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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
WC
1651
Woodstock Corp
Massachusetts
$323K
GC
1652
Gibson Capital
Pennsylvania
$322K +$368K +1,682 New
AC
1653
Avestar Capital
New York
$322K +$22.8K +104 +7%
TF
1654
Trek Financial
Arizona
$322K +$145K +661 +65%
BEW
1655
Burton Enright Welch
California
$322K
FC
1656
Forte Capital
New York
$320K -$31.9K -146 -8%
MSA
1657
Marino Stram & Associates
Massachusetts
$320K -$10.3K -47 -3%
BWM
1658
Benchmark Wealth Management
Connecticut
$319K
PCM
1659
Pointe Capital Management
Michigan
$319K +$2.41K +11 +0.7%
DWM
1660
Drive Wealth Management
Utah
$318K +$24.3K +111 +7%
PWM
1661
Prosperity Wealth Management
California
$318K +$49K +224 +16%
TA
1662
TrueWealth Advisors
Alabama
$316K
CAMG
1663
CWA Asset Management Group
Florida
$315K +$105K +481 +41%
PCM
1664
Presidio Capital Management
California
$315K -$10.1K -46 -3%
RFA
1665
Register Financial Advisors
Georgia
$314K
MWM
1666
Merriman Wealth Management
Washington
$314K +$3.06K +14 +0.9%
GF
1667
Gries Financial
Ohio
$313K +$357K +1,631 New
LCM
1668
LCM Capital Management
Illinois
$312K
HGERS
1669
Householder Group Estate & Retirement Specialist
Arizona
$312K +$356K +1,629 New
SWM
1670
Stockman Wealth Management
Montana
$312K +$12.5K +57 +4%
BFA
1671
Beaumont Financial Advisors
Massachusetts
$312K -$35.9K -164 -9%
KP
1672
Keel Point
Alabama
$311K -$8.75K -40 -2%
KBFS
1673
Kohmann Bosshard Financial Services
Ohio
$311K +$438 +2 +0.1%
CWA
1674
Capital Wealth Alliance
Arizona
$311K
EFMC
1675
Empire Financial Management Company
New York
$311K

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.