We are live on ! Find out more

1,828 hedge funds and large institutions have $41B invested in Boeing in 2022 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 740 increasing their positions, 685 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 740 | Existing positions reduced: 685

0.13% more ownership

Funds ownership: 57.12%57.25% (+0.13%)

4% less funds holding

Funds holding: 1,9011,828 (-73)

10% less capital invested

Capital invested by funds: $45.8B → $41B (-$4.77B)

12% less call options, than puts

Call options by funds: $3.35B | Put options by funds: $3.81B

14% less funds holding in top 10

Funds holding in top 10: 2925 (-4)

29% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 146

Holders
1,828
Holders Change
-73
Holders Change %
-3.84%
% of All Funds
31.49%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.43%
New
104
Increased
740
Reduced
685
Closed
146
Calls
$3.35B
Puts
$3.81B
Net Calls
-$458M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1676
Capital Advisors Ltd
Ohio
$61K +$460 +3 +0.6%
ZB
1677
Zions Bancorporation
Utah
$61K +$7.21K +47 +10%
TFGT
1678
TS Financial Group (TSFG)
Illinois
$61K +$7.67K +50 +11%
DWA
1679
Dougherty Wealth Advisers
Minnesota
$60K
BDS
1680
Banco de Sabadell
Florida
$59K
CAM
1681
Costello Asset Management
Pennsylvania
$59K
FMTCOCP
1682
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58K -$10.4K -68 -12%
TC
1683
Truvestments Capital
Florida
$57K -$26.1K -170 -27%
HS
1684
Horan Securities
United States
$56K -$4.29K -28 -6%
OA
1685
Operose Advisors
Wisconsin
$56K
PB
1686
Pinnacle Bancorp
Nebraska
$56K
OLVIG
1687
Oliver Lagore Vanvalin Investment Group
Michigan
$53K -$1.53K -10 -2%
WFA
1688
West Financial Advisors
Iowa
$52K +$35.7K +233 +117%
BG
1689
Bollard Group
Massachusetts
$51K -$4.42M -28,800 -99%
SCA
1690
Sander Capital Advisors
Washington
$51K +$12.4K +81 +24%
TFP
1691
Tilia Fiduciary Partners
North Carolina
$50K +$4.75K +31 +9%
BWM
1692
Baystate Wealth Management
Massachusetts
$49K
CWM
1693
Castle Wealth Management
Florida
$48K -$38.5K -251 -39%
SA
1694
SRH Advisors
Kansas
$48K
WAS
1695
Winch Advisory Services
Wisconsin
$46K -$3.83K -25 -6%
KFS
1696
Kelly Financial Services
Massachusetts
$45.9K
MS
1697
Mizuho Securities
Japan
$45K -$367K -2,390 -87%
HBW
1698
Hazlett, Burt & Watson
West Virginia
$44K
MFT
1699
Moisand Fitzgerald Tamayo
Florida
$44K
IFAM
1700
Institutional & Family Asset Management
Colorado
$44K +$47.2K +308 +560%

BA Hedge Fund Activity: Q3 2022 in Review

1,828 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q3 2022, worth a combined $41B — down 10% from $45.8B a quarter earlier.

Sellers outnumbered buyers: 146 funds closed out of BA and 104 opened new positions — a net loss of 42 holders — while 685 trimmed existing stakes and 740 added.

The largest buyer was Capital World Investors, adding an estimated $443M. The largest seller was Bank of Montreal, cutting an estimated $305M.

  • 1,828 institutional investors held Boeing (BA) as of Q3 2022, down from 1,901 in Q2 2022.
  • Funds reported $41B of Boeing stock for Q3 2022, down 10% quarter-over-quarter.
  • 104 funds opened new Boeing positions in Q3 2022 and 146 closed out, a net change of -42 holders.
  • The largest Boeing buyer in Q3 2022 was Capital World Investors, an estimated $443M added.
  • The largest Boeing seller in Q3 2022 was Bank of Montreal, an estimated $305M sold.

Based on aggregated 13F filings for Q3 2022.