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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
CTA
1276
Colonial Trust Advisors
South Carolina
$328K +$4.75K +31 +1%
HPC
1277
HM Payson & Co
Maine
$327K -$307 -2 -0.1%
DAM
1278
Deltec Asset Management
New York
$327K
AF
1279
Apexium Financial
Texas
$327K +$29.9K +195 +8%
IA
1280
Insight Advisors
Pennsylvania
$326K -$184K -1,197 -31%
TFF
1281
The Family Firm
Maryland
$325K
BCMLT
1282
Beacon Capital Management LLC (Tennessee)
Tennessee
$324K +$21.6K +141 +6%
CAG
1283
Csenge Advisory Group
Florida
$323K -$10.9K -71 -3%
TNBTD
1284
Trustmark National Bank Trust Department
Mississippi
$322K -$95.1K -620 -19%
CA
1285
Crane Advisory
California
$322K +$376K +2,451 New
DWM
1286
Dorchester Wealth Management
Quebec, Canada
$320K -$24.5K -160 -6%
JMFC
1287
J.M. Forbes & Co
Massachusetts
$320K -$1.53K -10 -0.4%
Members Trust
1288
Members Trust
Florida
$319K -$19.2K -125 -5%
OC
1289
Oakworth Capital
Alabama
$319K
EP
1290
Elkhorn Partners
Nebraska
$318K +$27.6K +180 +7%
CICI
1291
Capital Investment Counsel Inc
North Carolina
$317K -$23K -150 -5%
NERM
1292
New England Research & Management
Illinois
$316K
WDG
1293
Wealth Dimensions Group
Ohio
$316K
AFG
1294
Allegheny Financial Group
Pennsylvania
$316K +$137K +894 +52%
SWMG
1295
Sanchez Wealth Management Group
Florida
$315K
MCM
1296
Maryland Capital Management
Maryland
$315K +$27.1K +177 +7%
EFG
1297
Everhart Financial Group
Ohio
$315K +$39.7K +259 +11%
TCOO
1298
Trust Company of Oklahoma
Oklahoma
$315K -$30.5K -199 -7%
AWG
1299
Altus Wealth Group
Colorado
$313K
DAL
1300
Delta Accumulation LLC
California
$312K +$199K +1,300 +102%

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.