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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
SAI
726
Systematic Alpha Investments
New Jersey
$1.92M
CC
727
Claybrook Capital
Massachusetts
$1.92M -$2.19K -10 -0.1%
KIA
728
KCM Investment Advisors
California
$1.91M -$53.2K -243 -2%
TPWA
729
TRUE Private Wealth Advisors
Oregon
$1.89M -$79.9K -365 -4%
NFSG
730
Newbridge Financial Services Group
Florida
$1.89M +$151K +689 +8%
PSP
731
Pacific Sage Partners
Washington
$1.88M
MTIC
732
Missouri Trust & Investment Company
Missouri
$1.88M +$268K +1,226 +14%
BFS
733
Bradley Foster & Sargent
Connecticut
$1.88M
TCOT
734
Trust Company of Toledo
Ohio
$1.88M +$106K +485 +5%
SPWG
735
Syntegra Private Wealth Group
Missouri
$1.88M +$32.6K +149 +2%
BHA
736
Beech Hill Advisors
New York
$1.87M
CNBT
737
Canandaigua National Bank & Trust
New York
$1.86M -$60.2K -275 -3%
HI
738
Harbour Investments
Wisconsin
$1.86M -$52.1K -238 -2%
EWM
739
Empirical Wealth Management
Washington
$1.85M +$216K +989 +11%
HIC
740
Holderness Investments Company
North Carolina
$1.83M -$133K -609 -6%
HCM
741
Hutchinson Capital Management
California
$1.83M -$71.1K -325 -3%
VA
742
Vident Advisory
Georgia
$1.83M +$2.09M +9,538 New
BCM
743
Birmingham Capital Management
Alabama
$1.83M +$58.2K +266 +3%
CIA
744
Cohen Investment Advisors
New Hampshire
$1.82M +$215K +981 +12%
SWM
745
Sculati Wealth Management
Michigan
$1.8M +$65.2K +298 +3%
ACL
746
Applied Capital LLC
Florida
$1.8M -$19.9K -91 -1%
VVP
747
Venture Visionary Partners
Ohio
$1.79M -$5.03K -23 -0.2%
CIA
748
Choate Investment Advisors
Massachusetts
$1.79M +$177K +810 +9%
CW
749
Connectus Wealth
Ohio
$1.78M +$282K +1,291 +16%
GWM
750
Geneos Wealth Management
Colorado
$1.78M -$321K -1,468 -14%

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.