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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
PRS
1476
Pinkerton Retirement Specialists
Idaho
$439K -$299K -1,368 -37%
IGWM
1477
ICA Group Wealth Management
Colorado
$437K -$16.4K -75 -3%
BC
1478
Belmont Capital
California
$437K
PWLP
1479
Prio Wealth Limited Partnership
Massachusetts
$437K -$3.28K -15 -0.7%
PP
1480
Patron Partners
Texas
$436K +$28.2K +129 +6%
NW
1481
NewEdge Wealth
Pennsylvania
$434K +$101K +463 +26%
SIAP
1482
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$433K +$103K +470 +26%
WTA
1483
Washington Trust Advisors
Massachusetts
$433K +$73.3K +335 +17%
SEIA
1484
Signature Estate & Investment Advisors
California
$433K +$56.7K +259 +13%
DWM
1485
Dorchester Wealth Management
Quebec, Canada
$432K
KW
1486
KWB Wealth
California
$432K -$58.6K -268 -12%
BBI
1487
Baxter Bros Inc
Connecticut
$431K +$4.38K +20 +0.9%
CFA
1488
Cahill Financial Advisors
Minnesota
$430K +$21.2K +97 +5%
W
1489
Wealthquest
Ohio
$427K +$875 +4 +0.2%
PWM
1490
PBMares Wealth Management
Virginia
$426K
BOPW
1491
Brandywine Oak Private Wealth
Pennsylvania
$426K -$107K -490 -18%
JCM
1492
Jag Capital Management
Missouri
$426K -$13.6K -62 -3%
AR
1493
Advisory Research
Illinois
$425K +$47.7K +218 +11%
C
1494
Certuity
Florida
$425K -$102K -466 -17%
FTWA
1495
Fifth Third Wealth Advisors
Ohio
$424K +$126K +574 +35%
IWM
1496
Integris Wealth Management
California
$422K +$7.22K +33 +2%
MIC
1497
Meridian Investment Counsel
California
$422K
AWM
1498
Ameliora Wealth Management
Switzerland
$422K +$438K +2,000 +1,000%
AIC
1499
Archer Investment Corporation
Indiana
$421K +$9.41K +43 +2%
GD
1500
Grandfield & Dodd
New York
$421K +$1.53K +7 +0.3%

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.