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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
CA
1226
Carson Advisory
Georgia
$360K
CT
1227
Chicago Trust
Illinois
$360K
VC
1228
Vestor Capital
Illinois
$360K
FCCM
1229
First City Capital Management
Georgia
$360K +$47.9K +312 +12%
OIA
1230
Optimum Investment Advisors
Illinois
$358K +$2.3K +15 +0.5%
SHFA
1231
SS&H Financial Advisors
Michigan
$357K -$76.7K -500 -15%
ECG
1232
Edge Capital Group
Georgia
$357K -$30.5K -199 -6%
Acadian Asset Management
1233
Acadian Asset Management
Massachusetts
$357K -$21.6K -141 -5%
GIP
1234
Greatmark Investment Partners
Georgia
$357K
BRA
1235
Bender Robert & Associates
California
$356K
MCCP
1236
Mission Creek Capital Partners
California
$355K -$4.14K -27 -0.9%
CFD
1237
Creative Financial Designs
Indiana
$355K +$13.3K +87 +3%
SRC
1238
Sage Rhino Capital
California
$355K +$13.3K +87 +3%
B
1239
Bellecapital
Switzerland
$355K +$22.2K +145 +5%
DMBA
1240
Deseret Mutual Benefit Administrators
Utah
$353K -$99.5K -649 -18%
CCG
1241
Chatham Capital Group
Georgia
$353K +$7.67K +50 +2%
IFPG
1242
Intrepid Financial Planning Group
Indiana
$352K -$5.37K -35 -1%
PA
1243
Procyon Advisors
Connecticut
$352K -$3.53K -23 -0.8%
HKIM
1244
Hayek Kallen Investment Management
Alabama
$352K
SWA
1245
SOA Wealth Advisors
New York
$352K +$5.06K +33 +1%
CAN
1246
Claraphi Advisory Network
United States
$351K -$1.99M -12,985 -82%
DS
1247
DRW Securities
Illinois
$351K +$123K +802 +38%
JLBC
1248
J.L. Bainbridge & Co
Florida
$350K -$920 -6 -0.2%
MWM
1249
Mattern Wealth Management
Kansas
$349K +$442K +2,882 New
PMFA
1250
Plante Moran Financial Advisors
Michigan
$348K -$137K -892 -24%

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.