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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
Thrivent Financial for Lutherans
176
Thrivent Financial for Lutherans
Minnesota
$56M -$2.31M -6,463 -4%
CFB
177
Cullen/Frost Bankers
Texas
$55.6M +$266K +745 +0.5%
Caisse de Depot et Placement du Quebec (CDPQ)
178
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$55.4M +$3.68M +10,300 +8%
MIM
179
MetLife Investment Management
New Jersey
$55.4M +$447K +1,251 +0.9%
MSL
180
Mackay Shields LLC
New York
$55.2M -$30.2M -84,605 -37%
Schroder Investment Management Group
181
Schroder Investment Management Group
United Kingdom
$54.8M +$7.42M +20,747 +17%
Nomura Holdings
182
Nomura Holdings
Japan
$54.3M +$47.2M +132,084 +1,097%
AIM
183
Allen Investment Management
New York
$54M +$46.5M +130,081 +1,100%
NB
184
Norinchukin Bank
Japan
$52.7M +$1.56M +4,371 +3%
Kovitz Investment Group Partners
185
Kovitz Investment Group Partners
Illinois
$51.6M -$50K -140 -0.1%
LWCA
186
Locust Wood Capital Advisers
New York
$51M +$17.8M +49,874 +59%
GHCM
187
Glen Harbor Capital Management
California
$50.2M -$3.49M -9,772 -7%
Envestnet Asset Management
188
Envestnet Asset Management
Illinois
$49.7M -$1.1M -3,091 -2%
SOMRS
189
State of Michigan Retirement System
Michigan
$48.9M +$1.18M +3,300 +3%
Russell Investments Group
190
Russell Investments Group
United Kingdom
$48.7M -$45.8M -128,218 -50%
WT
191
Whittier Trust
California
$48.7M -$3.41M -9,544 -7%
AG
192
Advisor Group
Arizona
$48.3M -$286K -799 -0.6%
Nomura Asset Management
193
Nomura Asset Management
Japan
$48.2M +$3.6M +10,085 +9%
Comerica Bank
194
Comerica Bank
Texas
$47.6M +$304K +850 +0.6%
MNG
195
Manning & Napier Group
New York
$47.4M -$16.1K -45 -0%
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$47.4M +$1.72M +4,806 +4%
TF
197
TIAA FSB
Florida
$47.3M +$1.92M +5,370 +5%
William Blair Investment Management
198
William Blair Investment Management
Illinois
$47M +$198K +555 +0.5%
Public Sector Pension Investment Board (PSP Investments)
199
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$46.4M +$11M +30,789 +34%
Bessemer Group
200
Bessemer Group
New Jersey
$46.3M +$2.66M +7,431 +7%

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.