We are live on ! Find out more

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
SIG
1301
Sky Investment Group
Connecticut
$599K -$89.7K -410 -12%
BW
1302
Bison Wealth
Georgia
$599K -$3.72K -17 -0.5%
EWM
1303
Elite Wealth Management
Washington
$596K -$143K -652 -17%
CCM
1304
Crabel Capital Management
California
$595K +$679K +3,103 New
DCM
1305
Driehaus Capital Management
Illinois
$595K
PSB
1306
Piscataqua Savings Bank
New Hampshire
$591K -$8.31K -38 -1%
DSC
1307
Duncker Streett & Co
Missouri
$590K -$3.72K -17 -0.5%
SWS
1308
SYSTM Wealth Solutions
Illinois
$590K -$41.8K -191 -6%
CHAM
1309
Clear Harbor Asset Management
Connecticut
$590K
FPCP
1310
Fort Point Capital Partners
California
$588K +$69.4K +317 +12%
PBK
1311
Peoples Bank (Kansas)
Kansas
$588K +$672K +3,070 New
LWMG
1312
Levy Wealth Management Group
Pennsylvania
$588K
VanEck Associates
1313
VanEck Associates
New York
$588K -$1.2M -5,463 -64%
PD
1314
Planning Directions
Pennsylvania
$588K -$219K -1,000 -25%
SHFA
1315
SS&H Financial Advisors
Michigan
$588K +$672K +3,070 New
JAG
1316
Journey Advisory Group
Kentucky
$587K
EP
1317
Edgestream Partners
New Jersey
$585K +$398K +1,820 +148%
MAG
1318
MRA Advisory Group
New Jersey
$585K -$438 -2 -0.1%
WAG
1319
Windsor Advisory Group
Ohio
$583K
KAS
1320
KPP Advisory Services
Kentucky
$582K +$665K +3,038 New
TCOO
1321
Trust Company of Oklahoma
Oklahoma
$582K +$10.9K +50 +2%
TWM
1322
Triton Wealth Management
Arizona
$581K -$42.2K -193 -6%
SB
1323
Strategic Blueprint
Georgia
$581K +$130K +595 +24%
MA
1324
MKT Advisors
California
$581K +$2.84K +13 +0.4%
KCM
1325
Kornitzer Capital Management
Kansas
$580K

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.