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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
GBBWRPM
2151
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$207K -556 Closed
NPA
2152
Nichols & Pratt Advisers
Massachusetts
-$205K -550 Closed
CA
2153
Callahan Advisors
Texas
-$204K -548 Closed
CCM
2154
Carlson Capital Management
Minnesota
-$203K -547 Closed
BHTS
2155
Bar Harbor Trust Services
Maine
-$203K -545 Closed
AMM
2156
American Money Management
California
-$202K -544 Closed
SAM
2157
Steinberg Asset Management
New York
-$202K -544 Closed
DLG
2158
Daniel L. Goodwin
-$202K -542 Closed
PHK
2159
Point72 Hong Kong
Hong Kong
-$159K -427 Closed
TG
2160
TLP Group
Illinois
-$139K -375 Closed
TC
2161
Trilogy Capital
California
-$130K -350 Closed
MCM
2162
Mainstay Capital Management
Michigan
-$92K -248 Closed
ML
2163
McAdam LLC
Pennsylvania
-$87K -226 Closed
AAIM
2164
Asset Advisors Investment Management
Georgia
-$75K -201 Closed
BA
2165
Ballew Advisors
Mississippi
-$72K -200 Closed
DWA
2166
Divergent Wealth Advisors
Utah
-$77K -200 Closed
EAM
2167
Exane Asset Management
France
-$71.4K -192 Closed
WA
2168
WP Advisors
California
-$70K -189 Closed
BAM
2169
Barrett Asset Management
New York
-$56K -150 Closed
VDFA
2170
Vickerman & Driscoll Financial Advisors
Washington
-$56K -150 Closed
PRS
2171
Pinkerton Retirement Specialists
Idaho
-$41K -110 Closed
PCA
2172
Providence Capital Advisors
North Carolina
-$37K -100 Closed
MC
2173
Maplelane Capital
New York
-$37K -98 Closed
PS
2174
Portfolio Strategies
New York
-$19K -50 Closed
SAM
2175
Shamrock Asset Management
Texas
-$16K -42 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.