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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
LIM
976
Leavell Investment Management
Alabama
$1.06M -$467K -2,135 -28%
IB
977
Intrust Bank
Kansas
$1.06M -$4.16K -19 -0.3%
IAS
978
Insigneo Advisory Services
Florida
$1.06M -$1.12M -5,099 -48%
AIM
979
Anchor Investment Management
South Carolina
$1.06M -$10.9K -50 -0.9%
CHC
980
City Holding Co
West Virginia
$1.05M -$31.7K -145 -3%
PWMG
981
Pinnacle Wealth Management Group
Michigan
$1.05M -$21.9K -100 -2%
EHC
982
Everett Harris & Co
California
$1.05M -$21.9K -100 -2%
SPA
983
Sherbrooke Park Advisers
New York
$1.05M +$1.2M +5,473 New
FCAS
984
First Command Advisory Services
Texas
$1.05M +$1.2M +5,473 New
LWAM
985
Legacy Wealth Asset Management
Minnesota
$1.04M -$19.5K -89 -2%
MWM
986
Modera Wealth Management
New Jersey
$1.04M -$25.4K -116 -2%
CCG
987
Coastwise Capital Group
California
$1.04M +$97.6K +446 +9%
AWAP
988
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.04M
9WM
989
9258 Wealth Management
Ohio
$1.04M -$219 -1 -0%
ICM
990
Islay Capital Management
Texas
$1.03M +$166K +760 +16%
LA
991
Legacy Advisors
Pennsylvania
$1.03M +$77.9K +356 +7%
GIM
992
Guild Investment Management
California
$1.03M -$4.38K -20 -0.4%
MAM
993
Mastrapasqua Asset Management
Tennessee
$1.03M -$14.9K -68 -1%
GPA
994
Garrison Point Advisors
California
$1.03M
CHJWM
995
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.03M -$119K -546 -9%
IWA
996
IVC Wealth Advisors
Pennsylvania
$1.02M -$5.47K -25 -0.5%
SCA
997
Sippican Capital Advisors
Massachusetts
$1.02M -$113K -517 -9%
WCM
998
Weik Capital Management
Pennsylvania
$1.02M
SFP
999
Sandbox Financial Partners
Maryland
$1.02M -$875 -4 -0.1%
EB
1000
Eastern Bank
Massachusetts
$1.02M -$32.8K -150 -3%

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.