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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
GWI
401
Grace & White Inc
New York
$5.89M
CSPIA
402
Cary Street Partners Investment Advisory
Virginia
$5.8M +$2.31M +10,568 +54%
PFS
403
Prospera Financial Services
Texas
$5.79M -$274K -1,254 -4%
TYCC
404
Texas Yale Capital Corp
Florida
$5.74M
AP
405
Americana Partners
Texas
$5.7M +$4.36M +19,924 +163%
FAIM
406
Financial Advocates Investment Management
Washington
$5.67M +$350K +1,599 +6%
CAM
407
Cubic Asset Management
Massachusetts
$5.67M -$410K -1,875 -6%
NMERB
408
New Mexico Educational Retirement Board
New Mexico
$5.63M +$459K +2,100 +8%
ALAM
409
Asahi Life Asset Management
Japan
$5.61M -$227K -1,039 -3%
VFA
410
Valeo Financial Advisors
Indiana
$5.58M -$428K -1,954 -3%
RAM
411
Roanoke Asset Management
New Jersey
$5.57M +$28.4K +130 +0.4%
SPC
412
Sigma Planning Corp
Michigan
$5.52M -$725K -3,313 -10%
AWMT
413
AAFMAA Wealth Management & Trust
North Carolina
$5.5M +$109K +500 +2%
AF
414
Allworth Financial
California
$5.49M +$945K +4,319 +18%
GCM
415
Gibraltar Capital Management
Oklahoma
$5.48M +$446K +2,038 +8%
ASN
416
Advisory Services Network
Georgia
$5.46M +$355K +1,623 +6%
GCA
417
Greenwood Capital Associates
South Carolina
$5.45M +$6.22M +28,442 New
CCMG
418
Clark Capital Management Group
Pennsylvania
$5.45M +$21K +96 +0.3%
CG
419
Cutler Group
California
$5.42M +$6.18M +28,259 New
WAM
420
Winslow Asset Management
Ohio
$5.41M +$177K +809 +3%
GCM
421
Gladius Capital Management
Illinois
$5.39M +$6.15M +28,128 New
GCP
422
Garda Capital Partners
Minnesota
$5.36M +$6.12M +27,951 New
B
423
Bensler
Washington
$5.34M +$345K +1,575 +6%
WTFG
424
Wells Trecaso Financial Group
Ohio
$5.34M +$62.4K +285 +1%
Lido Advisors
425
Lido Advisors
California
$5.28M +$400K +1,829 +7%

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.