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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
PFS
501
Prospera Financial Services
Texas
$2.03M -$66.6K -434 -3%
BWA
502
BDO Wealth Advisors
Florida
$2.03M +$1.06M +6,942 +71%
NB
503
NBT Bank
New York
$2.02M +$13.2K +86 +0.5%
VIA
504
Vickerman Investment Advisors
Washington
$2.01M +$362K +2,360 +17%
APA
505
American Portfolios Advisors
New York
$2M +$444K +2,894 +21%
LNC
506
Lincoln National Corp
Pennsylvania
$2M -$100K -652 -4%
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$1.99M +$280K +1,826 +12%
1WA
508
180 Wealth Advisors
Washington
$1.99M +$55.7K +363 +2%
LWAC
509
Laurel Wealth Advisors (California)
California
$1.99M +$33.7K +220 +1%
FCBT
510
First Citizens Bank & Trust
North Carolina
$1.99M +$782K +5,101 +45%
RSWM
511
Robertson Stephens Wealth Management
California
$1.98M -$194K -1,268 -7%
KWM
512
Kingsview Wealth Management
Oregon
$1.98M +$209K +1,363 +9%
CSPIA
513
Cary Street Partners Investment Advisory
Virginia
$1.97M +$593K +3,867 +31%
HG
514
Herbst Group
Connecticut
$1.97M +$123K +800 +5%
TFS
515
Thoroughbred Financial Services
Tennessee
$1.96M -$7.21K -47 -0.3%
SDIC
516
South Dakota Investment Council
South Dakota
$1.95M +$56.1K +366 +2%
BZWA
517
Blue Zone Wealth Advisors
California
$1.95M +$70.1K +457 +3%
KF
518
Krilogy Financial
Missouri
$1.94M +$20.2K +132 +0.8%
WHG
519
Westwood Holdings Group
Texas
$1.94M -$2.07M -13,464 -46%
MWM
520
Meridian Wealth Management
Kentucky
$1.94M +$588K +3,833 +32%
SA
521
SAM Advisors
California
$1.92M -$9.36K -61 -0.4%
WAP
522
Wealthcare Advisory Partners
Pennsylvania
$1.92M +$171K +1,117 +8%
RFM
523
Royal Fund Management
Florida
$1.92M +$224K +1,458 +10%
MA
524
Mutual Advisors
Nebraska
$1.92M +$227K +1,479 +10%
SIC
525
Sigma Investment Counselors
Michigan
$1.91M -$112K -732 -4%

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.