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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
RCA
576
Riverview Capital Advisers
Massachusetts
$3.18M +$30.2K +138 +0.8%
PI
577
Putnam Investments
Massachusetts
$3.17M +$285K +1,302 +9%
HJGA
578
Hardman Johnston Global Advisors
Connecticut
$3.16M +$301K +1,375 +9%
SAM
579
Silvercrest Asset Management
New York
$3.14M
NSAM
580
North Star Asset Management
Wisconsin
$3.13M -$15.5K -71 -0.4%
FPAS
581
Focus Partners Advisor Solutions
Missouri
$3.12M +$2.71M +12,369 +316%
IUHSA
582
Itau Unibanco Holding S.A.
Brazil
$3.11M +$1.58M +7,213 +80%
AWM
583
Axxcess Wealth Management
California
$3.1M +$813K +3,717 +30%
IP
584
Ignite Planners
California
$3.09M +$40.7K +186 +1%
IFWM
585
Institute for Wealth Management
Colorado
$3.05M -$50.3K -230 -1%
NB
586
NBT Bank
New York
$3.05M -$179K -817 -5%
NSIM
587
North Star Investment Management
Illinois
$3.03M +$359K +1,640 +12%
CWG
588
Cornerstone Wealth Group
North Carolina
$3.02M +$3.45M +15,753 New
RPCONE
589
Retirement Planning Company of New England
Rhode Island
$3.02M +$1.07M +4,869 +45%
SWM
590
Spire Wealth Management
Virginia
$3.01M -$345K -1,579 -9%
SSB
591
Sandy Spring Bank
Maryland
$2.99M +$7.66K +35 +0.2%
LNC
592
Lincoln National Corp
Pennsylvania
$2.99M -$364K -1,665 -10%
CF
593
Centaurus Financial
California
$2.98M -$235K -1,075 -6%
WAP
594
Wealthcare Advisory Partners
Pennsylvania
$2.97M -$78.1K -357 -2%
IAM
595
Innovis Asset Management
Illinois
$2.97M +$3.39M +15,478 New
ATPW
596
Ashton Thomas Private Wealth
Arizona
$2.95M +$329K +1,505 +11%
DA
597
DCM Advisors
New York
$2.95M -$97.1K -444 -3%
MCA
598
Millennium Capital Advisors
Arkansas
$2.94M +$15.8K +72 +0.5%
CAL
599
Capital Analysts LLC
Pennsylvania
$2.93M +$10.3K +47 +0.3%
USAA
600
United Services Automobile Association
Texas
$2.91M +$481K +2,197 +17%

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.