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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
HCP
901
Hexagon Capital Partners
Arkansas
$1.25M +$44K +201 +3%
RIA
902
Realta Investment Advisors
Delaware
$1.25M -$190K -870 -13%
LFA
903
Legacy Financial Advisors
Kentucky
$1.25M +$235K +1,072 +20%
BWM
904
BNC Wealth Management
Oregon
$1.24M -$45.3K -207 -3%
TCM
905
Teza Capital Management
Illinois
$1.24M +$124K +569 +10%
HA
906
Herold Advisors
New York
$1.24M +$54.7K +250 +4%
BCM
907
Becker Capital Management
Oregon
$1.24M -$69.4K -317 -5%
RWA
908
Ropes Wealth Advisors
Massachusetts
$1.24M -$72.9K -333 -5%
RGI
909
River Global Investors
United Kingdom
$1.24M -$135K -616 -9%
LWCFA
910
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.23M -$68.7K -314 -5%
BCM
911
BlueCrest Capital Management
Jersey
$1.22M +$1.4M +6,390 New
MWM
912
Mattern Wealth Management
Kansas
$1.22M +$137K +625 +11%
DZ Bank
913
DZ Bank
Germany
$1.22M -$199K -908 -12%
6F
914
626 Financial
Michigan
$1.22M -$15.1K -69 -1%
TA
915
TFG Advisers
Michigan
$1.22M +$69.6K +318 +5%
EWA
916
Etesian Wealth Advisors
Oregon
$1.22M +$9.85K +45 +0.7%
PFA
917
Pure Financial Advisors
California
$1.22M +$262K +1,196 +23%
HT
918
Heritage Trust
Oklahoma
$1.21M +$165K +754 +14%
FIA
919
FNY Investment Advisers
New York
$1.21M +$1.24M +5,675 +912%
SS
920
Sunbelt Securities
Texas
$1.21M -$51.6K -236 -4%
JE
921
JMAC Enterprises
Pennsylvania
$1.21M +$41.6K +190 +3%
CI
922
CX Institutional
Indiana
$1.2M -$92.1K -421 -6%
DWP
923
Daymark Wealth Partners
Ohio
$1.2M +$23.3M +106,430 +2,476%
DPIM
924
Duff & Phelps Investment Management
Illinois
$1.2M +$34.8K +159 +3%
FHA
925
First Horizon Advisors
Tennessee
$1.19M -$105K -478 -7%

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.