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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
EHC
901
Everett Harris & Co
California
$701K -$2.3K -15 -0.3%
CCFM
902
Clear Creek Financial Management
Washington
$701K +$21K +137 +2%
BI
903
Ballast Inc
Kentucky
$699K -$9.51K -62 -1%
TWP
904
Tempus Wealth Planning
California
$697K +$249K +1,624 +39%
LWAM
905
Legacy Wealth Asset Management
Minnesota
$695K -$129K -838 -13%
SC
906
Stephens Consulting
Michigan
$694K
PWMG
907
Pinnacle Wealth Management Group
Michigan
$693K
WANY
908
Wealthspire Advisors (New York)
New York
$692K -$1.74M -11,346 -66%
EB
909
Eastern Bank
Massachusetts
$690K +$2.3K +15 +0.3%
PNC
910
Park National Corp
Ohio
$687K +$105K +687 +14%
PAS
911
Park Avenue Securities
New York
$684K +$59.8K +390 +7%
MFG
912
Magnus Financial Group
New York
$682K +$46.8K +305 +6%
PP
913
Prudential plc
United Kingdom
$681K +$104K +677 +14%
MSAM
914
Moloney Securities Asset Management
Missouri
$680K -$67.3K -439 -7%
WCM
915
Weik Capital Management
Pennsylvania
$680K +$44.2K +288 +5%
AIM
916
Anchor Investment Management
South Carolina
$677K -$7.82K -51 -0.9%
JWM
917
Jeppson Wealth Management
California
$674K -$58K -378 -6%
CIM
918
CIM Investment Management
Pennsylvania
$672K
NFG
919
Nations Financial Group
Iowa
$671K +$31.4K +205 +4%
BHBT
920
Burke & Herbert Bank & Trust
Virginia
$668K -$36K -235 -4%
CIA
921
Choate Investment Advisors
Massachusetts
$667K -$6.44K -42 -0.8%
DWT
922
Dorsey & Whitney Trust
South Dakota
$667K +$51.8K +338 +7%
HA
923
Herold Advisors
New York
$665K +$46K +300 +6%
WFS
924
Widmann Financial Services
Maryland
$665K
GAM
925
Grandview Asset Management
Pennsylvania
$664K -$70.9K -462 -8%

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.