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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
RPCONE
676
Retirement Planning Company of New England
Rhode Island
$2.3M -$25.8K -124 -1%
SCM
677
SOL Capital Management
Maryland
$2.28M -$12.5K -60 -0.6%
PA
678
Profund Advisors
Maryland
$2.28M +$98.3K +473 +5%
GWM
679
Geneos Wealth Management
Colorado
$2.27M -$473K -2,276 -17%
AA
680
Ancora Advisors
Ohio
$2.26M -$550K -2,650 -20%
IAS
681
Insigneo Advisory Services
Florida
$2.24M +$834K +4,013 +61%
ACM
682
Adalta Capital Management
New York
$2.24M
PPW
683
Parcion Private Wealth
Washington
$2.2M
GIA
684
Guyasuta Investment Advisors
Pennsylvania
$2.2M +$402K +1,933 +23%
BCV
685
Banque Cantonale Vaudoise
Switzerland
$2.2M -$44.9K -216 -2%
VF
686
Virtu Financial
New York
$2.19M +$2.15M +10,362 New
WHG
687
Westwood Holdings Group
Texas
$2.18M +$636K +3,061 +42%
FTDI
688
First Trust Direct Indexing
Massachusetts
$2.18M +$69.8K +336 +3%
USCWA
689
U.S. Capital Wealth Advisors
Texas
$2.18M +$143K +689 +7%
S
690
SignatureFD
Georgia
$2.17M +$44.7K +215 +2%
TPWA
691
TRUE Private Wealth Advisors
Oregon
$2.16M
AWA
692
Arete Wealth Advisors
Illinois
$2.16M +$94.1K +453 +5%
KIA
693
KCM Investment Advisors
California
$2.15M -$68.1K -328 -3%
WAM
694
Weatherly Asset Management
California
$2.15M
HIC
695
Holderness Investments Company
North Carolina
$2.15M
SAI
696
Systematic Alpha Investments
New Jersey
$2.12M
CC
697
Claybrook Capital
Massachusetts
$2.12M -$20.8K -100 -1%
CNBT
698
Canandaigua National Bank & Trust
New York
$2.11M +$1.87K +9 +0.1%
MOS
699
MGO One Seven
Ohio
$2.11M -$102K -492 -5%
WSTAM
700
Wilbanks Smith & Thomas Asset Management
Virginia
$2.1M +$85.6K +412 +4%

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.