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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
WAM
651
Weatherly Asset Management
California
$1.29M -$20.7K -135 -1%
LWM
652
Lyell Wealth Management
California
$1.29M -$20.9K -136 -1%
NLP
653
Next Level Private
New York
$1.29M +$1.22M +7,945 +441%
FNBT
654
FineMark National Bank & Trust
Florida
$1.28M +$307 +2 +0%
MPM
655
Meritage Portfolio Management
Kansas
$1.28M +$38.3K +250 +2%
MC
656
Mathes Company
New York
$1.28M +$63.6K +415 +4%
MSE
657
MUFG Securities EMEA
United Kingdom
$1.28M +$1.62M +10,544 New
VI
658
Versor Investments
New York
$1.27M +$1.61M +10,502 New
TPWA
659
TRUE Private Wealth Advisors
Oregon
$1.26M -$2.3K -15 -0.1%
SIGI
660
Susquehanna International Group (Ireland)
Ireland
$1.25M +$1.59M +10,364 New
CCWA
661
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.25M +$15.6K +102 +1%
PPW
662
Parcion Private Wealth
Washington
$1.25M +$1.38K +9 +0.1%
MSA
663
McAlister Sweet & Associates
Texas
$1.25M -$72.4K -472 -4%
NFSG
664
Newbridge Financial Services Group
Florida
$1.25M +$155K +1,013 +11%
ZCM
665
Ziegler Capital Management
Illinois
$1.25M -$36K -235 -2%
AWM
666
Apollon Wealth Management
South Carolina
$1.25M -$149K -971 -9%
1SB
667
1ST Source Bank
Indiana
$1.25M -$30.4K -198 -2%
HIC
668
Holderness Investments Company
North Carolina
$1.24M -$127K -825 -7%
GIA
669
Gladstone Institutional Advisory
Florida
$1.24M +$1.53K +10 +0.1%
HCM
670
Hutchinson Capital Management
California
$1.23M -$767 -5 -0%
AWMT
671
AAFMAA Wealth Management & Trust
North Carolina
$1.23M -$4.36M -28,443 -74%
SAI
672
Systematic Alpha Investments
New Jersey
$1.22M
S
673
SignatureFD
Georgia
$1.22M +$239K +1,561 +18%
WWA
674
WCG Wealth Advisors
Nevada
$1.21M -$79.9K -521 -5%
WPC
675
Waters Parkerson & Co
Louisiana
$1.21M

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.