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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
GI
876
Gradient Investments
Minnesota
$1.35M -$5.03K -23 -0.3%
DFA
877
Delta Financial Advisors
Louisiana
$1.33M
Luther King Capital Management (LKCM)
878
Luther King Capital Management (LKCM)
Texas
$1.33M +$175K +800 +13%
LKIM
879
Lawson Kroeker Investment Management
Nebraska
$1.33M -$27.3K -125 -2%
HVIA
880
Hudson Valley Investment Advisors
New York
$1.32M -$51K -233 -3%
DT
881
Diversified Trust
Tennessee
$1.32M +$74.4K +340 +5%
RPC
882
Rossmore Private Capital
Connecticut
$1.32M +$5.47K +25 +0.4%
WANY
883
Wealthspire Advisors (New York)
New York
$1.32M +$268K +1,225 +22%
MSE
884
MUFG Securities EMEA
United Kingdom
$1.31M -$14.3M -65,454 -91%
GT
885
Glenview Trust
Kentucky
$1.31M +$102K +468 +7%
CFG
886
Citizens Financial Group
Rhode Island
$1.31M -$1.63M -7,433 -52%
HAM
887
Hedges Asset Management
Nevada
$1.3M +$76.6K +350 +5%
CBA
888
Coastal Bridge Advisors
Connecticut
$1.3M +$32.2K +147 +2%
BHIC
889
Bassett Hargrove Investment Counsel
Delaware
$1.29M -$118K -541 -7%
AC
890
Apella Capital
Connecticut
$1.29M +$51.6K +236 +4%
CCFM
891
Clear Creek Financial Management
Washington
$1.29M +$32.2K +147 +2%
CGA
892
Crescent Grove Advisors
Illinois
$1.28M +$252K +1,154 +21%
SWK
893
Stephen W. Kidder
$1.28M -$21.9K -100 -1%
CCA
894
Checchi Capital Advisers
California
$1.27M +$24.1K +110 +2%
RWM
895
Ritholtz Wealth Management
New York
$1.27M -$86.2K -394 -6%
PP
896
PDT Partners
New York
$1.27M +$265K +1,212 +22%
FCM
897
Fairbanks Capital Management
California
$1.26M -$77K -352 -5%
MIC
898
Means Investment Company
Maine
$1.25M -$60.4K -276 -4%
LA
899
LexAurum Advisors
Kansas
$1.25M -$32.2K -147 -2%
AIP
900
Ameritas Investment Partners
Nebraska
$1.25M -$57.5K -263 -4%

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.