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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
SIM
476
Stratos Investment Management
Ohio
$4.31M +$2.06M +9,424 +72%
BOC
477
Barbara Oil Co
Illinois
$4.31M
NIM
478
Needham Investment Management
New York
$4.31M
STAS
479
Strong Tower Advisory Services
Minnesota
$4.27M +$23K +105 +0.5%
CIS
480
Capital International Sarl
California
$4.24M -$320K -1,464 -6%
CCM
481
Coldstream Capital Management
Washington
$4.21M +$93.2K +426 +2%
BFEC
482
Benjamin F. Edwards & Company
Missouri
$4.2M -$588K -2,689 -11%
FFN
483
Focus Financial Network
Minnesota
$4.19M -$69.8K -319 -1%
GC
484
Guggenheim Capital
Illinois
$4.18M -$841K -3,845 -15%
Carson Wealth (CWM LLC)
485
Carson Wealth (CWM LLC)
Nebraska
$4.17M +$188K +857 +4%
PCM
486
Princeton Capital Management
New Jersey
$4.11M -$952K -4,351 -17%
RWG
487
Regal Wealth Group
California
$4.1M -$87.5K -400 -2%
BCM
488
Beck Capital Management
Texas
$4.1M +$508K +2,322 +12%
KRSITF
489
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.09M +$228K +1,042 +5%
SEC
490
Seven Eight Capital
New York
$4.08M +$4.65M +21,271 New
MS
491
Madden Securities
Texas
$4.07M -$503K -2,300 -10%
SAM
492
Sompo Asset Management
Japan
$4.06M -$1.34M -6,140 -22%
KFP
493
KMG Fiduciary Partners
Ohio
$4.03M +$133K +610 +3%
GAB
494
German American Bancorp
Indiana
$4.03M +$47K +215 +1%
PAMP
495
Polar Asset Management Partners
Ontario, Canada
$4.02M -$1.73M -7,900 -27%
MC
496
Moors & Cabot
Massachusetts
$4.01M -$289K -1,321 -6%
IFG
497
Independent Financial Group
California
$3.99M +$260K +1,189 +6%
TI
498
Tidal Investments
Wisconsin
$3.98M -$944K -4,316 -17%
SCP
499
Sandhill Capital Partners
New York
$3.98M -$52.1K -238 -1%
CCM
500
CAAS Capital Management
New York
$3.98M +$4.54M +20,757 New

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.