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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
LFA
1576
Laraway Financial Advisors
Minnesota
$375K
AP
1577
Appleton Partners
Massachusetts
$375K
WIA
1578
Westbourne Investment Advisors
Maryland
$375K
IGAM
1579
iA Global Asset Management
Quebec, Canada
$375K +$428K +1,954 New
WAG
1580
Winthrop Advisory Group
Massachusetts
$375K -$29.5K -135 -6%
LW
1581
Linscomb Wealth
Texas
$375K -$1.53K -7 -0.4%
ACM
1582
Aljian Capital Management
Nevada
$375K +$124K +569 +41%
OPWM
1583
Oxinas Partners Wealth Management
Indiana
$374K -$42.7K -195 -9%
BWA
1584
Bordeaux Wealth Advisors
California
$374K -$12.7K -58 -3%
SSW
1585
Stone Summit Wealth
Florida
$374K
CA
1586
Crane Advisory
California
$374K -$57.5K -263 -12%
AO
1587
Advisor OS
Illinois
$373K +$14.9K +68 +4%
OPTFSNA
1588
Old Point Trust & Financial Services N A
Virginia
$373K -$12.9K -59 -3%
TCPWM
1589
Traverso Chambers Private Wealth Management
California
$373K -$6.56K -30 -2%
SFWA
1590
Summit Financial Wealth Advisors
Louisiana
$371K -$44.9K -205 -10%
RTC
1591
Riverview Trust Company
Washington
$371K +$11.2K +51 +3%
RBFC
1592
Roman Butler Fullerton & Co
Missouri
$369K +$15.3K +70 +4%
LCS
1593
Levin Capital Strategies
New York
$369K +$421K +1,925 New
BCCM
1594
Bridge Creek Capital Management
Massachusetts
$369K -$5.47K -25 -1%
POIA
1595
Pin Oak Investment Advisors
Texas
$368K
MAWA
1596
Moss Adams Wealth Advisors
Washington
$367K +$64.8K +296 +18%
BA
1597
Birinyi Associates
Connecticut
$367K
AF
1598
Advisornet Financial
Minnesota
$367K +$43.5K +199 +12%
RHP
1599
Royal Harbor Partners
Texas
$366K +$17.9K +82 +4%
KC
1600
Kenfarb & Co
Kentucky
$364K

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.