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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
RMAM
701
Raab & Moskowitz Asset Management
New Jersey
$2.11M -$21.7K -99 -0.9%
PPW
702
Parcion Private Wealth
Washington
$2.11M +$128K +583 +6%
TLCM
703
Twin Lakes Capital Management
California
$2.1M -$16.8K -77 -0.7%
PWA
704
Primoris Wealth Advisors
Florida
$2.1M -$47.3K -216 -2%
MPM
705
Meritage Portfolio Management
Kansas
$2.1M
WSC
706
Wellington Shields & Co
New York
$2.1M -$97.8K -447 -4%
BCV
707
Banque Cantonale Vaudoise
Switzerland
$2.1M +$114K +520 +5%
HSA
708
HBK Sorce Advisory
Pennsylvania
$2.09M -$13.3K -61 -0.6%
VLC
709
Van Leeuwen & Company
New Jersey
$2.09M -$538K -2,459 -18%
SC
710
Searle & Co
Connecticut
$2.08M
BTWM
711
Baker Tilly Wealth Management
Wisconsin
$2.07M -$4.45M -20,320 -65%
PA
712
Profund Advisors
Maryland
$2.07M +$4.38K +20 +0.2%
GIA
713
Guyasuta Investment Advisors
Pennsylvania
$2.06M +$75.5K +345 +3%
CC
714
Centiva Capital
New York
$2.04M +$768K +3,512 +49%
SWM
715
SeaCrest Wealth Management
New York
$2.04M -$496K -2,265 -18%
ACM
716
Adalta Capital Management
New York
$2.03M
CCFP
717
Charles Carroll Financial Partners
Massachusetts
$2.03M +$432K +1,975 +23%
MOS
718
MGO One Seven
Ohio
$2.03M +$131K +599 +6%
GC
719
Gratus Capital
Georgia
$1.97M +$164K +750 +8%
S
720
SignatureFD
Georgia
$1.96M -$1.53K -7 -0.1%
FTDI
721
First Trust Direct Indexing
Massachusetts
$1.96M -$27.8K -127 -1%
CAM
722
Carret Asset Management
New York
$1.96M +$62.4K +285 +3%
WAM
723
Weatherly Asset Management
California
$1.94M -$14.2K -65 -0.6%
CWAF
724
Core Wealth Advisors (Florida)
Florida
$1.94M +$110K +505 +5%
SCM
725
SOL Capital Management
Maryland
$1.93M -$158K -720 -7%

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.