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2,228 hedge funds and large institutions have $77.9B invested in Boeing in 2023 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 801 increasing their positions, 864 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 107

2% more funds holding

Funds holding: 2,1912,228 (+37)

1% more capital invested

Capital invested by funds: $77.4B → $77.9B (+$525M)

0.48% more ownership

Funds ownership: 60.93%61.41% (+0.48%)

7% less repeat investments, than reductions

Existing positions increased: 801 | Existing positions reduced: 864

20% less funds holding in top 10

Funds holding in top 10: 6653 (-13)

23% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $6.12B

Holders
2,228
Holders Change
+37
Holders Change %
+1.69%
% of All Funds
34.98%
Holding in Top 10
53
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.7%
% of All Funds
0.83%
New
162
Increased
801
Reduced
864
Closed
107
Calls
$4.73B
Puts
$6.12B
Net Calls
-$1.39B
Net Calls Change
+$72.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
601
RWA Wealth Partners
Massachusetts
$2.8M +$2.27M +10,909 +465%
WHC
602
Wulff, Hansen & Co
California
$2.76M +$189K +910 +7%
MFG
603
MidWestOne Financial Group
Iowa
$2.76M -$55.7K -268 -2%
SIM
604
Stratos Investment Management
Ohio
$2.76M +$1.64M +7,886 +152%
CPRC
605
Consolidated Portfolio Review Corp
New York
$2.75M -$48K -231 -2%
LC
606
Lindbrook Capital
California
$2.75M +$7.48K +36 +0.3%
CNBTD
607
Citizens National Bank Trust Department
Mississippi
$2.75M +$423K +2,036 +19%
USAA
608
United Services Automobile Association
Texas
$2.75M +$52.1K +251 +2%
BMSSC
609
B. Metzler seel. Sohn & Co
Germany
$2.74M
GIA
610
Gladstone Institutional Advisory
Florida
$2.74M -$1.03M -4,977 -28%
SWM
611
SeaCrest Wealth Management
New York
$2.73M -$540K -2,602 -17%
SC
612
Shay Capital
New York
$2.72M +$2.67M +12,875 New
Lazard Asset Management
613
Lazard Asset Management
New York
$2.71M -$148K -714 -5%
EWM
614
EPG Wealth Management
Georgia
$2.7M -$114K -549 -4%
CK
615
Cohen Klingenstein
New York
$2.68M
NP
616
Nilsine Partners
Colorado
$2.68M +$14.7K +71 +0.6%
XT
617
XTX Topco
Cayman Islands
$2.68M +$2.64M +12,694 New
FDS
618
First Dallas Securities
Texas
$2.68M +$271K +1,304 +11%
TCM
619
Twin Capital Management
Pennsylvania
$2.67M +$2.63M +12,650 New
LFG
620
Larson Financial Group
Missouri
$2.67M +$23.5K +113 +0.9%
WWM
621
Western Wealth Management
Colorado
$2.66M -$81K -390 -3%
MFG
622
Midwest Financial Group
Kansas
$2.64M +$9.35K +45 +0.4%
AWM
623
Axxcess Wealth Management
California
$2.63M +$800K +3,850 +45%
EWM
624
Evercore Wealth Management
New York
$2.62M -$136K -657 -5%
MNBTD
625
Moody National Bank Trust Division
Texas
$2.61M +$22.6K +109 +0.9%

BA Hedge Fund Activity: Q2 2023 in Review

2,228 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q2 2023, worth a combined $77.9B — up 0.68% from $77.4B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new BA positions and 107 closed out — a net gain of 55 holders — while 801 added to existing stakes and 864 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $236M. The largest seller was Newport Trust Company, cutting an estimated $1.26B.

  • 2,228 institutional investors held Boeing (BA) as of Q2 2023, up from 2,191 in Q1 2023.
  • Funds reported $77.9B of Boeing stock for Q2 2023, up 0.68% quarter-over-quarter.
  • 162 funds opened new Boeing positions in Q2 2023 and 107 closed out, a net change of +55 holders.
  • The largest Boeing buyer in Q2 2023 was Susquehanna International Group, an estimated $236M added.
  • The largest Boeing seller in Q2 2023 was Newport Trust Company, an estimated $1.26B sold.

Based on aggregated 13F filings for Q2 2023.