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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
Members Trust
1276
Members Trust
Florida
$625K -$10.9K -50 -2%
WP
1277
Westmount Partners
California
$625K +$58.4K +267 +9%
VC
1278
Vestor Capital
Illinois
$624K -$123K -564 -15%
SAG
1279
SageView Advisory Group
California
$623K -$24.9K -114 -3%
FNT
1280
First Nebraska Trust
Nebraska
$622K +$78.8K +360 +12%
PIA
1281
Perennial Investment Advisors
California
$621K +$219 +1 +0%
PCS
1282
Personal CFO Solutions
New Jersey
$620K +$66.3K +303 +10%
UBG
1283
United Bank (Georgia)
Georgia
$618K -$25.8K -118 -4%
CD
1284
Chapin Davis
Maryland
$618K +$3.28K +15 +0.5%
UL
1285
Unionview LLC
Washington
$617K +$25.2K +115 +4%
PR
1286
Payden & Rygel
California
$613K +$700K +3,200 New
PRIG
1287
Payden & Rygel Investment Group
California
$613K +$700K +3,200 New
SR
1288
Syntax Research
Florida
$612K +$698K +3,192 New
CWM
1289
Congress Wealth Management
Massachusetts
$611K +$57.8K +264 +9%
FFA
1290
Farther Finance Advisors
California
$611K +$256K +1,171 +58%
AF
1291
Apexium Financial
Texas
$610K -$10.9K -50 -2%
HNWAG
1292
High Net Worth Advisory Group
Florida
$610K
WF
1293
Welch & Forbes
Massachusetts
$607K +$112K +512 +19%
WAM
1294
WNY Asset Management
New York
$606K +$112K +513 +19%
MAG
1295
Members Advisory Group
New York
$606K
MPWT
1296
MassMutual Private Wealth & Trust
Connecticut
$605K +$102K +467 +17%
GIM
1297
Goelzer Investment Management
Indiana
$604K -$7.66K -35 -1%
PP
1298
Paloma Partners
Connecticut
$602K +$687K +3,142 New
CRC
1299
Curi RMB Capital
Illinois
$601K -$4.81K -22 -0.7%
Koshinski Asset Management
1300
Koshinski Asset Management
Illinois
$601K -$56K -256 -8%

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.