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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
TCCM
1976
Timber Creek Capital Management
Massachusetts
$80K
WAS
1977
WESPAC Advisors SoCal
California
$79K +$50.1K +145 +145%
TI
1978
Truehand Inc
New Hampshire
$79K +$84.6K +245 New
JGIA
1979
Jackson Grant Investment Advisers
Connecticut
$76K +$20.4K +59 +33%
AAP
1980
Arax Advisory Partners
Colorado
$74K -$91.9K -266 -54%
BC
1981
Barnett & Company
Tennessee
$74K -$34.5K -100 -30%
FEG
1982
Financial Enhancement Group
Indiana
$74K
CI
1983
CX Institutional
Indiana
$74K +$78.8K +228 New
W
1984
WealthOne
New York
$72K +$77K +223 New
BWA
1985
Burt Wealth Advisors
Maryland
$71K
AIS
1986
Accurate Investment Solutions
Pennsylvania
$71K +$345 +1 +0.5%
TWMP
1987
Taylor Wealth Management Partners
Massachusetts
$67K -$121K -350 -63%
AW
1988
Alpha Windward
Massachusetts
$66K -$1.38K -4 -2%
TIM
1989
Tortoise Investment Management
New York
$66K
CFG
1990
CKW Financial Group
Hawaii
$65K
LWANC
1991
Laurel Wealth Advisors (North Carolina)
North Carolina
$64K +$68.7K +199 New
FGC
1992
Financial Gravity Companies
Texas
$60K +$53.5K +155 New
IAS
1993
INR Advisory Services
Pennsylvania
$57K +$61.1K +177 New
CC
1994
Claybrook Capital
Massachusetts
$57K +$61.5K +178 New
WDL
1995
Well Done LLC
Michigan
$57K +$61.5K +178 New
BHWM
1996
Bay Harbor Wealth Management
Maryland
$56K +$60.5K +175 New
UB
1997
UMB Bank
Missouri
$48.4K +$1.69M +4,904 +3%
AWA
1998
Artemis Wealth Advisors
New York
$48.4K
Schroder Investment Management Group
1999
Schroder Investment Management Group
United Kingdom
$48.2K +$7.39M +21,380 +17%
PMFA
2000
Plante Moran Financial Advisors
Michigan
$48K +$32.1K +93 +163%

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.