We are live on ! Find out more

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
VBCG
1226
Valley Brook Capital Group
Pennsylvania
$678K
OWP
1227
Obermeyer Wealth Partners
Colorado
$677K +$438 +2 +0.1%
WFA
1228
WMG Financial Advisors
Tennessee
$677K -$10.9K -50 -1%
IIC
1229
Integrated Investment Consultants
Michigan
$674K -$26.9K -123 -3%
CCG
1230
Cypress Capital Group
Florida
$674K
YAVAPFMC
1231
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$672K +$766K +3,500 New
PK
1232
Pflug Koory
Nebraska
$671K
CCA
1233
Childress Capital Advisors
Texas
$669K +$764K +3,490 New
UAS
1234
United Asset Strategies
New York
$668K -$10.9K -50 -1%
CB
1235
Cadence Bank
Mississippi
$668K +$16.2K +74 +2%
VA
1236
Valmark Advisers
Ohio
$665K +$47.5K +217 +7%
IVP
1237
Intrinsic Value Partners
Arizona
$664K -$10.9K -50 -1%
MWM
1238
Moran Wealth Management
Florida
$663K +$44.4K +203 +6%
DP
1239
DDD Partners
Washington
$661K -$10.9K -50 -1%
SMH
1240
Sanders Morris Harris
Texas
$659K
FBC
1241
Fairfield, Bush & Co
Connecticut
$659K -$903K -4,125 -55%
BTW
1242
Boston Trust Walden
Massachusetts
$657K -$10.9K -50 -1%
PFGIA
1243
Patriot Financial Group Insurance Agency
Massachusetts
$652K +$13.8K +63 +2%
GSIAS
1244
Garden State Investment Advisory Services
New Jersey
$652K -$113K -516 -13%
FFP
1245
FourThought Financial Partners
Florida
$651K +$6.34K +29 +0.9%
CFS
1246
CRA Financial Services
New Jersey
$650K -$24.1K -110 -3%
JIC
1247
Joel Isaacson & Co
New York
$650K
QT
1248
Quantamental Technologies
New York
$648K +$367K +1,677 +98%
PI
1249
PFG Investments
New York
$647K -$54.3K -248 -7%
NIC
1250
Northwest Investment Counselors
Oregon
$647K +$1.09K +5 +0.1%

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.