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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
MCA
1551
MSH Capital Advisors
Arizona
$203K -$15.3K -100 -6%
BWM
1552
Benchmark Wealth Management
Connecticut
$202K
YWP
1553
YorkBridge Wealth Partners
New York
$202K
CCA
1554
Childress Capital Advisors
Texas
$202K +$30.2K +197 +13%
CWP
1555
Capital Wealth Planning
Florida
$201K +$20.7K +135 +9%
APWM
1556
Atlas Private Wealth Management
New York
$201K +$22.1K +144 +10%
SIM
1557
Seaview Investment Managers
Florida
$201K +$255K +1,665 New
ST
1558
Smithfield Trust
Pennsylvania
$200K -$30.7K -200 -11%
PAM
1559
Premier Asset Management
Illinois
$200K +$254K +1,655 New
JSW
1560
Journey Strategic Wealth
New Jersey
$199K +$253K +1,652 New
PCTC
1561
Perkins Coie Trust Company
Washington
$198K
Q
1562
QVR
California
$195K +$246K +1,607 New
SIC
1563
SJS Investment Consulting
Ohio
$195K +$247K +1,612 New
EWM
1564
Endurance Wealth Management
Rhode Island
$194K +$212K +1,381 +619%
KA
1565
Kozak & Associates
Colorado
$193K -$44.5K -290 -16%
CA
1566
Crewe Advisors
Utah
$192K +$103K +672 +73%
BWM
1567
BerganKDV Wealth Management
Minnesota
$191K -$7.51K -49 -3%
MCC
1568
Money Concepts Capital
Florida
$191K +$2.91K +19 +1%
AC
1569
Avestar Capital
New York
$191K +$48.9K +319 +25%
MCM
1570
MV Capital Management
Maryland
$190K +$8.44K +55 +4%
Bank Julius Baer & Co
1571
Bank Julius Baer & Co
Switzerland
$186K +$30.4K +198 +15%
SAM
1572
S.A. Mason
Michigan
$185K -$57.5K -375 -20%
PCC
1573
Park Circle Company
Maryland
$182K
BAM
1574
Bellevue Asset Management
Washington
$180K -$7.21K -47 -3%
SBL
1575
Sargent Bickham Lagudis
Colorado
$180K

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.