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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
IWA
1001
IVC Wealth Advisors
Pennsylvania
$566K +$7.36K +48 +1%
OPWM
1002
Oxinas Partners Wealth Management
Indiana
$565K -$16.3K -106 -2%
BP
1003
Ballentine Partners
Massachusetts
$564K +$163K +1,060 +29%
DT
1004
Diversified Trust
Tennessee
$563K -$6.44K -42 -0.9%
PFA
1005
Pure Financial Advisors
California
$562K -$2.61K -17 -0.4%
DBIA
1006
Dumont & Blake Investment Advisors
New Jersey
$560K +$10.9K +71 +2%
PWM
1007
Perigon Wealth Management
California
$560K +$129K +838 +22%
ClearBridge Investments
1008
ClearBridge Investments
New York
$558K -$3.68K -24 -0.5%
BL
1009
Balentine LLC
Georgia
$558K +$387K +2,526 +122%
MFA
1010
Mayflower Financial Advisors
Massachusetts
$557K -$40.3K -263 -5%
BAM
1011
Byrne Asset Management
New Jersey
$557K -$25.3K -165 -3%
WFA
1012
Wipfli Financial Advisors
Wisconsin
$556K +$705K +4,596 New
MWC
1013
MBM Wealth Consultants
Missouri
$555K +$125K +814 +23%
CBTWT
1014
Community Bank & Trust (Waco, Texas)
Texas
$553K -$17.8K -116 -2%
GCM
1015
Gables Capital Management
Florida
$553K
BBA
1016
BLB&B Advisors
Pennsylvania
$552K
NAMP
1017
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$552K +$284K +1,849 +68%
WF
1018
Wayfinding Financial
Washington
$551K -$613 -4 -0.1%
CPO
1019
Cerity Partners OCIO
New York
$551K +$61K +398 +10%
HVP
1020
Hudson Value Partners
Florida
$547K -$206K -1,341 -23%
EBT
1021
Enterprise Bank & Trust
Massachusetts
$547K
LFM
1022
Lumina Fund Management
New York
$545K
RMSCM
1023
R.M. Sincerbeaux Capital Management
New York
$545K
MHS
1024
M Holdings Securities
Oregon
$545K +$44.9K +293 +7%
KTC
1025
Kistler-Tiffany Companies
Pennsylvania
$543K -$2.3K -15 -0.3%

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.