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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
CHJWM
751
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.01M -$9.66K -63 -0.9%
MGP
752
Metis Global Partners
California
$1.01M +$28.1K +183 +2%
IAIM
753
International Assets Investment Management
Florida
$1.01M +$222K +1,446 +21%
RT
754
Rockland Trust
Massachusetts
$1.01M -$33.3K -217 -3%
PPP
755
Private Portfolio Partners
New Jersey
$1.01M +$382K +2,488 +42%
VWA
756
Visionary Wealth Advisors
Illinois
$1.01M -$80.1K -522 -6%
LCM
757
Logan Capital Management
Pennsylvania
$1.01M -$3.83K -25 -0.3%
SSA
758
Schonfeld Strategic Advisors
New York
$1M +$123K +800 +11%
RGI
759
River Global Investors
United Kingdom
$997K -$776K -5,060 -38%
GLA
760
Good Life Advisors
Pennsylvania
$995K +$124K +810 +11%
FTDI
761
First Trust Direct Indexing
Massachusetts
$994K -$18.6K -121 -1%
TCM
762
Tandem Capital Management
New Jersey
$993K +$16.7K +109 +2%
MWVC
763
Morgens Waterfall Vintiadis & Co
New York
$993K +$1.26M +8,200 New
WTB
764
Washington Trust Bank
Washington
$988K -$180K -1,172 -13%
FHA
765
First Horizon Advisors
Tennessee
$976K -$500K -3,261 -29%
AS
766
Altshuler Shaham
Israel
$975K
RA
767
RFG Advisory
Alabama
$974K +$77.3K +504 +10%
I
768
INVST
Indiana
$969K -$7.51K -49 -0.7%
WCM
769
Wunderlich Capital Managemnt
Tennessee
$969K +$144K +941 +13%
WA
770
Waverly Advisors
Alabama
$964K +$17.3K +113 +1%
WWG
771
West Wealth Group
California
$963K +$58.3K +380 +5%
WE
772
Wealth Effects
Massachusetts
$962K -$181K -1,183 -13%
AAM
773
Ascension Asset Management
New York
$957K
CCG
774
Ceeto Capital Group
Florida
$957K
CIS
775
Connors Investor Services
Pennsylvania
$952K

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.