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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
TVAMP
1351
Tennessee Valley Asset Management Partners
Tennessee
$285K -$32.8K -214 -8%
PIM
1352
Penobscot Investment Management
Massachusetts
$285K -$10.7K -70 -3%
CST
1353
Charles Schwab Trust
Nevada
$285K +$76.7K +500 +27%
BWA
1354
Bordeaux Wealth Advisors
California
$283K -$19.2K -125 -5%
EE
1355
EWG Elevate
California
$283K -$9.2K -60 -3%
PWA
1356
Providence Wealth Advisors
Illinois
$283K
WIM
1357
Westside Investment Management
California
$283K +$107K +700 +8%
WP
1358
WMS Partners
Maryland
$282K -$41.3K -269 -10%
AA
1359
Aire Advisors
California
$281K -$88.7K -578 -20%
TWM
1360
TriaGen Wealth Management
California
$281K -$11.3K -74 -3%
JWA
1361
JFS Wealth Advisors
Pennsylvania
$281K -$1.23K -8 -0.3%
JAG
1362
Journey Advisory Group
Kentucky
$280K -$117K -760 -25%
JCM
1363
Janney Capital Management
Pennsylvania
$280K +$354K +2,309 New
CAAM
1364
Cornerstone Advisors Asset Management
Pennsylvania
$279K
PA
1365
PSI Advisors
Florida
$279K -$37.6K -245 -10%
Jones Financial Companies
1366
Jones Financial Companies
Missouri
$279K +$148K +964 +72%
BF
1367
Blankinship & Foster
California
$278K
PWM
1368
PBMares Wealth Management
Virginia
$278K
CFA
1369
CWS Financial Advisors
Michigan
$278K +$8.74K +57 +3%
CC
1370
Corsicana & Co
Texas
$277K -$3.83K -25 -1%
WC
1371
Woodstock Corp
Massachusetts
$276K -$7.67K -50 -2%
HFW
1372
Horizon Family Wealth
Illinois
$276K
PFP
1373
Paragon Financial Partners
California
$276K
HL
1374
HeadInvest LLC
Maine
$275K
GCIA
1375
Gabelli & Co Investment Advisers
New York
$275K +$349K +2,275 New

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.