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1,902 hedge funds and large institutions have $45.8B invested in Boeing in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 744 increasing their positions, 801 reducing their positions, and 314 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.43% more ownership

Funds ownership: 54.69%57.12% (+2.4%)

6% less call options, than puts

Call options by funds: $4.72B | Put options by funds: $5.01B

7% less repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 801

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

12% less funds holding

Funds holding: 2,1511,902 (-249)

27% less capital invested

Capital invested by funds: $62.5B → $45.8B (-$16.7B)

69% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 314

Holders
1,902
Holders Change
-249
Holders Change %
-11.58%
% of All Funds
32.04%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
97
Increased
744
Reduced
801
Closed
314
Calls
$4.72B
Puts
$5.01B
Net Calls
-$291M
Net Calls Change
+$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
1551
YorkBridge Wealth Partners
New York
$228K +$1.48K +10 +0.6%
WW
1552
Waterfront Wealth
Kansas
$228K +$14.8K +100 +6%
ISB
1553
Iowa State Bank
Iowa
$227K +$4.42K +30 +2%
CL
1554
COWA LLC
Oklahoma
$226K -$3.98K -27 -2%
TA
1555
TrueWealth Advisors
Alabama
$225K -$44.1K -299 -15%
PWA
1556
Providence Wealth Advisors
Illinois
$225K +$63.4K +430 +35%
JFGIW
1557
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$224K -$150K -1,019 -38%
WAM
1558
WNY Asset Management
New York
$224K -$39.8K -270 -14%
PFG
1559
Pinnacle Financial Group
Illinois
$224K -$29.5K -200 -11%
BMC
1560
Benin Management Corp
Connecticut
$224K
PCTC
1561
Perkins Coie Trust Company
Washington
$224K
CAC
1562
Core Alternative Capital
Georgia
$223K -$14.2K -96 -6%
BWM
1563
BerganKDV Wealth Management
Minnesota
$223K -$295 -2 -0.1%
DA
1564
Drake & Associates
Wisconsin
$223K +$241K +1,634 New
SCM
1565
Schnieders Capital Management
California
$222K -$106K -717 -31%
HPWM
1566
Highland Private Wealth Management
Washington
$222K -$75.4K -511 -24%
MYIA
1567
Mount Yale Investment Advisors
Colorado
$222K -$3.54K -24 -1%
QI
1568
Qtron Investments
Massachusetts
$222K +$239K +1,621 New
UAML
1569
US Asset Management LLC
Pennsylvania
$221K +$885 +6 +0.4%
HFS
1570
Heritage Financial Services
Massachusetts
$220K -$70.7K -479 -23%
MAA
1571
Matrix Asset Advisors
New York
$220K
PAM
1572
Palisade Asset Management
Minnesota
$219K -$3.98K -27 -2%
RCWM
1573
Royal Capital Wealth Management
Indiana
$219K +$25.8K +175 +12%
BMO
1574
Beck Mack & Oliver
New York
$218K -$119K -809 -34%
PFM
1575
Parsec Financial Management
North Carolina
$218K -$7.97K -54 -3%

BA Hedge Fund Activity: Q2 2022 in Review

1,902 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q2 2022, worth a combined $45.8B — down 27% from $62.5B a quarter earlier.

Sellers outnumbered buyers: 314 funds closed out of BA and 97 opened new positions — a net loss of 217 holders — while 801 trimmed existing stakes and 744 added.

The largest buyer was Capital World Investors, adding an estimated $667M. The largest seller was Bank of Montreal, cutting an estimated $305M.

  • 1,902 institutional investors held Boeing (BA) as of Q2 2022, down from 2,151 in Q1 2022.
  • Funds reported $45.8B of Boeing stock for Q2 2022, down 27% quarter-over-quarter.
  • 97 funds opened new Boeing positions in Q2 2022 and 314 closed out, a net change of -217 holders.
  • The largest Boeing buyer in Q2 2022 was Capital World Investors, an estimated $667M added.
  • The largest Boeing seller in Q2 2022 was Bank of Montreal, an estimated $305M sold.

Based on aggregated 13F filings for Q2 2022.