LC
1932
Lincoln Capital
Nebraska
$251K +$253K +658 New
WPA
1933
West Paces Advisors
Georgia
$250K
LAIC
1934
Lederer & Associates Investment Counsel
California
$249K -$9.62K -25 -4%
NDSI
1935
Newman Dignan & Sheerar Inc
Rhode Island
$249K -$9.62K -25 -4%
HFA
1936
Huber Financial Advisors
Illinois
$248K +$250K +650 New
HIM
1937
Hotaling Investment Management
Pennsylvania
$245K -$15.4K -40 -6%
CIA
1938
CSat Investment Advisory
Michigan
$245K +$105K +273 +74%
SLA
1939
Silver Lake Advisory
Utah
$245K +$248K +643 New
SWAG
1940
Spectrum Wealth Advisory Group
California
$244K +$246K +640 New
BFM
1941
Boothbay Fund Management
New York
$243K -$63.1K -164 -21%
IIM
1942
Ipswich Investment Management
Massachusetts
$242K
KFC
1943
Klingenstein Fields & Co
New York
$241K -$65.4K -170 -21%
CCM
1944
CWH Capital Management
Washington
$240K
CCM
1945
Carlson Capital Management
Minnesota
$240K +$242K +629 New
BWCS
1946
Beirne Wealth Consulting Services
Connecticut
$239K -$19.6K -51 -8%
PWMG
1947
Prestige Wealth Management Group
New Jersey
$238K -$67K -174 -22%
FEG
1948
Financial Enhancement Group
Indiana
$236K +$161K +419 +210%
SL
1949
Summitry LLC
California
$236K +$238K +619 New
5L
1950
55I LLC
Massachusetts
$236K +$239K +620 New

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.