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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
EWM
901
Edge Wealth Management
New York
$1.3M +$104K +500 +9%
Luther King Capital Management (LKCM)
902
Luther King Capital Management (LKCM)
Texas
$1.3M -$5.61K -27 -0.4%
DCM
903
Dudley Capital Management
Virginia
$1.3M -$13.5K -65 -1%
ECM
904
Evergreen Capital Management
Washington
$1.29M +$7.48K +36 +0.6%
DPIM
905
Duff & Phelps Investment Management
Illinois
$1.29M +$4.15K +20 +0.3%
JE
906
JMAC Enterprises
Pennsylvania
$1.29M +$35.9K +173 +3%
RC
907
Roundview Capital
New Jersey
$1.29M +$46.7K +225 +4%
CFG
908
Cooper Financial Group
California
$1.29M +$48.8K +235 +4%
VCM
909
Vivaldi Capital Management
Illinois
$1.28M -$10.2K -49 -0.8%
TA
910
TFG Advisers
Michigan
$1.27M +$87.7K +422 +8%
DWT
911
Dorsey & Whitney Trust
South Dakota
$1.27M +$134K +646 +12%
BEI
912
Benjamin Edwards Inc
Missouri
$1.26M -$705K -3,394 -36%
RCG
913
Regatta Capital Group
California
$1.26M -$10.8K -52 -0.9%
CGIM
914
Capital Group Investment Management
Singapore
$1.26M -$24.1K -116 -2%
MSAM
915
Moloney Securities Asset Management
Missouri
$1.25M +$50.9K +245 +4%
PWM
916
Perigon Wealth Management
California
$1.25M +$91.2K +439 +8%
TCM
917
Teza Capital Management
Illinois
$1.25M +$792K +3,812 +181%
DWA
918
Douglass Winthrop Advisors
New York
$1.25M
CG
919
Caprock Group
Idaho
$1.25M +$10.2K +49 +0.8%
HWM
920
Horizon Wealth Management
Illinois
$1.24M -$11.2K -54 -0.9%
SWMP
921
Signature Wealth Management Partners
New Jersey
$1.24M -$119K -575 -9%
CFCI
922
Comprehensive Financial Consultants Institutional
Indiana
$1.24M
SCA
923
Sippican Capital Advisors
Massachusetts
$1.24M -$196K -943 -14%
MRI
924
Mad River Investors
Massachusetts
$1.23M -$1.45K -7 -0.1%
FCB
925
First Command Bank
Texas
$1.23M -$42.6K -205 -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.