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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
B
1601
Bellecapital
Switzerland
$364K -$4.38K -20 -1%
PSF
1602
Pacific Sun Financial
California
$363K -$3.72K -17 -0.9%
RCM
1603
RB Capital Management
Nevada
$363K +$10.9K +50 +3%
ACA
1604
Affinity Capital Advisors
California
$360K -$1.75K -8 -0.4%
PWA
1605
Providence Wealth Advisors
Illinois
$359K
ISB
1606
Iowa State Bank
Iowa
$359K +$53.2K +243 +15%
SQA
1607
Simon Quick Advisors
New Jersey
$359K +$25.2K +115 +7%
LWM
1608
Liberty Wealth Management
California
$358K -$97.4K -445 -19%
EBSAM
1609
Eubel Brady & Suttman Asset Management
Ohio
$357K +$2.41K +11 +0.6%
GWP
1610
Gateway Wealth Partners
Wisconsin
$357K +$119K +544 +41%
RCWM
1611
Royal Capital Wealth Management
Indiana
$357K
RWA
1612
Redhawk Wealth Advisors
Minnesota
$357K +$407K +1,861 New
AC
1613
Allstate Corporation
Illinois
$357K
NIM
1614
Northeast Investment Management
Massachusetts
$356K -$438K -2,000 -52%
KA
1615
Keene & Associates
Texas
$356K +$26.3K +120 +7%
HW
1616
Hamilton Wealth
California
$356K +$26.7K +122 +7%
CF
1617
Cantor Fitzgerald
New York
$355K -$175K -801 -30%
GWS
1618
Glassman Wealth Services
Virginia
$355K -$22.5K -103 -5%
WP
1619
WealthSpring Partners
California
$353K -$184K -840 -31%
SC
1620
SouthState Corp
Florida
$353K +$12.3K +56 +3%
WA
1621
Wealth Alliance
New York
$353K +$43.1K +197 +12%
JAWM
1622
J. Arnold Wealth Management
Ohio
$353K -$76.6K -350 -16%
PCM
1623
Parsons Capital Management
Rhode Island
$352K -$43.8K -200 -10%
MCM
1624
Morton Capital Management
California
$351K +$1.53K +7 +0.4%
KWMG
1625
King Wealth Management Group
Florida
$351K

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.