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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
JPWM
1001
Jamison Private Wealth Management
Georgia
$1.02M +$1.16M +5,316 New
IP
1002
Intellectus Partners
California
$1.02M +$143K +655 +14%
HWM
1003
Hohimer Wealth Management
Washington
$1.01M +$265K +1,210 +30%
Vontobel Holding
1004
Vontobel Holding
Switzerland
$1.01M -$503K -2,297 -30%
ACA
1005
Aspire Capital Advisors
Washington
$1.01M -$266K -1,216 -19%
SMC
1006
Smith, Moore & Co
Missouri
$1.01M -$4.16K -19 -0.4%
MSAM
1007
Moloney Securities Asset Management
Missouri
$1.01M -$146K -667 -11%
GDP
1008
Great Diamond Partners
Maine
$1.01M +$438 +2 +0%
FG
1009
Fiduciary Group
Georgia
$1.01M -$52.9K -242 -4%
FFC
1010
First Financial Corp
Indiana
$1.01M +$304K +1,391 +36%
BAM
1011
Belpointe Asset Management
Nevada
$1M -$219K -1,001 -16%
CCA
1012
Cravens & Co Advisors
Tennessee
$1M +$62.1K +284 +6%
PSCM
1013
Per Stirling Capital Management
Texas
$1M +$61K +279 +6%
DAC
1014
Dividend Assets Capital
South Carolina
$1M -$2.41K -11 -0.2%
IF
1015
Integrity Financial
Wyoming
$998K -$45.3K -207 -4%
MC
1016
Martin & Co
Tennessee
$995K -$1.97K -9 -0.2%
CGIM
1017
Capital Group Investment Management
Singapore
$994K -$167K -763 -13%
ICG
1018
InterOcean Capital Group
Tennessee
$994K +$124K +566 +12%
DAL
1019
Delta Accumulation LLC
California
$993K
BI
1020
Ballast Inc
Kentucky
$992K -$24.3K -111 -2%
HCA
1021
Harbour Capital Advisors
Virginia
$991K +$648K +2,960 +134%
FHB
1022
First Hawaiian Bank
Hawaii
$990K
EIM
1023
Essex Investment Management
Massachusetts
$989K +$269K +1,230 +31%
AGAM
1024
Audent Global Asset Management
California
$983K -$47.7K -218 -4%
AFA
1025
Arlington Financial Advisors
California
$978K -$2.63K -12 -0.2%

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.