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1,902 hedge funds and large institutions have $45.8B invested in Boeing in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 744 increasing their positions, 801 reducing their positions, and 314 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.43% more ownership

Funds ownership: 54.69%57.12% (+2.4%)

6% less call options, than puts

Call options by funds: $4.72B | Put options by funds: $5.01B

7% less repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 801

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

12% less funds holding

Funds holding: 2,1511,902 (-249)

27% less capital invested

Capital invested by funds: $62.5B → $45.8B (-$16.7B)

69% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 314

Holders
1,902
Holders Change
-249
Holders Change %
-11.58%
% of All Funds
32.04%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
97
Increased
744
Reduced
801
Closed
314
Calls
$4.72B
Puts
$5.01B
Net Calls
-$291M
Net Calls Change
+$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
876
Wilbanks Smith & Thomas Asset Management
Virginia
$838K +$20.7K +140 +2%
CA
877
Crumly & Associates
Illinois
$835K +$427K +2,893 +90%
PWA
878
Primoris Wealth Advisors
Florida
$832K -$3.31M -22,449 -79%
AFM
879
Abbot Financial Management
Massachusetts
$831K +$3.69K +25 +0.4%
WAM
880
Wallington Asset Management
Indiana
$831K +$18.4K +125 +2%
RWA
881
Ropes Wealth Advisors
Massachusetts
$830K -$9K -61 -1%
6F
882
626 Financial
Michigan
$829K +$36.4K +247 +4%
OWA
883
Octavia Wealth Advisors
Ohio
$829K +$67K +454 +8%
MSAM
884
Moloney Securities Asset Management
Missouri
$828K +$28.3K +192 +3%
BA
885
Bridgewater Advisors
New York
$824K +$25.5K +173 +3%
BA
886
Bristlecone Advisors
Washington
$822K +$44K +298 +5%
VWA
887
V Wealth Advisors
Kansas
$822K +$80.1K +543 +10%
WPW
888
Waldron Private Wealth
Pennsylvania
$818K -$16.7K -113 -2%
GAM
889
Grandview Asset Management
Pennsylvania
$813K -$70.1K -475 -7%
JWM
890
Jeppson Wealth Management
California
$813K +$107K +726 +14%
ACP
891
Ashfield Capital Partners
California
$806K
DPIM
892
Duff & Phelps Investment Management
Illinois
$805K
EA
893
Eclectic Associates
California
$805K +$35.6K +241 +4%
PPP
894
Private Portfolio Partners
New Jersey
$803K +$54.9K +372 +7%
LC
895
Lavaca Capital
Texas
$803K -$634K -4,300 -44%
HVP
896
Hudson Value Partners
Florida
$801K -$243K -1,645 -22%
CWM
897
C2C Wealth Management
Arizona
$799K +$59.6K +404 +9%
BI
898
Ballast Inc
Kentucky
$798K +$218K +1,480 +34%
HCM
899
Hodges Capital Management
Texas
$796K -$1.26M -8,522 -59%
GT
900
Greenleaf Trust
Michigan
$796K -$91.5K -620 -10%

BA Hedge Fund Activity: Q2 2022 in Review

1,902 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q2 2022, worth a combined $45.8B — down 27% from $62.5B a quarter earlier.

Sellers outnumbered buyers: 314 funds closed out of BA and 97 opened new positions — a net loss of 217 holders — while 801 trimmed existing stakes and 744 added.

The largest buyer was Capital World Investors, adding an estimated $667M. The largest seller was Bank of Montreal, cutting an estimated $305M.

  • 1,902 institutional investors held Boeing (BA) as of Q2 2022, down from 2,151 in Q1 2022.
  • Funds reported $45.8B of Boeing stock for Q2 2022, down 27% quarter-over-quarter.
  • 97 funds opened new Boeing positions in Q2 2022 and 314 closed out, a net change of -217 holders.
  • The largest Boeing buyer in Q2 2022 was Capital World Investors, an estimated $667M added.
  • The largest Boeing seller in Q2 2022 was Bank of Montreal, an estimated $305M sold.

Based on aggregated 13F filings for Q2 2022.