We are live on ! Find out more

2,228 hedge funds and large institutions have $77.9B invested in Boeing in 2023 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 801 increasing their positions, 864 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 107

2% more funds holding

Funds holding: 2,1912,228 (+37)

1% more capital invested

Capital invested by funds: $77.4B → $77.9B (+$525M)

0.48% more ownership

Funds ownership: 60.93%61.41% (+0.48%)

7% less repeat investments, than reductions

Existing positions increased: 801 | Existing positions reduced: 864

20% less funds holding in top 10

Funds holding in top 10: 6653 (-13)

23% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $6.12B

Holders
2,228
Holders Change
+37
Holders Change %
+1.69%
% of All Funds
34.98%
Holding in Top 10
53
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.7%
% of All Funds
0.83%
New
162
Increased
801
Reduced
864
Closed
107
Calls
$4.73B
Puts
$6.12B
Net Calls
-$1.39B
Net Calls Change
+$72.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1576
Blueshift Asset Management
New Jersey
$382K +$376K +1,808 New
NW
1577
NewEdge Wealth
Pennsylvania
$381K -$87.7K -422 -19%
NFGCM
1578
Norman Fields Gottscho Capital Management
New York
$380K
CCM
1579
Carlson Capital Management
Minnesota
$380K +$1.87K +9 +0.5%
NFA
1580
Northern Financial Advisors
Michigan
$379K +$29.3K +141 +7%
CPC
1581
Congress Park Capital
New York
$379K -$62.3K -300 -14%
SIAP
1582
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$378K
BIC
1583
Beach Investment Counsel
Pennsylvania
$378K
BFA
1584
Beaumont Financial Advisors
Massachusetts
$378K +$25.1K +121 +7%
EWM
1585
Endurance Wealth Management
Rhode Island
$377K
ZIMP
1586
Zimmermann Investment Management & Planning
Pennsylvania
$377K +$5.19K +25 +1%
SC
1587
SouthState Corp
Florida
$377K -$4.57K -22 -1%
CW
1588
Cook Wealth
North Carolina
$377K -$13.5K -65 -4%
BBWP
1589
Beacon Bridge Wealth Partners
Pennsylvania
$376K +$20.8K +100 +6%
AWG
1590
Altus Wealth Group
Colorado
$375K +$7.48K +36 +2%
EWM
1591
Executive Wealth Management
Michigan
$373K -$11.8K -57 -3%
SQA
1592
Simon Quick Advisors
New Jersey
$371K +$6.02K +29 +2%
EP
1593
Eudaimonia Partners
Tennessee
$370K +$8.52K +41 +2%
SCA
1594
St. Clair Advisors
Ohio
$369K -$63.8K -307 -15%
DJSG
1595
D.J. St. Germain
Massachusetts
$369K +$363K +1,746 New
WOC
1596
West Oak Capital
California
$368K -$23.3K -112 -6%
KA
1597
Keene & Associates
Texas
$367K +$5.19K +25 +1%
BFWA
1598
Benchmark Financial Wealth Advisors
Florida
$367K
HW
1599
Hamilton Wealth
California
$367K +$1.45K +7 +0.4%
SF
1600
Slagle Financial
Illinois
$366K +$360K +1,733 New

BA Hedge Fund Activity: Q2 2023 in Review

2,228 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q2 2023, worth a combined $77.9B — up 0.68% from $77.4B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new BA positions and 107 closed out — a net gain of 55 holders — while 801 added to existing stakes and 864 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $236M. The largest seller was Newport Trust Company, cutting an estimated $1.26B.

  • 2,228 institutional investors held Boeing (BA) as of Q2 2023, up from 2,191 in Q1 2023.
  • Funds reported $77.9B of Boeing stock for Q2 2023, up 0.68% quarter-over-quarter.
  • 162 funds opened new Boeing positions in Q2 2023 and 107 closed out, a net change of +55 holders.
  • The largest Boeing buyer in Q2 2023 was Susquehanna International Group, an estimated $236M added.
  • The largest Boeing seller in Q2 2023 was Newport Trust Company, an estimated $1.26B sold.

Based on aggregated 13F filings for Q2 2023.