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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
BA
2101
Bridgewater Associates
Connecticut
-$1.16M -3,125 Closed
NFC
2102
Northeast Financial Consultants
Connecticut
-$1.08M -2,900 Closed
UWM
2103
USAdvisors Wealth Management
Minnesota
-$943K -2,536 Closed
PAG
2104
Private Advisory Group
Washington
-$895K -2,448 Closed
CAS
2105
Cue Advisory Services
Arizona
-$798K -2,147 Closed
RCG
2106
Rock Creek Group
District of Columbia
-$791K -2,128 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
2107
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$781K -2,100 Closed
SV
2108
Sturgeon Ventures
United Kingdom
-$769K -2,067 Closed
NAM
2109
NorthCoast Asset Management
Connecticut
-$712K -1,916 Closed
SS
2110
Sunbelt Securities
Texas
-$678K -1,822 Closed
FIA
2111
FNY Investment Advisers
New York
-$657K -1,767 Closed
ACP
2112
Arcus Capital Partners
Georgia
-$654K -1,757 Closed
ACM
2113
Aviance Capital Management
Florida
-$609K -1,638 Closed
MTIM
2114
Marathon Trading Investment Management
Pennsylvania
-$606K -1,630 Closed
MUS
2115
Mitsubishi UFJ Securities
Japan
-$595K -1,600 Closed
DWM
2116
Dynasty Wealth Management
Florida
-$555K -1,493 Closed
ABA
2117
American Beacon Advisors
Texas
-$402K -1,080 Closed
AIA
2118
AIMZ Investment Advisors
California
-$361K -972 Closed
CRWM
2119
Castle Rock Wealth Management
California
-$354K -966 Closed
TPW
2120
Tiller Private Wealth
Pennsylvania
-$346K -930 Closed
BO
2121
Bach Option
Hong Kong
-$314K -845 Closed
EM
2122
Excalibur Management
Massachusetts
-$303K -815 Closed
IGGA
2123
Iron Gate Global Advisors
Utah
-$296K -795 Closed
PI
2124
Pachira Investments
California
-$275K -740 Closed
MWPCG
2125
Measured Wealth Private Client Group
New Hampshire
-$267K -717 Closed

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.