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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
CIM
2001
Contravisory Investment Management
Massachusetts
$45K +$29.7K +86 +159%
SFA
2002
Semmax Financial Advisors
North Carolina
$45K +$48K +139 New
FBT
2003
First Bank & Trust
South Dakota
$44K -$6.91K -20 -13%
CFA
2004
Clarfeld Financial Advisors
New York
$40K +$42.5K +123 New
1NWS
2005
1 North Wealth Services
Maryland
$40K +$43.2K +125 New
FWC
2006
First Washington Corp
Washington
$36K
CL
2007
CSS LLC
Illinois
$35K +$37K +107 New
PG
2008
Proffitt & Goodson
Tennessee
$33K +$33.2K +96 +1,371%
CSS
2009
Cubist Systematic Strategies
Connecticut
$32K -$685K -1,984 -95%
SJIM
2010
St. Johns Investment Management
Florida
$32K -$57K -165 -62%
BAMG
2011
Brand Asset Management Group
Missouri
$32K -$23.1K -67 -41%
AWM
2012
Avondale Wealth Management
Texas
$32K -$3.8K -11 -10%
AIM
2013
Arcadia Investment Management
Michigan
$32K
BCM
2014
Blume Capital Management
California
$32K
IWMA
2015
Ironwood Wealth Management (Arizona)
Arizona
$32K
SA
2016
SRH Advisors
Kansas
$32K
IF
2017
Ironwood Financial
Arizona
$32K +$34.2K +99 New
NCM
2018
Next Capital Management
New York
$32K +$34.2K +99 New
MG
2019
MilWealth Group
Wisconsin
$29.3K +$31.4K +91 New
CFA
2020
Camarda Financial Advisors
Florida
$29K
IP
2021
Intellectus Partners
California
$27K -$311K -900 -92%
BWP
2022
Baldwin Wealth Partners
Massachusetts
$27K
HS
2023
Horan Securities
United States
$27K
CWM
2024
Catamount Wealth Management
Connecticut
$25K
WAM
2025
Watermark Asset Management
California
$23K

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.