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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
UBS AM
26
UBS AM
Illinois
$385M +$56.1M +270,078 +17%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$369M +$329M +1,584,900 +1,050%
Invesco
28
Invesco
Georgia
$347M -$18.9M -91,113 -5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$333M -$39.8M -191,319 -11%
JP Morgan Chase
30
JP Morgan Chase
New York
$331M +$51.5M +247,718 +19%
Ensign Peak Advisors
31
Ensign Peak Advisors
Utah
$261M +$2.68M +12,906 +1%
Adage Capital Partners
32
Adage Capital Partners
Massachusetts
$257M -$22M -105,866 -8%
AllianceBernstein
33
AllianceBernstein
Tennessee
$254M -$30.6M -147,389 -11%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$242M +$4.56M +21,967 +2%
Deutsche Bank
35
Deutsche Bank
Germany
$231M +$46.2M +222,267 +26%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$223M +$7.36M +35,405 +3%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$212M +$3.11M +14,959 +2%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$211M +$42.5M +204,702 +28%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$203M -$842K -4,054 -0.4%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$203M +$10.1M +48,606 +5%
Barclays
41
Barclays
United Kingdom
$197M -$133M -638,698 -41%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$193M -$9.49M -45,674 -5%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$185M -$4.85M -23,350 -3%
LPL Financial
44
LPL Financial
California
$182M +$12.4M +59,827 +8%
Hotchkis & Wiley Capital Management
45
Hotchkis & Wiley Capital Management
California
$181M -$19.5M -93,770 -10%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$176M +$40.7M +195,705 +31%
Ameriprise
47
Ameriprise
Minnesota
$168M -$11.5M -55,400 -7%
National Pension Service
48
National Pension Service
South Korea
$166M -$5.17M -24,875 -3%
RJA
49
Raymond James & Associates
Florida
$163M +$1.16M +5,599 +0.7%
Stifel Financial
50
Stifel Financial
Missouri
$153M +$16.2M +78,021 +12%

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.