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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
ATPW
1926
Ashton Thomas Private Wealth
Arizona
$211K -$16.1K -45 -8%
MC
1927
Matisse Capital
Oregon
$211K
RI
1928
Rudd International
Florida
$210K -$35.7K -100 -15%
PAS
1929
Partnervest Advisory Services
California
$210K -$357 -1 -0.2%
NPPM
1930
North Point Portfolio Managers
Ohio
$210K
SFG
1931
SNS Financial Group
Minnesota
$209K +$197K +551 New
OFW
1932
Omnia Family Wealth
Florida
$208K -$98.3K -275 -33%
KLI
1933
Kelman-Lazarov Inc
Tennessee
$208K +$196K +548 New
CAL
1934
Capital Advisors Ltd
Ohio
$207K -$23.6K -66 -11%
LD
1935
Lipe & Dalton
New York
$207K
SAM
1936
Steinberg Asset Management
New York
$207K +$194K +544 New
SC
1937
Slow Capital
California
$206K +$193K +540 New
DPI
1938
Diversified Portfolios Inc
Michigan
$205K +$193K +540 New
IDA
1939
Intelligence Driven Advisers
California
$204K +$191K +535 New
SMFS
1940
Squar Milner Financial Services
California
$202K +$142K +398 +48%
JCM
1941
Jacobsen Capital Management
Utah
$201K -$25K -70 -12%
GHAM
1942
Gilman Hill Asset Management
Connecticut
$201K +$188K +527 New
PWMG
1943
Prestige Wealth Management Group
New Jersey
$200K
BSPF
1944
British Steel Pension Fund
United Kingdom
$199K -$435K -1,218 -70%
PWP
1945
Personal Wealth Partners
Minnesota
$191K +$3.22K +9 +2%
M
1946
MOTCO
Texas
$190K -$135K -378 -43%
DWA
1947
Dougherty Wealth Advisers
Minnesota
$190K
FEG
1948
Financial Enhancement Group
Indiana
$175K
LFG
1949
Larson Financial Group
Missouri
$175K +$54.3K +152 +49%
PFO
1950
Pathstone Family Office
New Jersey
$168K -$523K -1,463 -77%

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.