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2,227 hedge funds and large institutions have $77.9B invested in Boeing in 2023 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 801 increasing their positions, 864 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 107

2% more funds holding

Funds holding: 2,1902,227 (+37)

1% more capital invested

Capital invested by funds: $77.4B → $77.9B (+$525M)

0.48% more ownership

Funds ownership: 60.93%61.41% (+0.48%)

7% less repeat investments, than reductions

Existing positions increased: 801 | Existing positions reduced: 864

20% less funds holding in top 10

Funds holding in top 10: 6653 (-13)

23% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $6.12B

Holders
2,227
Holders Change
+37
Holders Change %
+1.69%
% of All Funds
34.97%
Holding in Top 10
53
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.7%
% of All Funds
0.83%
New
162
Increased
801
Reduced
864
Closed
107
Calls
$4.73B
Puts
$6.12B
Net Calls
-$1.39B
Net Calls Change
+$72.8M
Name Holding Trade Value Shares
Change
Change in
Stake
XWM
301
Xcel Wealth Management
Florida
$9.62M -$173K -835 -2%
LOPW
302
Live Oak Private Wealth
North Carolina
$9.61M +$16.4K +79 +0.2%
KRS
303
Kentucky Retirement Systems
Kentucky
$9.6M +$209K +1,004 +2%
Allspring Global Investments
304
Allspring Global Investments
North Carolina
$9.31M +$709K +3,414 +8%
FSA
305
Fort Sheridan Advisors
Illinois
$9.28M +$143K +690 +2%
NA
306
NewEdge Advisors
Louisiana
$9.14M -$1.1M -5,284 -11%
Brown Advisory
307
Brown Advisory
Maryland
$9.03M -$114K -548 -1%
MSRPS
308
Maryland State Retirement & Pension System
Maryland
$9M -$263K -1,268 -3%
BFIM
309
Beese Fulmer Investment Management
Ohio
$8.87M -$62.5K -301 -0.7%
TCM
310
Traynor Capital Management
Pennsylvania
$8.82M +$63.4K +305 +0.7%
TC
311
TownSquare Capital
Utah
$8.75M +$3.77M +18,147 +78%
TCOK
312
Trust Company of Kansas
Kansas
$8.69M -$108K -521 -1%
CTC
313
Central Trust Company
Missouri
$8.55M +$35.7K +172 +0.4%
CC
314
Cartenna Capital
Connecticut
$8.45M -$6.23M -30,000 -43%
PAIM
315
Punch & Associates Investment Management
Minnesota
$8.42M -$45.7K -220 -0.5%
HIMCH
316
Hartford Investment Management Co (HIMCO)
Connecticut
$8.37M -$1.6M -7,687 -16%
JIC
317
Johnson Investment Counsel
Ohio
$8.31M -$551K -2,654 -6%
BSG
318
Black Swift Group
Colorado
$8.31M -$239K -1,150 -3%
HCM
319
Hillman Capital Management
Maryland
$8.28M -$19.9K -96 -0.2%
GC
320
Grimes & Company
Massachusetts
$8.23M +$54.2K +261 +0.7%
PWP
321
Principle Wealth Partners
Connecticut
$8.2M -$20.8K -100 -0.3%
MWM
322
Mission Wealth Management
California
$8.14M -$48.8K -235 -0.6%
SHGA
323
Sand Hill Global Advisors
California
$8.06M +$12K +58 +0.2%
HCM
324
Hodges Capital Management
Texas
$7.94M -$405K -1,948 -10%
DLCIG
325
D.L. Carlson Investment Group
New Hampshire
$7.94M +$2.47M +11,892 +46%

BA Hedge Fund Activity: Q2 2023 in Review

2,227 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q2 2023, worth a combined $77.9B — up 0.68% from $77.4B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new BA positions and 107 closed out — a net gain of 55 holders — while 801 added to existing stakes and 864 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $236M. The largest seller was Newport Trust Company, cutting an estimated $1.26B.

  • 2,227 institutional investors held Boeing (BA) as of Q2 2023, up from 2,190 in Q1 2023.
  • Funds reported $77.9B of Boeing stock for Q2 2023, up 0.68% quarter-over-quarter.
  • 162 funds opened new Boeing positions in Q2 2023 and 107 closed out, a net change of +55 holders.
  • The largest Boeing buyer in Q2 2023 was Susquehanna International Group, an estimated $236M added.
  • The largest Boeing seller in Q2 2023 was Newport Trust Company, an estimated $1.26B sold.

Based on aggregated 13F filings for Q2 2023.