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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
MA
1201
MONECO Advisors
Connecticut
$709K +$19.7K +90 +2%
PAS
1202
Professional Advisory Services
Florida
$709K
FFA
1203
Founders Financial Alliance
North Carolina
$707K -$26.5K -121 -3%
ILI
1204
Invesco LLC (Illinois)
Illinois
$705K -$17.1K -78 -2%
CCWM
1205
Cassaday & Co Wealth Management
Virginia
$704K -$30.9K -141 -4%
AA
1206
Altrafin AG
$703K +$803K +3,670 New
HPC
1207
HM Payson & Co
Maine
$701K +$179K +817 +29%
WC
1208
Weil Company
California
$700K -$27.8K -127 -3%
RP
1209
Rowlandmiller & Partners
Georgia
$699K +$67.6K +309 +9%
AIM
1210
Athena Investment Management
California
$698K
SRSA
1211
S.R. Schill & Associates
Washington
$696K -$432K -1,973 -35%
OQS
1212
Occudo Quantitative Strategies
Florida
$696K -$1.09M -4,995 -58%
FAG
1213
Financial Advisory Group
Texas
$694K -$25.2K -115 -3%
NAM
1214
NTV Asset Management
West Virginia
$694K +$39.4K +180 +5%
IP
1215
Investment Partners
Ohio
$692K -$61.7K -282 -7%
AC
1216
Abbrea Capital
California
$690K +$15.3K +70 +2%
MFG
1217
Mainsail Financial Group
Washington
$690K +$315K +1,442 +65%
MFA
1218
Mayflower Financial Advisors
Massachusetts
$689K -$15.3K -70 -2%
GBWM
1219
Granite Bay Wealth Management
New Hampshire
$689K +$689K +3,150 New
BCM
1220
Bourgeon Capital Management
Connecticut
$687K +$219K +1,000 +39%
DP
1221
Dearborn Partners
Illinois
$686K -$77.2K -353 -9%
OIM
1222
Orca Investment Management
Oregon
$686K +$35.9K +164 +5%
FNT
1223
First National Trust
Pennsylvania
$683K -$1.75K -8 -0.2%
JCM
1224
Janney Capital Management
Pennsylvania
$682K
DDPIC
1225
Deroy & Devereaux Private Investment Counsel
Michigan
$680K -$268K -1,227 -26%

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.