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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
AAS
1676
Annex Advisory Services
Wisconsin
$318K -$716K -3,447 -70%
CMS
1677
Capital Market Strategies
Florida
$317K +$312K +1,501 New
PI
1678
Pettee Investors
Connecticut
$317K +$104K +500 +50%
ZB
1679
Zions Bancorporation
Utah
$315K +$210K +1,012 +211%
CIS
1680
Continental Investors Services
Washington
$315K +$291K +1,400 New
PWMG
1681
Provence Wealth Management Group
California
$314K -$14.7K -71 -5%
BMCM
1682
Bryn Mawr Capital Management
Pennsylvania
$314K +$64.2K +309 +26%
I2I
1683
Insight 2811 Inc
Illinois
$313K -$623 -3 -0.2%
FNBOO
1684
First National Bank of Omaha
Nebraska
$313K -$199K -958 -39%
DIP
1685
DT Investment Partners
Pennsylvania
$311K -$10.4K -50 -4%
FFG
1686
Fortem Financial Group
California
$310K
LF
1687
Lantz Financial
Illinois
$310K +$29.3K +141 +11%
CWA
1688
Canvas Wealth Advisors
Kansas
$309K -$13.9K -67 -4%
CSB
1689
City State Bank
Iowa
$308K -$19.7K -95 -6%
EIM
1690
Ervin Investment Management
Washington
$307K -$192K -925 -39%
LCM
1691
LVM Capital Management
Michigan
$307K -$208 -1 -0.1%
SMA
1692
Sage Mountain Advisors
Georgia
$305K +$27.6K +133 +10%
TNBTD
1693
Trustmark National Bank Trust Department
Mississippi
$305K -$174K -838 -37%
BWM
1694
BlackDiamond Wealth Management
New York
$305K +$12.5K +60 +4%
PAM
1695
Palisade Asset Management
Minnesota
$303K -$1.04K -5 -0.3%
CNWM
1696
Clay Northam Wealth Management
California
$303K -$10.4K -50 -3%
SWP
1697
Strategic Wealth Partners
Ohio
$303K +$298K +1,436 New
PWM
1698
Prosperity Wealth Management
California
$303K +$298K +1,433 New
AWM
1699
Accurate Wealth Management
Florida
$302K +$14.5K +70 +5%
CC
1700
Callan Capital
California
$302K +$55.7K +268 +23%

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.