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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
MMPW
976
Mitchell McLeod Pugh & Williams
Alabama
$603K +$204K +1,332 +37%
CI
977
Conning Inc
Connecticut
$602K -$88.2K -575 -10%
FFM
978
Forum Financial Management
Illinois
$601K +$205K +1,339 +37%
SCM
979
Stonebridge Capital Management
California
$597K -$132K -858 -15%
FWP
980
FAS Wealth Partners
Kansas
$597K +$76.7K +500 +11%
FBA
981
Front Barnett Associates
Illinois
$595K -$1.53K -10 -0.2%
PTP
982
Platform Technology Partners
New York
$594K +$37.9K +247 +5%
NQWM
983
Northwest Quadrant Wealth Management
Oregon
$593K -$64.6K -421 -8%
5L
984
55I LLC
Massachusetts
$593K +$414K +2,700 +123%
FFC
985
First Financial Corp
Indiana
$591K +$45.7K +298 +7%
LWP
986
Legacy Wealth Planning
Nevada
$588K
MFS
987
Madrona Financial Services
Washington
$588K +$77.8K +507 +12%
KFI
988
Key Financial Inc
Pennsylvania
$587K +$663K +4,326 +834%
SCA
989
Spearhead Capital Advisors
Florida
$585K -$9.17M -59,779 -93%
AP
990
Adero Partners
California
$582K +$282K +1,841 +82%
NWM
991
Northcape Wealth Management
New York
$580K +$423K +2,757 +136%
LA
992
Legacy Advisors
Pennsylvania
$579K +$191K +1,248 +35%
LWM
993
Laidlaw Wealth Management
New York
$578K -$2.45K -16 -0.3%
NGA
994
Naples Global Advisors
Florida
$577K -$155K -1,010 -17%
SWM
995
Soundmark Wealth Management
Washington
$576K
W
996
Wealthquest
Ohio
$576K
BBHC
997
Brown Brothers Harriman & Co
New York
$575K -$3.15M -20,515 -81%
CHA
998
Carmichael Hill & Associates
Maryland
$573K -$38.5K -251 -5%
WAAG
999
Wealth Alliance Advisory Group
Kansas
$568K -$30.7K -200 -4%
WSFS
1000
Wilmington Savings Fund Society
Delaware
$567K

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.