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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
JWA
2051
JFS Wealth Advisors
Pennsylvania
$85K -$14.6K -38 -15%
BWA
2052
Burt Wealth Advisors
Maryland
$84K
TA
2053
TCG Advisors
Texas
$83K -$382K -993 -82%
LWANC
2054
Laurel Wealth Advisors (North Carolina)
North Carolina
$82K +$5.77K +15 +8%
AW
2055
Alpha Windward
Massachusetts
$78K
CFG
2056
CKW Financial Group
Hawaii
$76K
HGWM
2057
Harvest Group Wealth Management
Massachusetts
$76K +$77K +200 New
TA
2058
Thor Advisors
New York
$70K +$70.8K +184 New
ST
2059
Sageworth Trust
Pennsylvania
$68K -$358K -930 -84%
SWP
2060
Strategic Wealth Partners
Ohio
$59K +$36.6K +95 +167%
AWA
2061
Artemis Wealth Advisors
New York
$57.2K
CIM
2062
Contravisory Investment Management
Massachusetts
$56K +$3.08K +8 +6%
VRM
2063
Vectors Research Management
New York
$53K -$166K -432 -76%
CFN
2064
Cordasco Financial Network
Florida
$50K -$356K -925 -88%
FBT
2065
First Bank & Trust
South Dakota
$48K -$3.85K -10 -7%
1NWS
2066
1 North Wealth Services
Maryland
$48K
AWM
2067
Avondale Wealth Management
Texas
$42K +$3.85K +10 +10%
FGAM
2068
Financial Gravity Asset Management
Texas
$42K +$41.2K +107 New
SAM
2069
Shamrock Asset Management
Texas
$40K +$40.4K +105 New
PG
2070
Proffitt & Goodson
Tennessee
$39K
AIM
2071
Arcadia Investment Management
Michigan
$38K
BCM
2072
Blume Capital Management
California
$38K
IF
2073
Ironwood Financial
Arizona
$38K
IWMA
2074
Ironwood Wealth Management (Arizona)
Arizona
$38K
SA
2075
SRH Advisors
Kansas
$38K

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.