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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
JWA
1401
JFS Wealth Advisors
Pennsylvania
$514K +$70.6K +340 +16%
CFA
1402
Capstone Financial Advisors
Illinois
$514K -$1.87K -9 -0.4%
SWMG
1403
Sanchez Wealth Management Group
Florida
$513K -$36.4K -175 -7%
AAIS
1404
ABN AMRO Investment Solutions
$512K -$20.1K -97 -4%
PA
1405
PSI Advisors
Florida
$512K +$220K +1,059 +78%
COCM
1406
Charter Oak Capital Management
New Hampshire
$512K
ECG
1407
Edge Capital Group
Georgia
$508K
SFI
1408
Siemens Fonds Invest
Germany
$500K +$4.78K +23 +1%
IA
1409
Inspire Advisors
Idaho
$499K -$2.08K -10 -0.4%
Walleye Trading
1410
Walleye Trading
New York
$499K +$491K +2,362 New
TCM
1411
Tradewinds Capital Management
Washington
$498K -$95.8K -461 -16%
IGWM
1412
ICA Group Wealth Management
Colorado
$497K -$877K -4,223 -64%
GFS
1413
GYL Financial Synergies
Connecticut
$496K -$2.7K -13 -0.6%
QPBE
1414
Quintet Private Bank (Europe)
Luxembourg
$496K +$488K +2,350 New
CWA
1415
Clarus Wealth Advisors
Arizona
$496K +$33.2K +160 +7%
ITIM
1416
Indiana Trust & Investment Management
Indiana
$493K -$21.8K -105 -4%
WI
1417
Wedgewood Investors
Pennsylvania
$492K -$20.8K -100 -4%
OW
1418
Olistico Wealth
Oklahoma
$491K +$57.1K +275 +13%
MCA
1419
Magnolia Capital Advisors
Mississippi
$491K +$51.9K +250 +12%
TWM
1420
Tradition Wealth Management
Minnesota
$490K +$17.7K +85 +4%
LWM
1421
Liberty Wealth Management
California
$490K -$1.04M -4,983 -68%
TWM
1422
TriaGen Wealth Management
California
$489K
SRC
1423
Shufro Rose & Co
New York
$489K +$3.12K +15 +0.7%
BCMLT
1424
Beacon Capital Management LLC (Tennessee)
Tennessee
$489K +$36.6K +176 +8%
DTC
1425
Davidson Trust Company
Washington
$489K

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.