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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
BFG
526
Berger Financial Group
Minnesota
$3.73M -$64.8K -296 -1%
GCM
527
Gunderson Capital Management
South Carolina
$3.71M -$148K -678 -3%
EF
528
Empirical Finance
Pennsylvania
$3.7M +$466K +2,132 +12%
VFG
529
V2 Financial group
Illinois
$3.7M -$561K -2,563 -12%
AWM
530
Apollon Wealth Management
South Carolina
$3.7M -$130K -594 -3%
SBIA
531
Sheaff Brock Investment Advisors
Indiana
$3.69M -$45.9K -210 -1%
AHB
532
Abner Herrman & Brock
New Jersey
$3.67M +$1.75K +8 +0%
FCMT
533
Founders Capital Management (Texas)
Texas
$3.67M -$31.9K -146 -0.8%
PFS
534
Physicians Financial Services
North Carolina
$3.67M +$10.5K +48 +0.3%
KWM
535
Kingsview Wealth Management
Oregon
$3.66M +$561K +2,563 +15%
QC
536
Quadrature Capital
United Kingdom
$3.66M -$20.5M -93,706 -83%
ZCM
537
Zenyatta Capital Management
Delaware
$3.64M +$4.16M +19,000 New
LAI
538
Legal Advantage Investments
California
$3.63M -$21.9K -100 -0.5%
BB
539
Busey Bank
Illinois
$3.61M -$536K -2,452 -12%
WP
540
Waycross Partners
Kentucky
$3.59M
TIM
541
Thompson Investment Management
Wisconsin
$3.59M
GFA
542
Gifford Fong Associates
California
$3.59M
HDIM
543
Hanson & Doremus Investment Management
Vermont
$3.56M +$275K +1,258 +7%
KC
544
Knuff & Co
California
$3.5M -$5.47K -25 -0.1%
BZWA
545
Blue Zone Wealth Advisors
California
$3.5M +$18.8K +86 +0.5%
WPW
546
Warther Private Wealth
Ohio
$3.48M -$309K -1,413 -7%
SC
547
Savoie Capital
Illinois
$3.47M +$3.96M +18,100 New
MMA
548
Miracle Mile Advisors
California
$3.46M -$1.51M -6,913 -28%
SS
549
Simplicity Solutions
Minnesota
$3.46M -$839K -3,834 -18%
QCM
550
Quantinno Capital Management
New York
$3.45M +$591K +2,701 +18%

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.