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2,123 hedge funds and large institutions have $146B invested in Boeing in 2019 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 805 increasing their positions, 912 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 127

15% more capital invested

Capital invested by funds: $127B → $146B (+$19.4B)

3% more funds holding

Funds holding: 2,0592,123 (+64)

1.57% less ownership

Funds ownership: 69.67%68.1% (-1.6%)

2% less funds holding in top 10

Funds holding in top 10: 209205 (-4)

12% less repeat investments, than reductions

Existing positions increased: 805 | Existing positions reduced: 912

21% less call options, than puts

Call options by funds: $5.57B | Put options by funds: $7.07B

Holders
2,123
Holders Change
+64
Holders Change %
+3.11%
% of All Funds
45.95%
Holding in Top 10
205
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.91%
% of All Funds
4.44%
New
213
Increased
805
Reduced
912
Closed
127
Calls
$5.57B
Puts
$7.07B
Net Calls
-$1.5B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Change in
Stake
LI
1976
Lafayette Investments
Maryland
$217K +$219K +569 New
RWA
1977
Redhawk Wealth Advisors
Minnesota
$216K +$217K +565 New
BFA
1978
Benedict Financial Advisors
Georgia
$215K +$217K +565 New
BA
1979
BKS Advisors
Michigan
$214K -$378K -982 -64%
MC
1980
Matisse Capital
Oregon
$212K +$214K +555 New
OWA
1981
One Wealth Advisors
California
$211K -$309K -803 -59%
NPPM
1982
North Point Portfolio Managers
Ohio
$211K +$213K +553 New
MWA
1983
Meridian Wealth Advisors
Texas
$210K
AWM
1984
Altavista Wealth Management
North Carolina
$210K +$212K +551 New
BHTS
1985
Bar Harbor Trust Services
Maine
$208K +$210K +545 New
LD
1986
Lipe & Dalton
New York
$207K +$57.7K +150 +38%
MTC
1987
McDaniel Terry & Co
Texas
$207K +$209K +543 New
SAM
1988
Steinberg Asset Management
New York
$207K +$209K +544 New
IDA
1989
Intelligence Driven Advisers
California
$206K +$207K +539 New
AAM
1990
Autus Asset Management
Arizona
$205K -$38.5K -100 -16%
DPI
1991
Diversified Portfolios Inc
Michigan
$204K +$206K +536 New
FRA
1992
Front Row Advisors
California
$203K +$10K +26 +5%
CCP
1993
Clarkston Capital Partners
Michigan
$203K +$205K +532 New
TIA
1994
Traphagen Investment Advisors
New Jersey
$202K +$204K +530 New
HCM
1995
Harvest Capital Management
New Hampshire
$202K -$121K -315 -37%
PWM
1996
Paulson Wealth Management
Illinois
$201K +$202K +526 New
GHAM
1997
Gilman Hill Asset Management
Connecticut
$201K +$203K +527 New
SICM
1998
Sustainable Insight Capital Management
New York
$200K +$202K +525 New
MWC
1999
MKD Wealth Coaches
Michigan
$196K +$1.16K +3 +0.6%
PCA
2000
Peddock Capital Advisors
Massachusetts
$195K -$5K -13 -2%

BA Hedge Fund Activity: Q1 2019 in Review

2,123 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2019, worth a combined $146B — up 15% from $127B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new BA positions and 127 closed out — a net gain of 86 holders — while 805 added to existing stakes and 912 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $923M. The largest seller was Newport Trust Company, cutting an estimated $1.2B.

  • 2,123 institutional investors held Boeing (BA) as of Q1 2019, up from 2,059 in Q4 2018.
  • Funds reported $146B of Boeing stock for Q1 2019, up 15% quarter-over-quarter.
  • 213 funds opened new Boeing positions in Q1 2019 and 127 closed out, a net change of +86 holders.
  • The largest Boeing buyer in Q1 2019 was Susquehanna International Group, an estimated $923M added.
  • The largest Boeing seller in Q1 2019 was Newport Trust Company, an estimated $1.2B sold.

Based on aggregated 13F filings for Q1 2019.