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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
WSC
576
Wellington Shields & Co
New York
$1.64M +$236K +1,539 +13%
EWM
577
EPG Wealth Management
Georgia
$1.63M +$13.5K +88 +0.7%
AW
578
Avion Wealth
Texas
$1.63M
DRS
579
Deane Retirement Strategies
Louisiana
$1.63M +$54K +352 +3%
VCA
580
Verdence Capital Advisors
Maryland
$1.63M +$6.29K +41 +0.3%
EF
581
Empirical Finance
Pennsylvania
$1.62M +$353K +2,303 +21%
GAM
582
Gotham Asset Management
New York
$1.62M +$743K +4,842 +57%
PCIA
583
Prime Capital Investment Advisors
Kansas
$1.61M -$472K -3,075 -19%
CC
584
Claybrook Capital
Massachusetts
$1.61M
WI
585
Wintrust Investments
Illinois
$1.61M +$67.5K +440 +4%
VI
586
Vestcor Inc
New Brunswick, Canada
$1.6M +$53.8K +351 +3%
CSPAM
587
Cary Street Partners Asset Management
Virginia
$1.6M +$2.03M +13,224 New
FMII
588
Farmers & Merchants Investments Inc
Nebraska
$1.6M -$23.2K -151 -1%
MFG
589
MidWestOne Financial Group
Iowa
$1.6M +$69.3K +452 +4%
TH
590
TCTC Holdings
Texas
$1.58M -$434K -2,832 -18%
ADL
591
Asset Dedication LLC
California
$1.58M -$180K -1,175 -8%
MCA
592
Millennium Capital Advisors
Arkansas
$1.57M +$187K +1,222 +10%
XS
593
XR Securities
Illinois
$1.56M -$1M -6,542 -34%
RIM
594
Redpoint Investment Management
Australia
$1.56M +$107K +695 +6%
FPAS
595
Focus Partners Advisor Solutions
Missouri
$1.56M +$807K +5,259 +69%
HI
596
Harbour Investments
Wisconsin
$1.55M
PF
597
Phoenix Financial
Israel
$1.55M +$199K +1,299 +11%
RFMS
598
RWQ Financial Management Services
Florida
$1.54M +$320K +2,085 +20%
CK
599
Cohen Klingenstein
New York
$1.54M
SXL
600
Summit X LLC
Missouri
$1.54M +$1.36M +8,875 +234%

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.