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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
ECM
1951
Estabrook Capital Management
New York
$110K
JFA
1952
JNBA Financial Advisors
Minnesota
$108K -$201K -582 -63%
APSP
1953
Asset Planning Services (Pennsylvania)
Pennsylvania
$105K +$691 +2 +0.6%
DOA
1954
D'Orazio & Associates
Virginia
$103K
LJHT
1955
Laurie J. Hall Trustee
$103K
TAIM
1956
TD Ameritrade Investment Management
Nebraska
$101K -$5.53K -16 -5%
GTAM
1957
Global Trust Asset Management
Florida
$100K
CWM
1958
Cranbrook Wealth Management
Michigan
$99K
LFG
1959
Larson Financial Group
Missouri
$99K +$106K +306 New
IFA
1960
Interactive Financial Advisors
Illinois
$97K
AWM
1961
Arbor Wealth Management
Florida
$97K +$104K +301 New
EWA
1962
ERTS Wealth Advisors
Michigan
$97K +$104K +301 New
SCA
1963
Stuart Chaussee & Associates
California
$96K +$82.6K +239 +412%
LB
1964
Legacy Bridge
Iowa
$95K +$102K +294 New
CA
1965
Centerpoint Advisors
Massachusetts
$89K -$156K -451 -62%
TFA
1966
Transamerica Financial Advisors
Florida
$89K +$39K +113 +71%
NAMA
1967
Nikko Asset Management Americas
New York
$86K +$57.7K +167 +169%
SGS
1968
Sterling Global Strategies
California
$85.8K +$91.9K +266 New
WAS
1969
Winch Advisory Services
Wisconsin
$85K +$345 +1 +0.4%
JWA
1970
JFS Wealth Advisors
Pennsylvania
$84K -$5.18K -15 -5%
BCA
1971
Bray Capital Advisors
Florida
$84K +$89.8K +260 New
PAMU
1972
Pictet Asset Management (UK)
United Kingdom
$83.7K -$20.6M -59,603 -19%
CTB
1973
Country Trust Bank
Illinois
$82K
EWM
1974
Endurance Wealth Management
Rhode Island
$81K -$15.5K -45 -15%
AA
1975
AlphaMark Advisors
Kentucky
$81K

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.