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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
MSA
1426
Marino Stram & Associates
Massachusetts
$249K -$368K -2,397 -54%
SAM
1427
Synergy Asset Management
Washington
$249K -$9.2K -60 -3%
BCCM
1428
Bridge Creek Capital Management
Massachusetts
$249K +$35.3K +230 +13%
HIP
1429
HUB Investment Partners
Texas
$248K -$10.6K -69 -3%
RTC
1430
Riverview Trust Company
Washington
$248K
PBC
1431
Pavion Blue Capital
California
$248K +$3.83K +25 +1%
BFG
1432
Beacon Financial Group
Texas
$248K +$26.8K +175 +10%
PIA
1433
Perennial Investment Advisors
California
$247K -$158K -1,030 -34%
VWM
1434
Vigilare Wealth Management
Arizona
$247K -$71.2K -464 -19%
MIM
1435
Marco Investment Management
Georgia
$247K -$7.67K -50 -2%
KCFA
1436
Key Client Fiduciary Advisors
New Jersey
$246K +$7.36K +48 +2%
RP
1437
Riverwater Partners
Wisconsin
$246K +$312K +2,035 New
HIP
1438
Harrell Investment Partners
Texas
$245K
LDFR
1439
Lehman & Derafelo Financial Resources
Pennsylvania
$245K
RIG
1440
Roosevelt Investment Group
New York
$245K
PHAM
1441
Palisades Hudson Asset Management
Florida
$244K
ACA
1442
Affinity Capital Advisors
California
$243K
B
1443
Bridgeworth
Alabama
$243K
OBWG
1444
Onyx Bridge Wealth Group
New York
$242K -$2.15K -14 -0.7%
RIG
1445
RiverFront Investment Group
Virginia
$242K
WW
1446
Waterfront Wealth
Kansas
$242K +$5.67K +37 +2%
OCM
1447
Objective Capital Management
Ohio
$242K +$10.4K +68 +4%
CB
1448
Community Bank
New York
$242K +$23.6K +154 +8%
BFS
1449
Bard Financial Services
Connecticut
$242K +$69K +450 +29%
CA
1450
Cresta Advisors
Texas
$242K +$307K +2,000 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.