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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
MW
801
Marcum Wealth
Ohio
$1.66M +$3.95K +19 +0.2%
APP
802
Avantax Planning Partners
Iowa
$1.65M -$137K -659 -8%
CT
803
Caldwell Trust
Florida
$1.65M -$9.97K -48 -0.6%
GLA
804
Great Lakes Advisors
Illinois
$1.65M +$25.8K +124 +2%
WJWM
805
Williams Jones Wealth Management
New York
$1.64M +$57.1K +275 +4%
RT
806
Rockland Trust
Massachusetts
$1.64M -$37.4K -180 -2%
CIS
807
Connors Investor Services
Pennsylvania
$1.64M
AAM
808
Ascension Asset Management
New York
$1.64M +$1.61M +7,770 New
CT
809
Cambridge Trust
Massachusetts
$1.63M -$26.4K -127 -2%
FHA
810
Flagship Harbor Advisors
Massachusetts
$1.63M -$80.4K -387 -5%
WI
811
Wintrust Investments
Illinois
$1.63M +$123K +593 +7%
MFG
812
Magnus Financial Group
New York
$1.62M +$36.1K +174 +2%
BRG
813
Bay Rivers Group
Virginia
$1.62M -$123K -590 -7%
LIM
814
Leavell Investment Management
Alabama
$1.62M +$277K +1,335 +21%
HI
815
Horizon Investments
North Carolina
$1.61M +$81.6K +393 +5%
Vontobel Holding
816
Vontobel Holding
Switzerland
$1.6M -$263K -1,265 -14%
FBC
817
Fairfield, Bush & Co
Connecticut
$1.6M +$1.04M +5,000 +195%
SF
818
Symphony Financial
Texas
$1.59M +$71.7K +345 +5%
FFBTD
819
First Financial Bank - Trust Division
Ohio
$1.58M -$831 -4 -0.1%
ISL
820
Ingalls & Snyder LLC
New York
$1.58M +$813K +3,914 +110%
SIA
821
Sage Investment Advisers
New York
$1.58M -$62.3K -300 -4%
CIAS
822
Capital Investment Advisory Services
North Carolina
$1.57M +$13.1K +63 +0.9%
GLA
823
Good Life Advisors
Pennsylvania
$1.57M +$108K +521 +8%
PTP
824
Platform Technology Partners
New York
$1.57M +$40.9K +197 +3%
EFS
825
Essex Financial Services
Connecticut
$1.56M -$55K -265 -3%

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.