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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
WIS
1251
Wright Investors Service
Connecticut
$646K -$1.25M -5,701 -63%
DEM
1252
Disciplined Equity Management
Florida
$646K
WP
1253
WealthSource Partners
California
$644K -$65K -297 -8%
SOAMC
1254
Spirit of America Management Corp
New York
$643K
CWP
1255
Cyndeo Wealth Partners
Florida
$643K -$103K -472 -12%
GFPC
1256
Global Financial Private Client
Florida
$643K -$1.97K -9 -0.3%
CG
1257
Clarus Group
Texas
$643K +$24.1K +110 +3%
AAM
1258
Alphadyne Asset Management
New York
$642K +$732K +3,347 New
OHIS
1259
Oak Harvest Investment Services
Texas
$641K +$290K +1,327 +66%
BAMF
1260
BI Asset Management Fondsmaeglerselskab
Denmark
$641K +$732K +3,345 New
LAM
1261
LifePro Asset Management
California
$641K +$21.4K +98 +3%
PFWA
1262
Paces Ferry Wealth Advisors
Georgia
$638K -$39.2K -179 -5%
DA
1263
Doliver Advisors
Texas
$637K -$12.7K -58 -2%
NW
1264
Naviter Wealth
Arkansas
$637K +$38.7K +177 +6%
MYLI
1265
Meiji Yasuda Life Insurance
Japan
$634K
CCM
1266
Conway Capital Management
California
$633K
SIM
1267
Sentry Investment Management
Wisconsin
$632K -$137K -628 -16%
T
1268
TRUADVICE
Florida
$631K +$3.72K +17 +0.5%
AAM
1269
Aureus Asset Management
Massachusetts
$629K
WBC
1270
Westpac Banking Corp
Australia
$629K +$495K +2,261 +221%
AIA
1271
Allied Investment Advisors
Montana
$629K -$53.4K -244 -7%
AIA
1272
Armor Investment Advisors
North Carolina
$628K +$30.6K +140 +4%
RCA
1273
Resonant Capital Advisors
Wisconsin
$627K +$5.03K +23 +0.7%
KMWM
1274
Keudell/Morrison Wealth Management
Oregon
$627K -$13.6K -62 -2%
BBNB
1275
Baker Boyer National Bank
Washington
$625K

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.