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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
MPI
1401
Mairs & Power Inc
Minnesota
$512K +$31.3K +143 +6%
PIM
1402
Penobscot Investment Management
Massachusetts
$512K +$103K +470 +21%
SCM
1403
Sterneck Capital Management
Missouri
$510K +$121K +554 +26%
BRA
1404
Bender Robert & Associates
California
$510K -$6.56K -30 -1%
SWA
1405
SOA Wealth Advisors
New York
$508K
IFPG
1406
Intrepid Financial Planning Group
Indiana
$507K -$15.3K -70 -3%
IIC
1407
Ironwood Investment Counsel
Arizona
$506K +$28.7K +131 +5%
ORAM
1408
One River Asset Management
Connecticut
$505K +$133K +608 +30%
CAC
1409
Core Alternative Capital
Georgia
$505K +$306K +1,397 +113%
KIC
1410
Kensington Investment Counsel
California
$505K +$14.9K +68 +3%
DFG
1411
Delta Financial Group
New Jersey
$502K +$574K +2,622 New
LRIA
1412
Leonard Rickey Investment Advisors
Washington
$501K +$125K +570 +28%
PCA
1413
Pallas Capital Advisors
Massachusetts
$501K +$13.1K +60 +2%
IA
1414
IFG Advisory
Georgia
$499K +$569K +2,602 New
HTC
1415
Haverford Trust Company
Pennsylvania
$499K -$116K -530 -17%
NRD
1416
Nebula Research & Development
New York
$497K +$567K +2,592 New
GCMG
1417
Gyroscope Capital Management Group
Florida
$496K +$566K +2,586 New
PP
1418
PDS Planning
Ohio
$495K -$875 -4 -0.2%
CP
1419
Coho Partners
Pennsylvania
$495K -$36.8K -168 -6%
MCCP
1420
Mission Creek Capital Partners
California
$494K -$34.1K -156 -6%
MIC
1421
Maxi Investments CY
Cyprus
$494K
DF
1422
Donoghue Forlines
Massachusetts
$492K +$562K +2,568 New
LWM
1423
Lodestone Wealth Management
Washington
$491K -$1.09K -5 -0.2%
CWP
1424
CFM Wealth Partners
Texas
$491K -$110K -502 -16%
SIC
1425
Shoker Investment Counsel
Ohio
$490K

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.