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2,228 hedge funds and large institutions have $77.9B invested in Boeing in 2023 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 801 increasing their positions, 864 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 107

2% more funds holding

Funds holding: 2,1912,228 (+37)

1% more capital invested

Capital invested by funds: $77.4B → $77.9B (+$525M)

0.48% more ownership

Funds ownership: 60.93%61.41% (+0.48%)

7% less repeat investments, than reductions

Existing positions increased: 801 | Existing positions reduced: 864

20% less funds holding in top 10

Funds holding in top 10: 6653 (-13)

23% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $6.12B

Holders
2,228
Holders Change
+37
Holders Change %
+1.69%
% of All Funds
34.98%
Holding in Top 10
53
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.7%
% of All Funds
0.83%
New
162
Increased
801
Reduced
864
Closed
107
Calls
$4.73B
Puts
$6.12B
Net Calls
-$1.39B
Net Calls Change
+$72.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DEM
1226
Disciplined Equity Management
Florida
$712K -$8.31K -40 -1%
PPP
1227
Private Portfolio Partners
New Jersey
$711K +$6.23K +30 +0.9%
FFP
1228
FourThought Financial Partners
Florida
$711K +$831 +4 +0.1%
SAG
1229
SageView Advisory Group
California
$710K +$237K +1,139 +51%
SOAMC
1230
Spirit of America Management Corp
New York
$708K
GAA
1231
Global Assets Advisory
Florida
$708K
JFG
1232
Jefferies Financial Group
New York
$706K -$2.8M -13,485 -80%
UBG
1233
United Bank (Georgia)
Georgia
$706K -$130K -624 -16%
PFGIA
1234
Patriot Financial Group Insurance Agency
Massachusetts
$705K +$94.3K +454 +16%
RP
1235
Rowlandmiller & Partners
Georgia
$704K +$30.3K +146 +5%
KMWM
1236
Keudell/Morrison Wealth Management
Oregon
$704K
Members Trust
1237
Members Trust
Florida
$703K +$692K +3,331 New
MYLI
1238
Meiji Yasuda Life Insurance
Japan
$698K -$16.8K -81 -2%
CCM
1239
Conway Capital Management
California
$697K -$156K -750 -19%
ACM
1240
Allred Capital Management
Texas
$695K -$17.4K -84 -2%
IWP
1241
Icon Wealth Partners
Texas
$695K +$41.1K +198 +6%
AAM
1242
Aureus Asset Management
Massachusetts
$693K
KFA
1243
Kelleher Financial Advisors
New York
$691K +$208 +1 +0%
SWS
1244
SYSTM Wealth Solutions
Illinois
$690K +$51.9K +250 +8%
BBNB
1245
Baker Boyer National Bank
Washington
$688K -$60.9K -293 -8%
MWM
1246
Moran Wealth Management
Florida
$688K +$473K +2,279 +233%
VA
1247
Valmark Advisers
Ohio
$687K +$46.3K +223 +7%
RCA
1248
Resonant Capital Advisors
Wisconsin
$686K +$4.57K +22 +0.7%
LAM
1249
LifePro Asset Management
California
$685K +$37.2K +179 +6%
CG
1250
Clarus Group
Texas
$685K

BA Hedge Fund Activity: Q2 2023 in Review

2,228 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q2 2023, worth a combined $77.9B — up 0.68% from $77.4B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new BA positions and 107 closed out — a net gain of 55 holders — while 801 added to existing stakes and 864 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $236M. The largest seller was Newport Trust Company, cutting an estimated $1.26B.

  • 2,228 institutional investors held Boeing (BA) as of Q2 2023, up from 2,191 in Q1 2023.
  • Funds reported $77.9B of Boeing stock for Q2 2023, up 0.68% quarter-over-quarter.
  • 162 funds opened new Boeing positions in Q2 2023 and 107 closed out, a net change of +55 holders.
  • The largest Boeing buyer in Q2 2023 was Susquehanna International Group, an estimated $236M added.
  • The largest Boeing seller in Q2 2023 was Newport Trust Company, an estimated $1.26B sold.

Based on aggregated 13F filings for Q2 2023.