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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
KA
1651
Kercheville Advisors
Texas
$332K +$64.4K +310 +25%
SWM
1652
Stockman Wealth Management
Montana
$331K -$109K -525 -25%
FCP
1653
Fidelis Capital Partners
Florida
$331K -$1.45K -7 -0.4%
C1AG
1654
Client 1st Advisory Group
Florida
$331K +$325K +1,566 New
ML
1655
McAdam LLC
Pennsylvania
$329K +$16K +77 +5%
PI
1656
PFS Investments
Georgia
$329K +$12.9K +62 +4%
DWM
1657
Drive Wealth Management
Utah
$327K +$53.8K +259 +20%
MHS
1658
M Holdings Securities
Oregon
$327K -$536K -2,580 -63%
BBA
1659
Baader Bank Aktiengesellschaft
Germany
$326K +$330K +1,588 New
UAML
1660
US Asset Management LLC
Pennsylvania
$326K -$12K -58 -4%
TCWM
1661
Total Clarity Wealth Management
Illinois
$325K +$31.4K +151 +11%
GLLW
1662
Graves Light Lenhart Wealth
Virginia
$325K +$10.4K +50 +3%
SCA
1663
Scott Capital Advisors
Oregon
$325K
BMC
1664
Benin Management Corp
Connecticut
$325K
MAA
1665
Matrix Asset Advisors
New York
$324K -$15.6K -75 -5%
SAM
1666
S.A. Mason
Michigan
$324K
MFG
1667
Monte Financial Group
Connecticut
$324K -$56.1K -270 -15%
CPA
1668
Court Place Advisors
Maryland
$323K
NRG
1669
Nemes Rush Group
Michigan
$323K +$317K +1,528 New
GC
1670
GFG Capital
Florida
$322K
GWSG
1671
GPS Wealth Strategies Group
Colorado
$320K -$1.45K -7 -0.5%
CMI
1672
Clare Market Investments
Texas
$319K -$81K -390 -21%
PMG
1673
ProVise Management Group
Florida
$319K
BFA
1674
Buttonwood Financial Advisors
Maryland
$318K
SSWM
1675
Smith Salley Wealth Management
North Carolina
$318K +$37.8K +182 +14%

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.