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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
EWM
2026
Elmwood Wealth Management
California
$21K
SWP
2027
Strategic Wealth Partners
Ohio
$20K +$2.42K +7 +14%
HCM
2028
Hilton Capital Management
New York
$20K +$21.8K +63 New
TRCT
2029
Tower Research Capital (TRC)
New York
$18K -$13.5M -38,979 -100%
AP
2030
Atwood & Palmer
Missouri
$18K +$12.4K +36 +180%
CCS
2031
Crosspoint Capital Strategies
California
$18K +$13.8K +40 +250%
BCM
2032
Brasada Capital Management
Texas
$17K
EI
2033
Ellevest Inc
New York
$17K +$18K +52 New
RCG
2034
Ruggie Capital Group
Florida
$16K +$17.6K +51 New
Fidelity International
2035
Fidelity International
Bermuda
$15K -$691 -2 -4%
SPL
2036
Smart Portfolios LLC
Washington
$15K +$15.5K +45 New
UOTTAIMCU
2037
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$15K +$16.2K +47 New
NA
2038
NewEdge Advisors
Louisiana
$13.6K +$1M +2,899 +7%
CFD
2039
Creative Financial Designs
Indiana
$12K -$2.42K -7 -16%
BI
2040
Bramshill Investments
Florida
$10K
Nordea Investment Management
2041
Nordea Investment Management
Sweden
$10K +$11.1K +32 New
PRC
2042
Pearl River Capital
Michigan
$9K +$9.33K +27 New
PCFFS
2043
Pacific Center for Financial Services
California
$8K
RIA
2044
RPG Investment Advisory
California
$8K
WCM
2045
WealthBridge Capital Management
Ohio
$8K +$8.64K +25 New
NSG
2046
Nalls Sherbakoff Group
Tennessee
$7K +$7.25K +21 New
FPB
2047
First PREMIER Bank
South Dakota
$6K +$5.87K +17 +567%
EAM
2048
Eukles Asset Management
Ohio
$6K +$6.22K +18 New
HH
2049
HWG Holdings
Texas
$5K +$345 +1 +7%
NS
2050
NewDay Solutions
New Hampshire
$5K +$4.84K +14 New

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.