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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
SWA
1576
Sutton Wealth Advisors
Florida
$179K -$6.13K -40 -3%
MWM
1577
Mascoma Wealth Management
New Hampshire
$178K
OHWP
1578
Oak Harbor Wealth Partners
North Carolina
$176K
GIA
1579
GHP Investment Advisors
Colorado
$174K -$2.61K -17 -1%
BIP
1580
Blueprint Investment Partners
North Carolina
$174K +$220K +1,434 New
JG
1581
Jefferies Group
New York
$170K -$568K -3,702 -72%
IAS
1582
IMA Advisory Services
Colorado
$169K -$70.9K -462 -25%
FMB
1583
Field & Main Bank
Kentucky
$165K -$13K -85 -6%
DIP
1584
DT Investment Partners
Pennsylvania
$164K -$167K -1,091 -45%
GWA
1585
Gibson Wealth Advisors
Texas
$164K -$25.8K -168 -11%
EWM
1586
Evermay Wealth Management
Virginia
$163K -$5.83K -38 -3%
FPB
1587
First PREMIER Bank
South Dakota
$161K +$193K +1,256 +1,794%
MA
1588
MCF Advisors
Kentucky
$158K -$76.7K -500 -28%
AWM
1589
Accel Wealth Management
Iowa
$158K
PO
1590
Private Ocean
California
$157K -$219K -1,425 -52%
Cohen & Steers
1591
Cohen & Steers
New York
$157K
GG
1592
Gleason Group
Kentucky
$156K
JFA
1593
JNBA Financial Advisors
Minnesota
$154K
GWSG
1594
GPS Wealth Strategies Group
Colorado
$152K +$67.6K +441 +54%
HWA
1595
Heritage Wealth Advisors
Virginia
$149K
CFFP
1596
Center for Financial Planning
Michigan
$148K
JFGIW
1597
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$146K -$82.7K -539 -33%
SIC
1598
Salem Investment Counselors
North Carolina
$142K +$5.06K +33 +3%
AA
1599
Addison Advisors
Vermont
$140K +$56.1K +366 +47%
PWC
1600
PYA Waltman Capital
Tennessee
$139K

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.