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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
WF
1501
Welch & Forbes
Massachusetts
$222K -$5.98K -39 -2%
EBSAM
1502
Eubel Brady & Suttman Asset Management
Ohio
$222K
RHP
1503
Royal Harbor Partners
Texas
$222K
NEWAS
1504
N.E.W. Advisory Services
Wisconsin
$222K +$20.2K +132 +8%
MC
1505
Miramar Capital
Illinois
$220K -$30.4K -198 -13%
MHR
1506
Matthew Hamilton Rosenberg
$220K
CL
1507
COWA LLC
Oklahoma
$220K +$25K +163 +10%
MCM
1508
Morton Capital Management
California
$219K -$16.7K -109 -6%
SC
1509
SouthState Corp
Florida
$218K -$3.53K -23 -1%
ASA
1510
Armstrong Shaw Associates
Connecticut
$218K
NFGCM
1511
Norman Fields Gottscho Capital Management
New York
$218K
EWA
1512
Exencial Wealth Advisors
Oklahoma
$218K +$8.59K +56 +3%
IC
1513
Inverness Counsel
New York
$218K +$276K +1,798 New
BIC
1514
Beach Investment Counsel
Pennsylvania
$217K
MTWM
1515
Masso Torrence Wealth Management
New Jersey
$217K
KWS
1516
Keystone Wealth Services
California
$217K +$15.3K +100 +6%
IFA
1517
Index Fund Advisors
California
$216K
PP
1518
PDS Planning
Ohio
$216K +$40.8K +266 +18%
FCA
1519
FLC Capital Advisors
California
$215K -$222K -1,450 -45%
BFWA
1520
Benchmark Financial Wealth Advisors
Florida
$215K +$3.99K +26 +1%
GWANC
1521
Guardian Wealth Advisors (North Carolina)
North Carolina
$215K +$272K +1,772 New
BFA
1522
Beaumont Financial Advisors
Massachusetts
$214K -$41.3K -269 -13%
FC
1523
Forte Capital
New York
$214K -$3.07K -20 -1%
FFG
1524
Fortem Financial Group
California
$214K
BEW
1525
Burton Enright Welch
California
$212K +$27K +176 +11%

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.