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2,194 hedge funds and large institutions have $72.3B invested in Boeing in 2023 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 834 increasing their positions, 825 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.07% more ownership

Funds ownership: 61.41%62.48% (+1.1%)

1% more repeat investments, than reductions

Existing positions increased: 834 | Existing positions reduced: 825

1% less first-time investments, than exits

New positions opened: 154 | Existing positions closed: 156

1% less funds holding

Funds holding: 2,2272,194 (-33)

7% less capital invested

Capital invested by funds: $77.9B → $72.3B (-$5.6B)

11% less funds holding in top 10

Funds holding in top 10: 5347 (-6)

21% less call options, than puts

Call options by funds: $4.46B | Put options by funds: $5.62B

Holders
2,194
Holders Change
-33
Holders Change %
-1.48%
% of All Funds
34.82%
Holding in Top 10
47
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.32%
% of All Funds
0.75%
New
154
Increased
834
Reduced
825
Closed
156
Calls
$4.46B
Puts
$5.62B
Net Calls
-$1.16B
Net Calls Change
+$223M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
276
Woodline Partners
California
$11.6M -$9.76M -44,627 -42%
AWM
277
AE Wealth Management
Kansas
$11.6M +$461K +2,105 +4%
BPWM
278
Badgley Phelps Wealth Managers
Washington
$11.4M +$853K +3,898 +7%
WB
279
WesBanco Bank
West Virginia
$11.4M +$718K +3,281 +6%
HKAM
280
Horizon Kinetics Asset Management
New York
$11.3M -$199K -911 -2%
CP
281
Capital Planning
Washington
$11.2M +$2.64M +12,053 +26%
LSAG
282
Lake Street Advisors Group
New Hampshire
$11.2M +$61.9K +283 +0.5%
PFO
283
Pathstone Family Office
New Jersey
$11.1M +$4.38M +20,033 +54%
CA
284
Cetera Advisors
Colorado
$11.1M +$201K +920 +2%
WT
285
Whittier Trust
California
$11M -$396K -1,811 -3%
JC
286
Jacobs & Co
California
$11M +$271K +1,239 +2%
NAM
287
NorthCrest Asset Manangement
Minnesota
$10.8M +$10.1K +46 +0.1%
SGK
288
Steigerwald Gordon & Koch
Virginia
$10.8M +$346K +1,583 +3%
SAM
289
Shikiar Asset Management
New York
$10.7M -$95.2K -435 -0.8%
CA
290
Cornerstone Advisors
North Carolina
$10.7M -$3.57M -16,300 -23%
CSIC
291
Clifford Swan Investment Counsel
California
$10.6M -$236K -1,079 -2%
MCM
292
MAI Capital Management
Ohio
$10.6M -$1.18M -5,401 -9%
GLAM
293
Gardner Lewis Asset Management
Pennsylvania
$10.4M +$579K +2,645 +5%
Schroder Investment Management Group
294
Schroder Investment Management Group
United Kingdom
$10.3M +$459K +2,100 +4%
OC
295
Oppenheimer & Co
New York
$10.3M -$563K -2,573 -5%
WTB
296
Washington Trust Bank
Washington
$10.3M +$65.9K +301 +0.6%
CM
297
Castleark Management
Illinois
$10.3M +$5.9M +26,980 +101%
CWM
298
Calamos Wealth Management
Illinois
$10.3M +$10.2M +46,615 +678%
Macquarie Group
299
Macquarie Group
Australia
$10.2M +$4.71M +21,532 +68%
AI
300
Atria Investments
North Carolina
$10.1M -$373K -1,706 -3%

BA Hedge Fund Activity: Q3 2023 in Review

2,194 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q3 2023, worth a combined $72.3B — down 7.2% from $77.9B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of BA and 154 opened new positions — a net loss of 2 holders — while 825 trimmed existing stakes and 834 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $950M. The largest seller was Renaissance Technologies, cutting an estimated $286M.

  • 2,194 institutional investors held Boeing (BA) as of Q3 2023, down from 2,227 in Q2 2023.
  • Funds reported $72.3B of Boeing stock for Q3 2023, down 7.2% quarter-over-quarter.
  • 154 funds opened new Boeing positions in Q3 2023 and 156 closed out, a net change of -2 holders.
  • The largest Boeing buyer in Q3 2023 was T. Rowe Price Associates, an estimated $950M added.
  • The largest Boeing seller in Q3 2023 was Renaissance Technologies, an estimated $286M sold.

Based on aggregated 13F filings for Q3 2023.