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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
BFM
1076
Boston Financial Management
Massachusetts
$893K -$8.31K -38 -0.8%
FWP
1077
FAS Wealth Partners
Kansas
$892K +$1.02M +4,656 New
FAM
1078
Family Asset Management
South Carolina
$887K -$2.84K -13 -0.3%
CNC
1079
Citizens & Northern Corp
Pennsylvania
$880K +$219 +1 +0%
NFG
1080
Nations Financial Group
Iowa
$878K +$16.6K +76 +2%
STA
1081
Summit Trail Advisors
New York
$877K -$39.4K -180 -4%
BEI
1082
Benjamin Edwards Inc
Missouri
$874K -$309K -1,412 -24%
PWP
1083
Private Wealth Partners
California
$868K
CFGS
1084
Concourse Financial Group Securities
Alabama
$866K -$61.3K -280 -6%
PA
1085
PFG Advisors
Arizona
$866K -$571K -2,611 -37%
PWAM
1086
Pinnacle West Asset Management
Wyoming
$866K +$21.9K +100 +2%
PAM
1087
Peak Asset Management
Colorado
$865K
MMPW
1088
Mitchell McLeod Pugh & Williams
Alabama
$865K
LFM
1089
Lumina Fund Management
New York
$863K
RMSCM
1090
R.M. Sincerbeaux Capital Management
New York
$863K
WPW
1091
Waldron Private Wealth
Pennsylvania
$862K -$1.97K -9 -0.2%
KA
1092
Kovack Advisors
Florida
$860K -$119K -544 -11%
DBIA
1093
Dumont & Blake Investment Advisors
New Jersey
$859K +$2.19K +10 +0.2%
SIG
1094
Stonegate Investment Group
Alabama
$859K
WAAG
1095
Wealth Alliance Advisory Group
Kansas
$856K +$164K +750 +20%
CC
1096
Chicago Capital
Illinois
$854K +$13.3K +61 +1%
BIAS
1097
Beacon Investment Advisory Services
New Jersey
$851K
KCM
1098
KRS Capital Management
Michigan
$850K -$70K -320 -7%
FAG
1099
Fortitude Advisory Group
Washington
$848K -$1.97K -9 -0.2%
RI
1100
Ridgewood Investments
New Jersey
$847K +$290K +1,324 +43%

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.