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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
WP
1351
WealthSpring Partners
California
$566K +$124K +596 +29%
RFN
1352
RDA Financial Network
Iowa
$566K +$6.65K +32 +1%
SG
1353
StoneX Group
New York
$565K -$33K -159 -6%
WA
1354
Waddell & Associates
Tennessee
$564K +$272K +1,308 +96%
RZH
1355
Relyea Zuckerberg Hanson
Connecticut
$563K +$5.4K +26 +1%
SW
1356
SlateStone Wealth
Florida
$563K -$3.74K -18 -0.7%
WF
1357
Welch & Forbes
Massachusetts
$561K -$29.5K -142 -5%
CF
1358
Cantor Fitzgerald
New York
$560K +$551K +2,654 New
SWA
1359
SOA Wealth Advisors
New York
$560K -$39.7K -191 -7%
EE
1360
EWG Elevate
California
$559K +$41.8K +201 +8%
WAM
1361
WNY Asset Management
New York
$559K +$270K +1,302 +97%
JMFC
1362
J.M. Forbes & Co
Massachusetts
$557K +$208 +1 +0%
AFA
1363
American Financial Advisors
Georgia
$550K -$20.8K -100 -4%
NERM
1364
New England Research & Management
Illinois
$550K -$2.08K -10 -0.4%
OIA
1365
Optimum Investment Advisors
Illinois
$549K
RG
1366
Rathbones Group
United Kingdom
$547K -$254K -1,225 -32%
PP
1367
PDS Planning
Ohio
$547K +$37.4K +180 +7%
HAG
1368
HF Advisory Group
Maryland
$547K -$63.4K -305 -11%
BCM
1369
Bourgeon Capital Management
Connecticut
$546K
FIB
1370
First Interstate Bank
Montana
$546K -$16.8K -81 -3%
MIC
1371
Maxi Investments CY
Cyprus
$544K
LWM
1372
Lodestone Wealth Management
Washington
$542K -$6.86K -33 -1%
CTA
1373
Colonial Trust Advisors
South Carolina
$542K +$415 +2 +0.1%
KIC
1374
Kensington Investment Counsel
California
$541K +$533K +2,564 New
SIC
1375
Shoker Investment Counsel
Ohio
$540K

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.