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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
W
1451
Wealthquest
Ohio
$470K -$78.3K -377 -14%
CS
1452
Capital Square
Tennessee
$468K +$2.08K +10 +0.5%
HCA
1453
Harbour Capital Advisors
Virginia
$466K
MIC
1454
Meridian Investment Counsel
California
$465K
TFP
1455
TrueWealth Financial Partners
Washington
$465K
PIM
1456
Penobscot Investment Management
Massachusetts
$464K
GD
1457
Grandfield & Dodd
New York
$463K +$5.61K +27 +1%
JAWM
1458
J. Arnold Wealth Management
Ohio
$462K -$37K -178 -8%
CICI
1459
Capital Investment Counsel Inc
North Carolina
$462K
FRM
1460
Fox Run Management
Connecticut
$461K +$454K +2,184 New
CCM
1461
Chickasaw Capital Management
Tennessee
$460K
FCCM
1462
First City Capital Management
Georgia
$459K -$31.2K -150 -6%
IWM
1463
Integris Wealth Management
California
$458K +$208 +1 +0%
OCM
1464
Objective Capital Management
Ohio
$458K +$33K +159 +8%
BLC
1465
Brown, Lisle/Cummings
Rhode Island
$457K
LA
1466
Lifeworks Advisors
Michigan
$457K -$35.3K -170 -7%
WB
1467
Webster Bank
Connecticut
$456K
AIC
1468
Archer Investment Corporation
Indiana
$455K +$15.4K +74 +4%
OPWM
1469
Oxinas Partners Wealth Management
Indiana
$454K -$420K -2,024 -49%
CFA
1470
Cahill Financial Advisors
Minnesota
$453K +$105K +504 +31%
SFWA
1471
Summit Financial Wealth Advisors
Louisiana
$453K -$128K -614 -22%
PP
1472
Patron Partners
Texas
$453K +$28.9K +139 +7%
Bank Julius Baer & Co
1473
Bank Julius Baer & Co
Switzerland
$452K +$191K +921 +75%
TVAMP
1474
Tennessee Valley Asset Management Partners
Tennessee
$452K
MWM
1475
Massachusetts Wealth Management
Massachusetts
$449K +$72.7K +350 +20%

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.