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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
AWA
1426
Aletheian Wealth Advisors
Washington
$489K +$558K +2,551 New
BCMLT
1427
Beacon Capital Management LLC (Tennessee)
Tennessee
$489K
OP
1428
ORG Partners
Indiana
$488K +$140K +641 +34%
LNWTC
1429
Laird Norton Wetherby Trust Company
Washington
$486K +$17.9K +82 +3%
CS
1430
Comerica Securities
Michigan
$486K -$2.08M -9,517 -79%
NERM
1431
New England Research & Management
Illinois
$485K -$16.4K -75 -3%
NFA
1432
Northern Financial Advisors
Michigan
$484K +$105K +479 +23%
CTA
1433
Colonial Trust Advisors
South Carolina
$482K -$11.4K -52 -2%
SWA
1434
Sax Wealth Advisors
New Jersey
$482K
BFIC
1435
Bedell Frazier Investment Counselling
California
$481K
BA
1436
Bridge Advisory
California
$477K +$52.1K +238 +11%
JWA
1437
JFS Wealth Advisors
Pennsylvania
$477K +$11.4K +52 +2%
WCM
1438
Whitener Capital Management
North Carolina
$476K
HAS
1439
HBW Advisory Services
California
$475K +$44.9K +205 +9%
GFS
1440
GYL Financial Synergies
Connecticut
$474K +$27.6K +126 +5%
AWM
1441
AllSquare Wealth Management
New York
$472K +$109K +497 +25%
OTL
1442
Oak Thistle LLC
New York
$472K -$250K -1,142 -32%
SRAM
1443
Spouting Rock Asset Management
Pennsylvania
$470K
WIC
1444
Water Island Capital
New York
$470K +$536K +2,450 New
IA
1445
Inspire Advisors
Idaho
$467K +$16K +73 +3%
JMFC
1446
J.M. Forbes & Co
Massachusetts
$467K -$43.8K -200 -8%
CNAM
1447
Campbell Newman Asset Management
Wisconsin
$467K +$438 +2 +0.1%
IF
1448
Ironwood Financial
Arizona
$467K -$3.72K -17 -0.7%
CFA
1449
Capstone Financial Advisors
Illinois
$466K
SWMG
1450
Sanchez Wealth Management Group
Florida
$466K

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.