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
AFA
1376
American Financial Advisors
Georgia
$538K +$43.8K +200 +8%
SRC
1377
Sage Rhino Capital
California
$537K -$5.25K -24 -0.8%
WDG
1378
Wealth Dimensions Group
Ohio
$536K +$10.9K +50 +2%
PVH
1379
Psagot Value Holdings
Israel
$536K -$1.75K -8 -0.3%
NRWA
1380
North Ridge Wealth Advisors
Oregon
$536K -$14.2K -65 -2%
GCAC
1381
Guardian Capital Advisors (Canada)
Ontario, Canada
$534K -$224K -1,025 -27%
FFA
1382
Fragasso Financial Advisors
Pennsylvania
$534K +$219 +1 +0%
CWM
1383
Connecticut Wealth Management
Connecticut
$532K +$656 +3 +0.1%
AFG
1384
Allegheny Financial Group
Pennsylvania
$531K +$47.9K +219 +9%
KFA
1385
Kelleher Financial Advisors
New York
$527K -$114K -521 -16%
MC
1386
Mathes Company
New York
$525K
RZH
1387
Relyea Zuckerberg Hanson
Connecticut
$523K +$13.6K +62 +2%
FCBT
1388
First Citizens Bank & Trust
North Carolina
$523K +$100K +457 +20%
MWM
1389
Massachusetts Wealth Management
Massachusetts
$522K +$131K +600 +28%
SW
1390
SlateStone Wealth
Florida
$522K +$12.7K +58 +2%
RFN
1391
RDA Financial Network
Iowa
$521K +$8.31K +38 +1%
NAS
1392
NWF Advisory Services
California
$519K -$54.7K -250 -8%
DBT
1393
Dubuque Bank & Trust
Iowa
$518K +$54.9K +251 +10%
CAAS
1394
Capital Asset Advisory Services
Michigan
$518K -$19K -87 -3%
PTB
1395
Pioneer Trust Bank
Oregon
$518K
OIA
1396
Optimum Investment Advisors
Illinois
$517K +$21.9K +100 +4%
TFF
1397
The Family Firm
Maryland
$515K
WA
1398
Waddell & Associates
Tennessee
$515K +$2.63K +12 +0.4%
HAG
1399
HF Advisory Group
Maryland
$513K +$19.5K +89 +3%
CI Investments Inc
1400
CI Investments Inc
Ontario, Canada
$513K -$18.2K -83 -3%

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.