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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
JPLA
2001
Joseph P. Lucia & Associates
New York
$83K
SWP
2002
Strategic Wealth Partners
Ohio
$82.3K +$970K +2,713 +680%
PGAM
2003
Princeton Global Asset Management
New Jersey
$77K -$8.94K -25 -11%
HGWM
2004
Harvest Group Wealth Management
Massachusetts
$76K
CFG
2005
CKW Financial Group
Hawaii
$75K
AW
2006
Alpha Windward
Massachusetts
$73K
GWAG
2007
Garrett Wealth Advisory Group
Texas
$72.3K +$67.9K +190 New
GTAM
2008
Global Trust Asset Management
Florida
$64K -$15K -42 -20%
ST
2009
Sageworth Trust
Pennsylvania
$61K
AWA
2010
Artemis Wealth Advisors
New York
$57.1K
BL
2011
Balentine LLC
Georgia
$56K +$9.29K +26 +22%
NIM
2012
NuWave Investment Management
New Jersey
$56K +$28.2K +79 +110%
EI
2013
Ellevest Inc
New York
$53K +$3.22K +9 +7%
UB
2014
UMB Bank
Missouri
$50.4K -$1.94M -5,423 -4%
CCA
2015
Catalyst Capital Advisors
New York
$50K +$47.2K +132 New
CAL
2016
Capital Analysts LLC
Pennsylvania
$49K +$24.7K +69 +113%
FBT
2017
First Bank & Trust
South Dakota
$48K
PCFFS
2018
Pacific Center for Financial Services
California
$48K
SWM
2019
Selective Wealth Management
Virginia
$44K +$41.5K +116 New
SQA
2020
Simon Quick Advisors
New Jersey
$43K -$41.5K -116 -51%
BAM
2021
Barrett Asset Management
New York
$40K +$37.2K +104 New
VIM
2022
Veritas Investment Management
United Kingdom
$40K +$37.5K +105 New
PG
2023
Proffitt & Goodson
Tennessee
$39K
AM
2024
Atwater Malick
Pennsylvania
$39K +$36.8K +103 New
AWM
2025
Avondale Wealth Management
Texas
$38K -$3.58K -10 -9%

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.