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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.6B +$158M +457,641 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$10.8B +$766M +2,217,300 +7%
Newport Trust Company
3
Newport Trust Company
District of Columbia
$10.8B +$471M +1,363,909 +4%
BlackRock
4
BlackRock
New York
$10.6B -$350M -1,013,940 -3%
State Street
5
State Street
Massachusetts
$8.39B -$146M -422,597 -2%
Capital World Investors
6
Capital World Investors
California
$4.95B -$120M -348,336 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.82B +$67.4M +194,957 +2%
Jennison Associates
8
Jennison Associates
New York
$2.52B +$84.7M +245,100 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.02B +$74.3M +214,945 +4%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$2B +$35.1M +101,492 +2%
Northern Trust
11
Northern Trust
Illinois
$1.99B -$15.8M -45,605 -0.7%
Capital International Investors
12
Capital International Investors
California
$1.92B +$381M +1,102,032 +23%
Bank of America
13
Bank of America
North Carolina
$1.72B +$66.1M +191,419 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.58B -$78.5M -227,218 -4%
Wells Fargo
15
Wells Fargo
California
$1.38B +$34.3M +99,215 +2%
Morgan Stanley
16
Morgan Stanley
New York
$1.36B +$73.5M +212,734 +5%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.3B -$295M -852,584 -17%
Goldman Sachs
18
Goldman Sachs
New York
$1.14B -$52.5M -151,876 -4%
TCIM
19
TIAA CREF Investment Management
New York
$1.11B -$995K -2,879 -0.1%
Ameriprise
20
Ameriprise
Minnesota
$981M -$67.8M -196,387 -6%
American Century Companies
21
American Century Companies
Missouri
$918M -$21.1M -61,018 -2%
UBS Group
22
UBS Group
Switzerland
$824M +$6.16M +17,834 +0.7%
Capital Research Global Investors
23
Capital Research Global Investors
California
$763M -$591M -1,710,493 -42%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$742M +$120M +346,997 +17%
Charles Schwab
25
Charles Schwab
California
$731M +$2.83M +8,181 +0.4%

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.