We are live on ! Find out more

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
PCS
1301
Personal CFO Solutions
New Jersey
$619K +$30.1K +145 +5%
KFA
1302
Kapstone Financial Advisors
Ohio
$619K +$19.5K +94 +4%
CWM
1303
Congress Wealth Management
Massachusetts
$618K +$2.08K +10 +0.3%
OSNBOA
1304
Old Second National Bank of Aurora
Illinois
$615K +$2.49K +12 +0.4%
HKIM
1305
Hayek Kallen Investment Management
Alabama
$614K
Jones Financial Companies
1306
Jones Financial Companies
Missouri
$613K +$137K +658 +29%
GSEP
1307
Golden State Equity Partners
California
$613K +$402K +1,935 +200%
CWG
1308
Crown Wealth Group
North Carolina
$612K -$73.3K -353 -11%
PAI
1309
Pittenger & Anderson Inc
Nebraska
$611K
RMDI
1310
R.M. Davis Inc
Maine
$610K +$200K +965 +50%
FNT
1311
First Nebraska Trust
Nebraska
$609K
AHC
1312
Adell Harriman & Carpenter
Texas
$608K -$175K -841 -23%
JLBC
1313
J.L. Bainbridge & Co
Florida
$607K
ESB
1314
Essex Savings Bank
Connecticut
$605K +$5.82K +28 +1%
NRWA
1315
North Ridge Wealth Advisors
Oregon
$604K
PMFA
1316
Plante Moran Financial Advisors
Michigan
$602K +$47.2K +227 +9%
NFC
1317
Northeast Financial Consultants
Connecticut
$601K +$1.66K +8 +0.3%
HPC
1318
HM Payson & Co
Maine
$599K +$26K +125 +5%
SIC
1319
SJS Investment Consulting
Ohio
$598K -$208 -1 -0%
FMLI
1320
Fukoku Mutual Life Insurance
Japan
$598K -$67.7K -326 -10%
FBB
1321
Fulton Breakefield Broenniman
Maryland
$598K -$262K -1,261 -31%
PVH
1322
Psagot Value Holdings
Israel
$598K -$1.48M -7,112 -72%
CFMC
1323
Curbstone Financial Management Corp
New Hampshire
$597K
SRC
1324
Sage Rhino Capital
California
$597K -$44.2K -213 -7%
EFSCE
1325
Enterprise Financial Services Corp (EFSC)
Missouri
$591K +$3.12K +15 +0.5%

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.