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1,828 hedge funds and large institutions have $41B invested in Boeing in 2022 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 740 increasing their positions, 685 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 740 | Existing positions reduced: 685

0.13% more ownership

Funds ownership: 57.12%57.25% (+0.13%)

4% less funds holding

Funds holding: 1,9011,828 (-73)

10% less capital invested

Capital invested by funds: $45.8B → $41B (-$4.77B)

12% less call options, than puts

Call options by funds: $3.35B | Put options by funds: $3.81B

14% less funds holding in top 10

Funds holding in top 10: 2925 (-4)

29% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 146

Holders
1,828
Holders Change
-73
Holders Change %
-3.84%
% of All Funds
31.49%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.43%
New
104
Increased
740
Reduced
685
Closed
146
Calls
$3.35B
Puts
$3.81B
Net Calls
-$458M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$2.78M +$693K +4,519 +25%
MC
427
Moors & Cabot
Massachusetts
$2.75M -$594K -3,874 -15%
BOC
428
Barbara Oil Co
Illinois
$2.72M
JIP
429
Jaffetilchin Investment Partners
Florida
$2.71M -$311K -2,028 -8%
AWM
430
Avior Wealth Management
Nebraska
$2.71M -$3.99K -26 -0.1%
CT
431
Cambridge Trust
Massachusetts
$2.69M +$618K +4,031 +22%
CC
432
Centiva Capital
New York
$2.67M -$648K -4,226 -16%
AF
433
Allworth Financial
California
$2.67M -$19K -124 -0.6%
ASN
434
Advisory Services Network
Georgia
$2.67M -$299K -1,952 -8%
VFG
435
V2 Financial group
Illinois
$2.66M -$75K -489 -2%
ACM
436
Ategra Capital Management
Virginia
$2.65M +$573K +3,736 +21%
DY
437
Dowling & Yahnke
California
$2.64M +$76.1K +496 +2%
BTWM
438
Baker Tilly Wealth Management
Wisconsin
$2.63M -$111K -724 -3%
BIA
439
Biondo Investment Advisors
Pennsylvania
$2.63M +$122K +795 +4%
GVAG
440
Great Valley Advisor Group
Delaware
$2.61M +$37.1K +242 +1%
Lido Advisors
441
Lido Advisors
California
$2.58M +$504K +3,288 +18%
SF
442
Synovus Financial
Georgia
$2.58M +$40.6K +265 +1%
BB
443
Busey Bank
Illinois
$2.58M -$101K -661 -3%
SAM
444
Shell Asset Management
Netherlands
$2.56M -$762K -4,971 -19%
USAA
445
United Services Automobile Association
Texas
$2.56M +$169K +1,102 +5%
H
446
HoyleCohen
California
$2.56M -$47.5K -310 -1%
ONSWM
447
Old North State Wealth Management
North Carolina
$2.55M +$105K +683 +3%
FCMT
448
Founders Capital Management (Texas)
Texas
$2.52M -$38.5K -251 -1%
ICM
449
IMS Capital Management
Oregon
$2.51M +$72.5K +473 +2%
GAB
450
German American Bancorp
Indiana
$2.51M +$855K +5,573 +37%

BA Hedge Fund Activity: Q3 2022 in Review

1,828 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q3 2022, worth a combined $41B — down 10% from $45.8B a quarter earlier.

Sellers outnumbered buyers: 146 funds closed out of BA and 104 opened new positions — a net loss of 42 holders — while 685 trimmed existing stakes and 740 added.

The largest buyer was Capital World Investors, adding an estimated $443M. The largest seller was Bank of Montreal, cutting an estimated $305M.

  • 1,828 institutional investors held Boeing (BA) as of Q3 2022, down from 1,901 in Q2 2022.
  • Funds reported $41B of Boeing stock for Q3 2022, down 10% quarter-over-quarter.
  • 104 funds opened new Boeing positions in Q3 2022 and 146 closed out, a net change of -42 holders.
  • The largest Boeing buyer in Q3 2022 was Capital World Investors, an estimated $443M added.
  • The largest Boeing seller in Q3 2022 was Bank of Montreal, an estimated $305M sold.

Based on aggregated 13F filings for Q3 2022.