BA icon

Boeing
BA

Overview Fund Activity

2,054 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, 725 increasing their positions, 827 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,054
Holders Change
+130
Holders Change %
+6.76%
% of All Funds
45.84%
Holding in Top 10
205
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.59%
% of All Funds
4.57%
New
266
Increased
725
Reduced
827
Closed
118
Calls
$3.55B
Puts
$3.55B
Net Calls
+$902K
Net Calls Change
+$260M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$715M
2
Newport Trust Company
Newport Trust Company
District of Columbia
+$440M
3
Capital International Investors
Capital International Investors
California
+$355M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$227M
5
Citadel Advisors
Citadel Advisors
Florida
+$224M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$580M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$552M
3
Deutsche Bank
Deutsche Bank
Germany
-$544M
4
BlackRock
BlackRock
New York
-$327M
5
SCM
Suvretta Capital Management
New York
-$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
1976
Barnett & Company
Tennessee
$74K -$32K -100 -30%
FEG
1977
Financial Enhancement Group
Indiana
$74K – – –
CI
1978
CX Institutional
Indiana
$74K +$74K +228 New
W
1979
WealthOne
New York
$72K +$72K +223 New
BWA
1980
Burt Wealth Advisors
Maryland
$71K – – –
AIS
1981
Accurate Investment Solutions
Pennsylvania
$71K +$323 +1 +0.5%
TWMP
1982
Taylor Wealth Management Partners
Massachusetts
$67K -$113K -350 -63%
AW
1983
Alpha Windward
Massachusetts
$66K -$1.29K -4 -2%
TIM
1984
Tortoise Investment Management
New York
$66K – – –
CFG
1985
CKW Financial Group
Hawaii
$65K – – –
LWANC
1986
Laurel Wealth Advisors (North Carolina)
North Carolina
$64K +$64K +199 New
FGC
1987
Financial Gravity Companies
Texas
$60K +$60K +155 New
IAS
1988
INR Advisory Services
Pennsylvania
$57K +$57K +177 New
WDL
1989
Well Done LLC
Michigan
$57K +$57K +178 New
CC
1990
Claybrook Capital
Massachusetts
$57K +$57K +178 New
BHWM
1991
Bay Harbor Wealth Management
Maryland
$56K +$56K +175 New
UB
1992
UMB Bank
Missouri
$48.4K +$1.58K +4,904 +3%
AWA
1993
Artemis Wealth Advisors
New York
$48.4K – – –
Schroder Investment Management Group
1994
Schroder Investment Management Group
United Kingdom
$48.2K +$6.9K +21,380 +17%
PMFA
1995
Plante Moran Financial Advisors
Michigan
$48K +$29.8K +93 +163%
CIM
1996
Contravisory Investment Management
Massachusetts
$45K +$27.6K +86 +159%
SFA
1997
Semmax Financial Advisors
North Carolina
$45K +$45K +139 New
FBT
1998
First Bank & Trust
South Dakota
$44K -$6.52K -20 -13%
CFA
1999
Clarfeld Financial Advisors
New York
$40K +$40K +123 New
1NWS
2000
1 North Wealth Services
Maryland
$40K +$40K +125 New
78 79
80
81 82