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2,190 hedge funds and large institutions have $77.4B invested in Boeing in 2023 Q1 according to their latest regulatory filings, with 220 funds opening new positions, 748 increasing their positions, 868 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 116

13% more capital invested

Capital invested by funds: $68.3B → $77.4B (+$9.05B)

3% more funds holding

Funds holding: 2,1322,190 (+58)

1.81% more ownership

Funds ownership: 59.12%60.93% (+1.8%)

2% more funds holding in top 10

Funds holding in top 10: 6566 (+1)

14% less repeat investments, than reductions

Existing positions increased: 748 | Existing positions reduced: 868

23% less call options, than puts

Call options by funds: $4.87B | Put options by funds: $6.33B

Holders
2,190
Holders Change
+58
Holders Change %
+2.72%
% of All Funds
34.9%
Holding in Top 10
66
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.54%
% of All Funds
1.05%
New
220
Increased
748
Reduced
868
Closed
116
Calls
$4.87B
Puts
$6.33B
Net Calls
-$1.46B
Net Calls Change
-$794M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
76
Prudential Financial
New Jersey
$86.6M +$8.9M +42,846 +9%
M1FG
77
Mach-1 Financial Group
Arkansas
$82.2M +$86K +414 New
Empower Advisory Group
78
Empower Advisory Group
Colorado
$79.1M +$76.3M +367,287 New
HighTower Advisors
79
HighTower Advisors
Illinois
$78.9M +$6.17M +29,685 +9%
VOYA Investment Management
80
VOYA Investment Management
Georgia
$78.9M +$13.7M +66,042 +22%
Osaic Holdings
81
Osaic Holdings
Arizona
$78.1M -$1.64M -7,912 -2%
US Bancorp
82
US Bancorp
Minnesota
$76M -$2.67M -12,842 -3%
Truist Financial
83
Truist Financial
North Carolina
$74.9M -$1.85M -8,885 -2%
State of Wisconsin Investment Board
84
State of Wisconsin Investment Board
Wisconsin
$72.3M +$2.6M +12,526 +4%
State of New Jersey Common Pension Fund D
85
State of New Jersey Common Pension Fund D
New Jersey
$71M +$430K +2,069 +0.6%
SSM
86
Sound Shore Management
Connecticut
$70.5M +$2.53M +12,171 +4%
ASC
87
Atalanta Sosnoff Capital
New York
$70.4M -$2.46M -11,850 -3%
Mitsubishi UFJ Trust & Banking
88
Mitsubishi UFJ Trust & Banking
Japan
$70.1M +$1.19M +5,740 +2%
Chevy Chase Trust
89
Chevy Chase Trust
Maryland
$69.9M +$924K +4,447 +1%
Canada Pension Plan Investment Board
90
Canada Pension Plan Investment Board
Ontario, Canada
$69M +$14.6M +70,450 +28%
Ohio Public Employees Retirement System (OPERS)
91
Ohio Public Employees Retirement System (OPERS)
Ohio
$68.2M -$1.07M -5,139 -2%
Corient Private Wealth
92
Corient Private Wealth
Florida
$66.1M +$9.55M +45,979 +17%
Asset Management One
93
Asset Management One
Japan
$63.6M +$2.26M +10,880 +4%
MIFH
94
Migdal Insurance & Financial Holdings
Israel
$63.1M -$6.86M -33,000 -10%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$59.8M -$3.16M -15,206 -5%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$57.6M -$54.1M -260,478 -49%
William Blair & Company
97
William Blair & Company
Illinois
$57.3M +$3.4M +16,379 +6%
JMPWA
98
JP Morgan Private Wealth Advisors
California
$57.2M +$8.15M +39,216 +17%
TD Asset Management
99
TD Asset Management
Ontario, Canada
$57.1M +$147K +708 +0.3%
Neuberger Berman Group
100
Neuberger Berman Group
New York
$56.9M -$95M -457,204 -63%

BA Hedge Fund Activity: Q1 2023 in Review

2,190 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2023, worth a combined $77.4B — up 13% from $68.3B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new BA positions and 116 closed out — a net gain of 104 holders — while 748 added to existing stakes and 868 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $825M. The largest seller was Newport Trust Company, cutting an estimated $755M.

  • 2,190 institutional investors held Boeing (BA) as of Q1 2023, up from 2,132 in Q4 2022.
  • Funds reported $77.4B of Boeing stock for Q1 2023, up 13% quarter-over-quarter.
  • 220 funds opened new Boeing positions in Q1 2023 and 116 closed out, a net change of +104 holders.
  • The largest Boeing buyer in Q1 2023 was Fisher Asset Management, an estimated $825M added.
  • The largest Boeing seller in Q1 2023 was Newport Trust Company, an estimated $755M sold.

Based on aggregated 13F filings for Q1 2023.