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2,228 hedge funds and large institutions have $77.9B invested in Boeing in 2023 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 801 increasing their positions, 864 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 107

2% more funds holding

Funds holding: 2,1912,228 (+37)

1% more capital invested

Capital invested by funds: $77.4B → $77.9B (+$525M)

0.48% more ownership

Funds ownership: 60.93%61.41% (+0.48%)

7% less repeat investments, than reductions

Existing positions increased: 801 | Existing positions reduced: 864

20% less funds holding in top 10

Funds holding in top 10: 6653 (-13)

23% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $6.12B

Holders
2,228
Holders Change
+37
Holders Change %
+1.69%
% of All Funds
34.98%
Holding in Top 10
53
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.7%
% of All Funds
0.83%
New
162
Increased
801
Reduced
864
Closed
107
Calls
$4.73B
Puts
$6.12B
Net Calls
-$1.39B
Net Calls Change
+$72.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1076
Bragg Financial Advisors
North Carolina
$923K +$62.3K +300 +7%
ISWM
1077
Independent Solutions Wealth Management
New York
$921K +$267K +1,285 +42%
PWG
1078
Portside Wealth Group
Utah
$921K +$906K +4,362 New
TFO
1079
Tarbox Family Office
California
$920K
TCOV
1080
Trust Company of Vermont
Vermont
$917K +$104K +500 +13%
PHIC
1081
Pine Haven Investment Counsel
Massachusetts
$917K
WA
1082
WBH Advisory
Maryland
$917K +$28K +135 +3%
SFO
1083
Stokes Family Office
Louisiana
$917K +$385K +1,852 +74%
CT
1084
Coastline Trust
Rhode Island
$916K +$40.7K +196 +5%
BL
1085
Balentine LLC
Georgia
$916K -$270K -1,301 -23%
NQWM
1086
Northwest Quadrant Wealth Management
Oregon
$915K -$57.1K -275 -6%
SIAG
1087
Safeguard Investment Advisory Group
California
$911K -$130K -628 -13%
SSWM
1088
Strait & Sound Wealth Management
California
$908K -$64.2K -309 -7%
DWP
1089
Daymark Wealth Partners
Ohio
$908K +$382K +1,837 +75%
RCM
1090
RNC Capital Management
California
$905K +$16.4K +79 +2%
CWP
1091
Capital Wealth Planning
Florida
$905K -$461K -2,219 -34%
AA
1092
Argent Advisors
Louisiana
$905K -$17.7K -85 -2%
FSC
1093
Full Sail Capital
Oklahoma
$904K +$83.1K +400 +10%
WSFS
1094
Wilmington Savings Fund Society
Delaware
$904K -$6.65K -32 -0.7%
KIA
1095
Kraematon Investment Advisors
Massachusetts
$903K -$10.4K -50 -1%
AAS
1096
Asset Allocation Strategies
Michigan
$903K +$888K +4,276 New
HFA
1097
High Falls Advisors
New York
$902K
MHIC
1098
Marble Harbor Investment Counsel
Massachusetts
$902K
SN
1099
Sittner & Nelson
Oregon
$901K +$4.15K +20 +0.5%
NSB
1100
Norway Savings Bank
Maine
$898K +$227K +1,095 +35%

BA Hedge Fund Activity: Q2 2023 in Review

2,228 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q2 2023, worth a combined $77.9B — up 0.68% from $77.4B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new BA positions and 107 closed out — a net gain of 55 holders — while 801 added to existing stakes and 864 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $236M. The largest seller was Newport Trust Company, cutting an estimated $1.26B.

  • 2,228 institutional investors held Boeing (BA) as of Q2 2023, up from 2,191 in Q1 2023.
  • Funds reported $77.9B of Boeing stock for Q2 2023, up 0.68% quarter-over-quarter.
  • 162 funds opened new Boeing positions in Q2 2023 and 107 closed out, a net change of +55 holders.
  • The largest Boeing buyer in Q2 2023 was Susquehanna International Group, an estimated $236M added.
  • The largest Boeing seller in Q2 2023 was Newport Trust Company, an estimated $1.26B sold.

Based on aggregated 13F filings for Q2 2023.