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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
PFPT
1151
Pinnacle Financial Partners (Tennessee)
Tennessee
$775K +$31.3K +143 +4%
GSB
1152
Greenfield Savings Bank
Massachusetts
$774K -$4.38K -20 -0.5%
BC
1153
Barrett & Company
Rhode Island
$774K -$12.3K -56 -1%
CA
1154
Cullinan Associates
Kentucky
$772K -$131K -600 -13%
WA
1155
WBH Advisory
Maryland
$770K -$71.8K -328 -8%
NHC
1156
Nicholas Hoffman & Company
Georgia
$769K
SACTSONJ
1157
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$767K
AWM
1158
Avaii Wealth Management
Wisconsin
$766K +$83.1K +380 +11%
CAP
1159
Columbia Advisory Partners
Washington
$765K +$7K +32 +0.8%
MG
1160
Mather Group
Illinois
$764K +$75.9K +347 +10%
ERWM
1161
Elk River Wealth Management
Colorado
$763K
SN
1162
Sittner & Nelson
Oregon
$760K -$65.6K -300 -7%
SDWIA
1163
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$760K +$7.66K +35 +0.9%
SCI
1164
Stableford Capital II
Arizona
$758K +$75.7K +346 +9%
SFFS
1165
Stonehage Fleming Financial Services
Jersey
$758K
EE
1166
EWG Elevate
California
$756K +$284K +1,299 +49%
CQS
1167
Credential Qtrade Securities
$755K +$853K +3,900 +9,750%
MCM
1168
Manchester Capital Management
Vermont
$753K -$438 -2 -0.1%
DWA
1169
Douglass Winthrop Advisors
New York
$752K -$435K -1,989 -34%
CA
1170
CoreCap Advisors
Michigan
$752K -$1.03M -4,686 -54%
AIM
1171
Acropolis Investment Management
Missouri
$751K +$4.16K +19 +0.5%
EFG
1172
Everhart Financial Group
Ohio
$751K -$184K -842 -18%
QCG
1173
Quadrant Capital Group
Ohio
$750K -$22.8K -104 -3%
BWM
1174
BigSur Wealth Management
Florida
$750K -$6.56K -30 -0.8%
GL
1175
Graypoint LLC
New York
$748K -$15.1K -69 -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.