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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
CSB
1526
City State Bank
Iowa
$212K -$26.8K -175 -9%
MWM
1527
Merriman Wealth Management
Washington
$212K -$21.6K -141 -7%
SAM
1528
Secure Asset Management
Michigan
$211K
IDBONY
1529
Israel Discount Bank of New York
New York
$210K -$8.28K -54 -3%
QCIG
1530
Quad-Cities Investment Group
Iowa
$210K +$1.53K +10 +0.6%
NAS
1531
Nicolet Advisory Services
Wisconsin
$210K +$16.3K +106 +7%
APW
1532
Aurora Private Wealth
New Jersey
$209K -$36.2K -236 -12%
CG
1533
Caprock Group
Idaho
$208K +$22.5K +147 +9%
FBC
1534
Fairfield, Bush & Co
Connecticut
$207K -$37.9K -247 -13%
RFA
1535
RTD Financial Advisors
Pennsylvania
$207K -$33.6K -219 -11%
CMS
1536
Capital Market Strategies
Florida
$207K -$2.15K -14 -0.8%
BFA
1537
Buttonwood Financial Advisors
Maryland
$207K
LCM
1538
LCM Capital Management
Illinois
$207K
CWA
1539
Clarus Wealth Advisors
Arizona
$207K +$10.1K +66 +4%
GSC
1540
Ground Swell Capital
South Carolina
$206K +$261K +1,703 New
SIM
1541
SSI Investment Management
California
$205K +$460 +3 +0.2%
PCM
1542
Presidio Capital Management
California
$204K -$15.3K -100 -6%
HI
1543
Hudock Inc
Pennsylvania
$204K -$1.84K -12 -0.7%
PFM
1544
Parsec Financial Management
North Carolina
$204K +$13.8K +90 +6%
BHWM
1545
Bar Harbor Wealth Management
New Hampshire
$203K -$9.66K -63 -4%
RWP
1546
RWA Wealth Partners
Massachusetts
$203K -$6.75K -44 -3%
PP
1547
Pacifica Partners
Canada
$203K
BWM
1548
BlackDiamond Wealth Management
New York
$203K +$1.23K +8 +0.6%
SCM
1549
Schnieders Capital Management
California
$203K +$7.67K +50 +3%
GCA
1550
Gradient Capital Advisors
California
$203K +$257K +1,674 New

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.