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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
BCM
676
Brookstone Capital Management
Illinois
$2.26M -$390K -1,782 -13%
FWCM
677
Ferguson Wellman Capital Management
Oregon
$2.24M -$6.56K -30 -0.3%
OCAM
678
Onex Canada Asset Management
Ontario, Canada
$2.24M +$2.55M +11,661 New
RAM
679
Riggs Asset Management
Pennsylvania
$2.23M -$13.3K -61 -0.5%
LNWWM
680
Laird Norton Wetherby Wealth Management
California
$2.23M +$90.4K +413 +4%
MA
681
Modus Advisors
Minnesota
$2.22M -$96.3K -440 -4%
TH
682
TCTC Holdings
Texas
$2.22M -$109K -500 -4%
ONB
683
Old National Bancorp
Indiana
$2.2M -$1.61M -7,378 -39%
LJAC
684
L.J. Altfest & Co
New York
$2.2M +$13.3K +61 +0.5%
RFM
685
Royal Fund Management
Florida
$2.2M -$4.59K -21 -0.2%
FLI
686
Family Legacy Inc
South Carolina
$2.19M +$32.4K +148 +1%
SAM
687
Shell Asset Management
Netherlands
$2.19M -$37.9K -173 -1%
RBC
688
Romano Brothers & Co
Illinois
$2.18M -$1.31K -6 -0.1%
BCI
689
Brinker Capital Investments
Pennsylvania
$2.17M +$53.6K +245 +2%
OPS
690
Orion Portfolio Solutions
Nebraska
$2.17M +$53.6K +245 +2%
WCMN
691
Westchester Capital Management (Nebraska)
Nebraska
$2.17M -$1.97K -9 -0.1%
FMII
692
Farmers & Merchants Investments Inc
Nebraska
$2.17M -$1.09K -5 -0%
NIM
693
NEOS Investment Management
Connecticut
$2.16M +$2.46M +11,253 New
CSPAM
694
Cary Street Partners Asset Management
Virginia
$2.16M -$40.9K -187 -2%
PH
695
Pinnacle Holdings
Oklahoma
$2.15M -$214K -979 -8%
USCWA
696
U.S. Capital Wealth Advisors
Texas
$2.14M +$181K +825 +8%
AMIM
697
Aull & Monroe Investment Management
Alabama
$2.13M -$21.9K -100 -0.9%
WPC
698
Waters Parkerson & Co
Louisiana
$2.13M +$273K +1,250 +13%
NS
699
NBC Securities
Alabama
$2.12M +$2.42M +11,072 New
GPA
700
Guerra Pan Advisors
New Jersey
$2.12M +$21.2K +97 +0.9%

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.