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
NAG
1326
Northstar Advisory Group
New Jersey
$580K +$662K +3,025 New
MP
1327
McDonald Partners
Ohio
$579K -$11.4K -52 -2%
HWP
1328
Highline Wealth Partners
California
$578K
ACM
1329
Allred Capital Management
Texas
$576K -$62.6K -286 -9%
AI
1330
AXS Investments
New York
$575K -$791K -3,617 -55%
WA
1331
WealthTrust Axiom
Pennsylvania
$574K -$131K -600 -17%
GAA
1332
Global Assets Advisory
Florida
$571K -$81.4K -372 -11%
BHBT
1333
Burke & Herbert Bank & Trust
Virginia
$567K -$202K -922 -24%
PFBT
1334
Parkside Financial Bank & Trust
Missouri
$566K -$1.75K -8 -0.3%
CCG
1335
Chatham Capital Group
Georgia
$566K +$1.09K +5 +0.2%
GIP
1336
Greatmark Investment Partners
Georgia
$566K
FLPIM
1337
F.L. Putnam Investment Management
Massachusetts
$565K -$207K -946 -24%
MYIA
1338
Mount Yale Investment Advisors
Colorado
$564K +$644K +2,945 New
FG
1339
Foster Group
Iowa
$563K
NCM
1340
Novare Capital Management
North Carolina
$562K -$46.8K -214 -7%
Jones Financial Companies
1341
Jones Financial Companies
Missouri
$561K +$5.47K +25 +0.9%
PCA
1342
Prosperity Capital Advisors
Ohio
$560K -$67.4K -308 -10%
OWM
1343
OneAscent Wealth Management
Alabama
$560K +$640K +2,923 New
BCA
1344
Bay Colony Advisors
Massachusetts
$559K +$45.3K +207 +8%
SAM
1345
SignalPoint Asset Management
Missouri
$558K -$25.6K -117 -4%
OSNBOA
1346
Old Second National Bank of Aurora
Illinois
$558K
HKIM
1347
Hayek Kallen Investment Management
Alabama
$558K
TFA
1348
Toth Financial Advisory
Virginia
$558K -$16K -73 -2%
CWG
1349
Crown Wealth Group
North Carolina
$558K +$2.41K +11 +0.4%
CAG
1350
Crestwood Advisors Group
Massachusetts
$556K +$363K +1,660 +134%

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.