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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
WTA
1301
Washington Trust Advisors
Massachusetts
$311K -$31.4K -205 -7%
CA
1302
Claris Advisors
Missouri
$310K
CWA
1303
Capital Wealth Alliance
Arizona
$310K +$153 +1 +0%
SIC
1304
Shoker Investment Counsel
Ohio
$309K -$85.7K -559 -18%
MPWT
1305
MassMutual Private Wealth & Trust
Connecticut
$309K +$13.2K +86 +3%
RCM
1306
RB Capital Management
Nevada
$309K +$15.3K +100 +4%
Bank of Montreal
1307
Bank of Montreal
Ontario, Canada
$308K -$305M -1,989,203 -69%
MWA
1308
MFA Wealth Advisors
Pennsylvania
$308K -$733K -4,782 -65%
LGF
1309
LGT Group Foundation
Liechtenstein
$307K +$4.6K +30 +1%
ACA
1310
Aptus Capital Advisors
Alabama
$307K +$124K +810 +47%
CWM
1311
Connecticut Wealth Management
Connecticut
$306K -$52.6K -343 -12%
BLC
1312
Brown, Lisle/Cummings
Rhode Island
$305K +$7.67K +50 +2%
ISL
1313
Ingalls & Snyder LLC
New York
$305K -$15K -98 -4%
HR
1314
Howe & Rusling
New York
$305K
FPCP
1315
Fort Point Capital Partners
California
$304K -$53.8K -351 -12%
CIC
1316
Cornercap Investment Counsel
Georgia
$304K
WI
1317
Wedgewood Investors
Pennsylvania
$304K
PFPT
1318
Pinnacle Financial Partners (Tennessee)
Tennessee
$303K -$30.7K -200 -7%
SWA
1319
Sax Wealth Advisors
New Jersey
$303K -$30.1K -196 -7%
LF
1320
Lee Financial
Texas
$303K +$50K +326 +15%
HLOC
1321
H.L. Ormond & Company
North Carolina
$302K -$37.7K -246 -9%
ATC
1322
Adirondack Trust Company
New York
$302K
CNAM
1323
Campbell Newman Asset Management
Wisconsin
$301K -$4.75K -31 -1%
SRC
1324
Shufro Rose & Co
New York
$301K
ISWM
1325
Independent Solutions Wealth Management
New York
$300K +$1.53K +10 +0.4%

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.