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2,190 hedge funds and large institutions have $77.4B invested in Boeing in 2023 Q1 according to their latest regulatory filings, with 220 funds opening new positions, 748 increasing their positions, 868 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 116

13% more capital invested

Capital invested by funds: $68.3B → $77.4B (+$9.05B)

3% more funds holding

Funds holding: 2,1322,190 (+58)

1.81% more ownership

Funds ownership: 59.12%60.93% (+1.8%)

2% more funds holding in top 10

Funds holding in top 10: 6566 (+1)

14% less repeat investments, than reductions

Existing positions increased: 748 | Existing positions reduced: 868

23% less call options, than puts

Call options by funds: $4.87B | Put options by funds: $6.33B

Holders
2,190
Holders Change
+58
Holders Change %
+2.72%
% of All Funds
34.9%
Holding in Top 10
66
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.54%
% of All Funds
1.05%
New
220
Increased
748
Reduced
868
Closed
116
Calls
$4.87B
Puts
$6.33B
Net Calls
-$1.46B
Net Calls Change
-$794M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$55.6M +$6.25M +30,066 +13%
ProShare Advisors
102
ProShare Advisors
Maryland
$54.6M +$3.83M +18,449 +8%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$52.9M -$5.97M -28,739 -10%
SCA
104
STALEY CAPITAL ADVISERS
Pennsylvania
$52.4M +$267K +1,283 +0.5%
Treasurer of the State of North Carolina
105
Treasurer of the State of North Carolina
North Carolina
$51.5M +$910K +4,380 +2%
BHC
106
Bowen Hanes & Co
Florida
$51.1M -$1.5M -7,200 -3%
Canada Life
107
Canada Life
Manitoba, Canada
$50.4M -$2.01M -9,676 -4%
BSA
108
Braun Stacey Associates
New York
$50.3M +$24.6M +118,631 +100%
SMDAM
109
Sumitomo Mitsui DS Asset Management
Japan
$49.4M +$5.79M +27,888 +14%
SO
110
STRS Ohio
Ohio
$49M +$477K +2,294 +1%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$48.8M -$1.16M -5,561 -2%
PAMS
112
Pictet Asset Management (Switzerland)
Switzerland
$47.3M -$1.13M -5,430 -2%
ECM
113
ExodusPoint Capital Management
New York
$46.1M +$30.2M +145,397 +203%
Boston Partners
114
Boston Partners
Massachusetts
$45M -$24.4M -117,382 -36%
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$42.9M -$8.36M -40,245 -17%
MCM
116
Marsico Capital Management
Colorado
$42.5M +$41.6M +199,990 New
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$42.1M +$1.64M +7,916 +4%
Royal London Asset Management
118
Royal London Asset Management
United Kingdom
$41.2M +$508K +2,446 +1%
Nomura Asset Management
119
Nomura Asset Management
Japan
$41.1M +$2.26M +10,855 +6%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$40.6M -$3.74M -18,001 -9%
Victory Capital Management
121
Victory Capital Management
Texas
$40.4M -$739K -3,556 -2%
USGIU
122
U.S. Global Investors (USGI)
Texas
$40M -$10.9M -52,372 -22%
Mackenzie Financial
123
Mackenzie Financial
Ontario, Canada
$39.1M -$262K -1,261 -0.7%
CAM
124
Cacti Asset Management
Georgia
$38.5M +$764K +3,675 +2%
CC
125
Cannell & Co
New York
$38.3M +$37.4M +180,078 New

BA Hedge Fund Activity: Q1 2023 in Review

2,190 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2023, worth a combined $77.4B — up 13% from $68.3B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new BA positions and 116 closed out — a net gain of 104 holders — while 748 added to existing stakes and 868 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $825M. The largest seller was Newport Trust Company, cutting an estimated $755M.

  • 2,190 institutional investors held Boeing (BA) as of Q1 2023, up from 2,132 in Q4 2022.
  • Funds reported $77.4B of Boeing stock for Q1 2023, up 13% quarter-over-quarter.
  • 220 funds opened new Boeing positions in Q1 2023 and 116 closed out, a net change of +104 holders.
  • The largest Boeing buyer in Q1 2023 was Fisher Asset Management, an estimated $825M added.
  • The largest Boeing seller in Q1 2023 was Newport Trust Company, an estimated $755M sold.

Based on aggregated 13F filings for Q1 2023.