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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
FC
951
Fusion Capital
South Carolina
$1.13M +$15.5K +71 +1%
SWMP
952
Signature Wealth Management Partners
New Jersey
$1.12M
CFCI
953
Comprehensive Financial Consultants Institutional
Indiana
$1.12M +$2.41K +11 +0.2%
RCG
954
Regatta Capital Group
California
$1.12M -$23.2K -106 -2%
SWM
955
Silverlake Wealth Management
Vermont
$1.12M +$13.6K +62 +1%
1IA
956
1834 Investment Advisors
Wisconsin
$1.12M -$150K -685 -11%
OWA
957
Octavia Wealth Advisors
Ohio
$1.11M +$19.9K +91 +2%
MC
958
Machina Capital
France
$1.11M +$395K +1,805 +45%
BHCM
959
Brevan Howard Capital Management
Jersey
$1.1M +$1.26M +5,759 New
Envestnet Portfolio Solutions
960
Envestnet Portfolio Solutions
Illinois
$1.1M +$1.26M +5,753 New
WAM
961
Wallington Asset Management
Indiana
$1.1M
JFG
962
Jefferies Financial Group
New York
$1.09M +$515K +2,352 +70%
FCA
963
FinTrust Capital Advisors
South Carolina
$1.09M +$958K +4,379 +339%
TWP
964
Tempus Wealth Planning
California
$1.09M +$14.7K +67 +1%
AFM
965
Abbot Financial Management
Massachusetts
$1.09M +$41.1K +188 +3%
CCA
966
Cobblestone Capital Advisors
New York
$1.09M +$64.5K +295 +5%
CSC
967
Caldwell Sutter Capital
California
$1.08M -$8.1K -37 -0.7%
MAM
968
MWA Asset Management
Massachusetts
$1.08M +$1.23M +5,635 New
DCM
969
Dudley Capital Management
Virginia
$1.08M -$113K -515 -8%
ZIG
970
Zullo Investment Group
Pennsylvania
$1.08M +$12.5K +57 +1%
FFM
971
Forum Financial Management
Illinois
$1.07M +$17.7K +81 +1%
ACI
972
Alpha Cubed Investments
California
$1.07M +$174K +793 +17%
EA
973
Eclectic Associates
California
$1.07M +$167K +762 +16%
WFS
974
Widmann Financial Services
Maryland
$1.07M -$3.06K -14 -0.3%
CIM
975
CIM Investment Management
Pennsylvania
$1.06M -$30K -137 -2%

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.