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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
SC
1051
Syon Capital
California
$940K +$1.07M +4,905 New
DWM
1052
Destination Wealth Management
California
$938K +$65.4K +299 +7%
AWE
1053
Avidian Wealth Enterprises
Texas
$937K -$148K -678 -12%
BWAM
1054
Boyd Watterson Asset Management
Ohio
$937K -$9.85K -45 -0.9%
JHCP
1055
Jackson Hole Capital Partners
Oklahoma
$936K +$8.53K +39 +0.8%
Kovitz Investment Group Partners
1056
Kovitz Investment Group Partners
Illinois
$933K -$21.9K -100 -2%
FBA
1057
Front Barnett Associates
Illinois
$928K -$7.22K -33 -0.7%
CLOS
1058
Compagnie Lombard Odier SCmA
Switzerland
$926K +$1.06M +4,832 New
WP
1059
WealthPLAN Partners
Nebraska
$925K +$81.8K +374 +8%
CHA
1060
Carmichael Hill & Associates
Maryland
$923K
CA
1061
Cornerstone Advisory
Maryland
$923K +$63.7K +291 +6%
RIM
1062
RW Investment Management
Idaho
$919K +$3.94K +18 +0.4%
JWM
1063
Jeppson Wealth Management
California
$918K -$3.06K -14 -0.3%
MF
1064
Magnetar Financial
Illinois
$917K +$1.05M +4,783 New
CT
1065
Chicago Trust
Illinois
$914K +$114K +521 +12%
GG
1066
Greenwood Gearhart
Arkansas
$912K -$4.59K -21 -0.4%
PGWM
1067
Parisi Gray Wealth Management
New Jersey
$911K +$50.8K +232 +5%
NAMP
1068
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$907K +$21.9K +100 +2%
MFWP
1069
Mosaic Family Wealth Partners
Missouri
$905K
MWC
1070
MBM Wealth Consultants
Missouri
$899K +$76.6K +350 +8%
I
1071
InceptionR
California
$895K +$1.02M +4,671 New
BA
1072
Bristlecone Advisors
Washington
$895K +$41.8K +191 +4%
WIM
1073
WealthPlan Investment Management
Nebraska
$895K +$315K +1,440 +45%
GCM
1074
Gables Capital Management
Florida
$895K +$37.2K +170 +4%
WPC
1075
Wedmont Private Capital
Pennsylvania
$894K +$28.9K +132 +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.