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2,190 hedge funds and large institutions have $77.4B invested in Boeing in 2023 Q1 according to their latest regulatory filings, with 220 funds opening new positions, 748 increasing their positions, 868 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 116

13% more capital invested

Capital invested by funds: $68.3B → $77.4B (+$9.05B)

3% more funds holding

Funds holding: 2,1322,190 (+58)

1.81% more ownership

Funds ownership: 59.12%60.93% (+1.8%)

2% more funds holding in top 10

Funds holding in top 10: 6566 (+1)

14% less repeat investments, than reductions

Existing positions increased: 748 | Existing positions reduced: 868

23% less call options, than puts

Call options by funds: $4.87B | Put options by funds: $6.33B

Holders
2,190
Holders Change
+58
Holders Change %
+2.72%
% of All Funds
34.9%
Holding in Top 10
66
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.54%
% of All Funds
1.05%
New
220
Increased
748
Reduced
868
Closed
116
Calls
$4.87B
Puts
$6.33B
Net Calls
-$1.46B
Net Calls Change
-$794M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
226
Cartenna Capital
Connecticut
$14.9M +$14.5M +70,000 New
ACIM
227
Azimuth Capital Investment Management
Michigan
$14.7M -$915K -4,405 -6%
Alyeska Investment Group
228
Alyeska Investment Group
Illinois
$14.6M +$472K +2,273 +3%
BCP
229
Blue Chip Partners
Michigan
$14.6M +$3.65M +17,565 +34%
BBVA
230
Banco Bilbao Vizcaya Argentaria
Spain
$14.6M +$9.49M +45,668 +199%
Capital Fund Management (CFM)
231
Capital Fund Management (CFM)
France
$14.5M +$14.2M +68,345 New
Wealthfront Advisers
232
Wealthfront Advisers
California
$14.3M +$163K +784 +1%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$14.2M +$40.7K +196 +0.3%
CNB
234
Czech National Bank
Czech Republic
$14.1M +$137K +657 +1%
UCFA
235
United Capital Financial Advisors
Texas
$14M -$1.64M -7,880 -11%
RIA
236
RPG Investment Advisory
California
$14M -$23.5K -113 -0.2%
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$13.5M +$435K +2,094 +3%
WAS
238
Wesleyan Assurance Society
United Kingdom
$13.2M
NAM
239
Nissay Asset Management
Japan
$13.2M -$424K -2,041 -3%
Public Sector Pension Investment Board (PSP Investments)
240
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.1M -$1.64M -7,878 -11%
RIL
241
Rothschild Investment LLC
Illinois
$13.1M -$24.7K -119 -0.2%
MCM
242
MAI Capital Management
Ohio
$13M -$317K -1,528 -2%
SC
243
Shellback Capital
Massachusetts
$13M +$4.37M +21,024 +53%
Caisse de Depot et Placement du Quebec (CDPQ)
244
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.8M -$635K -3,056 -5%
HKAM
245
Horizon Kinetics Asset Management
New York
$12.8M -$790K -3,803 -6%
CWM
246
CMH Wealth Management
New Hampshire
$12.7M +$392K +1,885 +3%
WT
247
Whittier Trust
California
$12.6M -$129K -622 -1%
EH
248
Equitable Holdings
New York
$12.5M +$511K +2,461 +4%
WT
249
Washington Trust
Rhode Island
$12.5M +$791K +3,805 +7%
LSAG
250
Lake Street Advisors Group
New Hampshire
$12.3M +$46.7K +225 +0.4%

BA Hedge Fund Activity: Q1 2023 in Review

2,190 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2023, worth a combined $77.4B — up 13% from $68.3B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new BA positions and 116 closed out — a net gain of 104 holders — while 748 added to existing stakes and 868 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $825M. The largest seller was Newport Trust Company, cutting an estimated $755M.

  • 2,190 institutional investors held Boeing (BA) as of Q1 2023, up from 2,132 in Q4 2022.
  • Funds reported $77.4B of Boeing stock for Q1 2023, up 13% quarter-over-quarter.
  • 220 funds opened new Boeing positions in Q1 2023 and 116 closed out, a net change of +104 holders.
  • The largest Boeing buyer in Q1 2023 was Fisher Asset Management, an estimated $825M added.
  • The largest Boeing seller in Q1 2023 was Newport Trust Company, an estimated $755M sold.

Based on aggregated 13F filings for Q1 2023.