We are live on ! Find out more

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
AIM
2026
Arcadia Investment Management
Michigan
$38K
FA
2027
Fortis Advisors
Pennsylvania
$38K
IFA
2028
Interactive Financial Advisors
Illinois
$38K
IF
2029
Ironwood Financial
Arizona
$38K
IWMA
2030
Ironwood Wealth Management (Arizona)
Arizona
$38K
SA
2031
SRH Advisors
Kansas
$38K
RFWA
2032
RPg Family Wealth Advisory
Massachusetts
$36.1K +$20K +56 +144%
1NWS
2033
1 North Wealth Services
Maryland
$32K +$30.4K +85 New
GWA
2034
Guidant Wealth Advisors
Illinois
$30K
HS
2035
Horan Securities
United States
$29K
BCM
2036
Blume Capital Management
California
$28K
EWM
2037
Elmwood Wealth Management
California
$25K +$357 +1 +2%
HCM
2038
Hilton Capital Management
New York
$24K
TFGT
2039
TS Financial Group (TSFG)
Illinois
$24K
PC
2040
Permanens Capital
New York
$22K +$2.86K +8 +16%
HWM
2041
Holloway Wealth Management
Florida
$19K
SJIM
2042
St. Johns Investment Management
Florida
$19K
MAM
2043
Marquette Asset Management
Minnesota
$18K
TAIM
2044
TD Ameritrade Investment Management
Nebraska
$17K -$20.4K -57 -56%
Kayne Anderson Rudnick Investment Management
2045
Kayne Anderson Rudnick Investment Management
California
$16K
DP
2046
Denver PWM
Colorado
$11.3K +$10.7K +30 New
RIA
2047
RPG Investment Advisory
California
$10K
FPB
2048
First PREMIER Bank
South Dakota
$8K
RA
2049
Rational Advisors
New York
$7K -$1.39M -3,899 -100%
CFD
2050
Creative Financial Designs
Indiana
$7K +$1.07K +3 +20%

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.