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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
AFM
1476
Andesa Financial Management
Pennsylvania
$231K +$12.1K +79 +4%
FNBOSM
1477
First National Bank of South Miami
Florida
$230K -$45.2K -295 -13%
BA
1478
Birinyi Associates
Connecticut
$230K
DJSG
1479
D.J. St. Germain
Massachusetts
$230K
Fiera Capital (Canada)
1480
Fiera Capital (Canada)
Quebec, Canada
$230K
KC
1481
Kenfarb & Co
Kentucky
$230K +$61.4K +400 +27%
PMG
1482
Private Management Group
California
$229K +$6.13K +40 +2%
WA
1483
Wealth Alliance
New York
$228K -$119K -779 -29%
LWM
1484
Liberty Wealth Management
California
$228K -$9.51K -62 -3%
RBFC
1485
Roman Butler Fullerton & Co
Missouri
$228K
VA
1486
Valmark Advisers
Ohio
$228K +$7.51K +49 +3%
MSFS
1487
Main Street Financial Solutions
Pennsylvania
$227K -$307 -2 -0.1%
PGIM
1488
Pacific Global Investment Management
California
$227K +$288K +1,875 New
SA
1489
Strategic Advisors
New York
$226K -$208K -1,355 -42%
PWPS
1490
Pinnacle Wealth Planning Services
Ohio
$226K +$16.6K +108 +6%
RWA
1491
Rainsberger Wealth Advisors
Colorado
$226K +$286K +1,866 New
HFS
1492
HBC Financial Services
Washington
$225K -$46K -300 -14%
CFA
1493
Compass Financial Advisors
Indiana
$225K +$1.69K +11 +0.6%
WOC
1494
West Oak Capital
California
$224K -$725K -4,726 -72%
NSB
1495
Norway Savings Bank
Maine
$224K -$18.4K -120 -6%
CRI
1496
Colonial River Investments
Virginia
$224K -$8.13K -53 -3%
KWMG
1497
King Wealth Management Group
Florida
$224K -$7.67K -50 -3%
CAG
1498
Crestwood Advisors Group
Massachusetts
$223K -$3.83K -25 -1%
KPW
1499
Kore Private Wealth
New York
$223K +$44.3K +289 +19%
AIA
1500
Avalon Investment & Advisory
Texas
$222K -$76.5K -499 -21%

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.