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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
CAM
1951
CenterStar Asset Management
Illinois
$168K
PCM
1952
Pointe Capital Management
Michigan
$164K
BWM
1953
Baystate Wealth Management
Massachusetts
$163K -$55.4K -155 -27%
FWM
1954
Focused Wealth Management
New York
$161K -$43.3K -121 -22%
HI
1955
Human Investing
Oregon
$160K -$3.22K -9 -2%
LWANC
1956
Laurel Wealth Advisors (North Carolina)
North Carolina
$159K +$1.79K +5 +1%
CL
1957
CSS LLC
Illinois
$156K
NC
1958
NewSquare Capital
Pennsylvania
$153K
FIA
1959
FNY Investment Advisers
New York
$152K -$143K -400 -50%
LGWM
1960
Litman Gregory Wealth Management
California
$152K
FPFS
1961
First Personal Financial Services
North Carolina
$151K -$120K -335 -46%
IAM
1962
Iridian Asset Management
Connecticut
$151K +$142K +398 New
KFS
1963
Kelly Financial Services
Massachusetts
$148K -$71.5K -200 -34%
THWM
1964
Taylor Hoffman Wealth Management
Virginia
$147K
EWA
1965
Evolution Wealth Advisors
Florida
$141K -$18.2K -51 -12%
AA
1966
AlphaMark Advisors
Kentucky
$139K -$6.79K -19 -5%
WAS
1967
Winch Advisory Services
Wisconsin
$138K +$16.1K +45 +14%
SMFG
1968
Sumitomo Mitsui Financial Group
Japan
$136K +$127K +355 New
FRA
1969
Front Row Advisors
California
$135K -$24.7K -69 -16%
VRM
1970
Vectors Research Management
New York
$135K +$67.9K +190 +115%
SAS
1971
Stelac Advisory Services
New York
$135K +$127K +356 New
KBFS
1972
Kohmann Bosshard Financial Services
Ohio
$133K +$125K +350 New
TF
1973
TimeScale Financial
Massachusetts
$130K
ECM
1974
Estabrook Capital Management
New York
$130K
KWA
1975
KCS Wealth Advisory
California
$128K +$120K +336 New

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.