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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
PIA
1251
Perennial Investment Advisors
California
$683K -$21.2K -102 -3%
AF
1252
Apexium Financial
Texas
$683K -$14.1K -68 -2%
PCA
1253
Prosperity Capital Advisors
Ohio
$682K
WIM
1254
WealthPlan Investment Management
Nebraska
$681K -$268K -1,291 -29%
CCB
1255
Country Club Bank
Missouri
$681K +$106K +510 +19%
CD
1256
Chapin Davis
Maryland
$677K +$6.23K +30 +0.9%
BHPW
1257
Beverly Hills Private Wealth
California
$674K +$62.7K +302 +12%
GIM
1258
Goelzer Investment Management
Indiana
$673K -$28K -135 -4%
HNWAG
1259
High Net Worth Advisory Group
Florida
$672K +$18.1K +87 +3%
MAG
1260
Members Advisory Group
New York
$667K -$1.87K -9 -0.3%
CRC
1261
Curi RMB Capital
Illinois
$666K -$89.1K -429 -12%
MCM
1262
Mengis Capital Management
Oregon
$666K
NCM
1263
Novare Capital Management
North Carolina
$665K +$44.5K +214 +7%
NW
1264
Naviter Wealth
Arkansas
$664K +$48.2K +232 +8%
BW
1265
Bison Wealth
Georgia
$663K +$166K +801 +34%
CFAM
1266
Coury Firm Asset Management
Pennsylvania
$662K +$442K +2,130 +212%
ACM
1267
Advisors Capital Management
New Jersey
$662K +$80.2K +386 +14%
AIA
1268
Armor Investment Advisors
North Carolina
$662K -$82.5K -397 -11%
SWA
1269
SFMG Wealth Advisors
Texas
$661K -$58.4K -281 -8%
HTC
1270
Haverford Trust Company
Pennsylvania
$661K -$57.7K -278 -8%
VWA
1271
V Wealth Advisors
Kansas
$660K -$108K -518 -14%
PSB
1272
Piscataqua Savings Bank
New Hampshire
$659K -$1.66K -8 -0.3%
UL
1273
Unionview LLC
Washington
$655K -$51.7K -249 -7%
DCM
1274
Driehaus Capital Management
Illinois
$655K +$645K +3,103 New
DSC
1275
Duncker Streett & Co
Missouri
$654K -$8.1K -39 -1%

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.