We are live on ! Find out more

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
WHG
601
Westwood Holdings Group
Texas
$2.91M +$1.06M +4,831 +47%
NCM
602
Narwhal Capital Management
Georgia
$2.89M -$115K -525 -3%
VCA
603
Verdence Capital Advisors
Maryland
$2.88M +$224K +1,022 +7%
NRS
604
Neville Rodie & Shaw
New York
$2.88M
MAM
605
Mystic Asset Management
Rhode Island
$2.88M +$19.3K +88 +0.6%
SIS
606
Strategic Investment Solutions
Illinois
$2.87M +$2.82M +12,896 +6,200%
WSCM
607
Wellington Shields Capital Management
New York
$2.87M +$182K +831 +6%
AIMCA
608
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.86M
AAM
609
Auxier Asset Management
Oregon
$2.85M -$21.9K -100 -0.7%
1WA
610
180 Wealth Advisors
Washington
$2.84M -$50.8K -232 -2%
RSWM
611
Robertson Stephens Wealth Management
California
$2.83M -$107K -489 -3%
RG
612
Rathbones Group
United Kingdom
$2.83M +$2.66M +12,156 +469%
EG
613
Ellerson Group
Maryland
$2.77M +$54.7K +250 +2%
BFG
614
Bleakley Financial Group
New Jersey
$2.76M -$551K -2,517 -15%
BIP
615
Bouvel Investment Partners
Pennsylvania
$2.73M +$35.9K +164 +1%
JCM
616
Jacobi Capital Management
Pennsylvania
$2.7M -$57.8K -264 -2%
CPIG
617
Chicago Partners Investment Group
Illinois
$2.69M -$2.84K -13 -0.1%
CGH
618
Crossmark Global Holdings
Texas
$2.69M +$42.7K +195 +1%
KFGK
619
Keystone Financial Group (Kentucky)
Kentucky
$2.69M +$12.9K +59 +0.4%
QPWM
620
Quadrant Private Wealth Management
Pennsylvania
$2.69M -$303K -1,386 -9%
CWM
621
Cornerstone Wealth Management
Missouri
$2.68M -$73.5K -336 -2%
CAM
622
Covenant Asset Management
New Jersey
$2.68M -$159K -729 -5%
MNBTD
623
Moody National Bank Trust Division
Texas
$2.66M +$334K +1,527 +12%
IMRF
624
Illinois Municipal Retirement Fund
Illinois
$2.65M
Man Group
625
Man Group
United Kingdom
$2.65M -$2.44M -11,169 Closed

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.