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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
CCIA
2126
Campbell & Co Investment Adviser
Maryland
-$259K -696 Closed
AC
2127
Addison Capital
Pennsylvania
-$242K -650 Closed
GI
2128
Glovista Investments
New Jersey
-$242K -650 Closed
PTC
2129
Petrus Trust Company
Texas
-$241K -649 Closed
FNBSF
2130
First National Bank Sioux Falls
South Dakota
-$234K -631 Closed
PWM
2131
Paulson Wealth Management
Illinois
-$219K -627 Closed
SL
2132
Summitry LLC
California
-$230K -619 Closed
NAMP
2133
NorthStar Asset Management (Pennsylvania)
Pennsylvania
-$228K -614 Closed
BMC
2134
Benin Management Corp
Connecticut
-$227K -611 Closed
SL
2135
Signition LP
New York
-$226K -607 Closed
EMG
2136
Ellington Management Group
Connecticut
-$223K -600 Closed
MWM
2137
MinichMacGregor Wealth Management
New York
-$229K -600 Closed
WCAMG
2138
Woodard & Company Asset Management Group
North Carolina
-$223K -600 Closed
NPPM
2139
North Point Portfolio Managers
Ohio
-$219K -590 Closed
CRIG
2140
Charter Research & Investment Group
Connecticut
-$218K -587 Closed
BMM
2141
Buffington Mohr McNeal
Idaho
-$216K -582 Closed
AWM
2142
Altavista Wealth Management
North Carolina
-$214K -576 Closed
KLI
2143
Kelman-Lazarov Inc
Tennessee
-$214K -575 Closed
PFG
2144
Piershale Financial Group
Illinois
-$214K -575 Closed
BWM
2145
Biltmore Wealth Management
Arizona
-$213K -573 Closed
HFA
2146
Huber Financial Advisors
Illinois
-$212K -570 Closed
BFA
2147
Benedict Financial Advisors
Georgia
-$210K -565 Closed
VST
2148
Van Strum & Towne
California
-$210K -565 Closed
CWM
2149
Circle Wealth Management
New Jersey
-$209K -563 Closed
KCPG
2150
Kavar Capital Partners Group
Kansas
-$208K -559 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.