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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
LC
601
Lindbrook Capital
California
$1.53M -$22.2K -145 -1%
HT
602
HAP Trading
New York
$1.5M -$12.4M -80,580 -87%
PP
603
Patten & Patten
Tennessee
$1.49M -$9.2K -60 -0.5%
MNBTD
604
Moody National Bank Trust Division
Texas
$1.49M +$57.2K +373 +3%
CCM
605
Cullen Capital Management
New York
$1.49M +$32.1K +209 +2%
RBA
606
Richard Bernstein Advisors
New York
$1.49M -$635K -4,142 -25%
AMIM
607
Aull & Monroe Investment Management
Alabama
$1.48M -$90K -587 -5%
AAS
608
Annex Advisory Services
Wisconsin
$1.47M -$375K -2,447 -17%
LCM
609
Laurion Capital Management
New York
$1.46M +$1.85M +12,077 New
EWM
610
Evercore Wealth Management
New York
$1.45M
AWM
611
Axxcess Wealth Management
California
$1.45M -$52K -339 -3%
WHC
612
Wulff, Hansen & Co
California
$1.44M
CNC
613
Canandaigua National Corp
New York
$1.44M +$116K +757 +7%
AP
614
Americana Partners
Texas
$1.43M +$54.4K +355 +3%
NP
615
NorthRock Partners
Minnesota
$1.42M +$82.4K +537 +5%
AC
616
Apella Capital
Connecticut
$1.42M +$394K +2,566 +28%
BCM
617
Becker Capital Management
Oregon
$1.42M -$7.97K -52 -0.4%
AGAM
618
Audent Global Asset Management
California
$1.41M -$87.4K -570 -5%
RAM
619
Riggs Asset Management
Pennsylvania
$1.4M +$1.76M +11,476 +9,484%
CIA
620
Cladis Investment Advisory
Montana
$1.4M +$13.8K +90 +0.8%
VCP
621
Verus Capital Partners
Arizona
$1.4M +$829K +5,405 +87%
LJAC
622
L.J. Altfest & Co
New York
$1.4M +$173K +1,126 +11%
BAM
623
Belpointe Asset Management
Nevada
$1.4M -$71.8K -468 -4%
TI
624
Tidal Investments
Wisconsin
$1.4M +$86K +561 +5%
LPIC
625
LeJeune Puetz Investment Counsel
Michigan
$1.4M

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.