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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
PHAM
1551
Palisades Hudson Asset Management
Florida
$386K
FAN
1552
Financial Advisors Network
California
$386K +$440K +2,012 New
NEWAS
1553
N.E.W. Advisory Services
Wisconsin
$385K -$14.7K -67 -3%
IFU
1554
iSAM Funds (UK)
United Kingdom
$385K +$439K +2,007 New
APWM
1555
Atlas Private Wealth Management
New York
$383K +$11.8K +54 +3%
DA
1556
DCF Advisers
Connecticut
$383K -$109K -500 -20%
EL
1557
EMFO LLC
Florida
$383K
RIG
1558
RiverFront Investment Group
Virginia
$383K
BFS
1559
Bard Financial Services
Connecticut
$383K +$27.3K +125 +7%
HFW
1560
Horizon Family Wealth
Illinois
$383K +$37.9K +173 +9%
FFA
1561
Fi3 Financial Advisors
Indiana
$383K +$25.8K +118 +6%
FWM
1562
FMB Wealth Management
California
$383K
FIM
1563
Freedom Investment Management
Connecticut
$382K +$436K +1,995 New
EARNEST Partners
1564
EARNEST Partners
Georgia
$381K
B
1565
Bridgeworth
Alabama
$380K
CCM
1566
Carlson Capital Management
Minnesota
$380K +$40.3K +184 +10%
ECM
1567
EMC Capital Management
Texas
$380K +$438K +2,000 New
PBC
1568
Pavion Blue Capital
California
$380K -$1.53K -7 -0.4%
TWA
1569
TCI Wealth Advisors
Arizona
$379K
FCFC
1570
First Commonwealth Financial Corp
Pennsylvania
$379K
CW
1571
Cook Wealth
North Carolina
$379K +$110K +503 +31%
LFP
1572
Leeward Financial Partners
Washington
$379K
HIP
1573
Harrell Investment Partners
Texas
$379K -$438 -2 -0.1%
OC
1574
Oakworth Capital
Alabama
$378K +$9.19K +42 +2%
KFA
1575
Kapstone Financial Advisors
Ohio
$375K -$140K -642 -25%

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.