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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
HNWAG
1151
High Net Worth Advisory Group
Florida
$415K +$11.5K +75 +2%
ACM
1152
Allred Capital Management
Texas
$414K
CWG
1153
Crown Wealth Group
North Carolina
$413K +$6.75K +44 +1%
CM
1154
Castleark Management
Illinois
$412K
SWA
1155
SFMG Wealth Advisors
Texas
$412K
DFA
1156
Delta Financial Advisors
Louisiana
$412K +$5.21K +34 +1%
UL
1157
Unionview LLC
Washington
$412K +$6.44K +42 +1%
QCG
1158
Quadrant Capital Group
Ohio
$412K +$56K +365 +12%
CA
1159
Clearstead Advisors
Ohio
$411K -$69K -450 -12%
EI
1160
Ethic Inc
New York
$411K +$71.6K +467 +16%
BBNB
1161
Baker Boyer National Bank
Washington
$410K -$307 -2 -0.1%
VWM
1162
Venturi Wealth Management
Texas
$410K +$98.5K +642 +23%
SOAMC
1163
Spirit of America Management Corp
New York
$406K
SBH
1164
Segall Bryant & Hamill
Illinois
$406K +$91.6K +597 +22%
Lazard Asset Management
1165
Lazard Asset Management
New York
$405K +$269K +1,756 +110%
PAI
1166
Pittenger & Anderson Inc
Nebraska
$403K -$76.7K -500 -13%
SIA
1167
Schechter Investment Advisors
Michigan
$402K +$233K +1,519 +84%
TSWM
1168
Triangle Securities Wealth Management
North Carolina
$401K -$38.3K -250 -7%
GIM
1169
Goelzer Investment Management
Indiana
$401K +$32.2K +210 +7%
BPM
1170
Bowling Portfolio Management
Ohio
$400K -$66.3K -432 -12%
CG
1171
Clarus Group
Texas
$399K -$18.4K -120 -4%
NB
1172
Nicolet Bankshares
Wisconsin
$399K -$2.45K -16 -0.5%
MYLI
1173
Meiji Yasuda Life Insurance
Japan
$399K +$46.9K +306 +10%
CCM
1174
Crabel Capital Management
California
$399K +$505K +3,292 New
TCM
1175
Tufton Capital Management
Maryland
$398K +$15.3K +100 +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.