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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
MFG
1701
Monte Financial Group
Connecticut
$294K
PCIG
1702
Partners Capital Investment Group
Massachusetts
$294K +$336K +1,534 New
CPA
1703
Court Place Advisors
Maryland
$293K
AI
1704
Arrien Investments
Idaho
$293K -$167K -763 -33%
AAS
1705
Annex Advisory Services
Wisconsin
$293K +$4.81K +22 +1%
NB
1706
Northwest Bancshares
Pennsylvania
$291K -$19.3K -88 -5%
TLP
1707
Trinity Legacy Partners
Texas
$291K -$124K -565 -27%
GA
1708
GSG Advisors
New Jersey
$290K +$331K +1,512 New
CWR
1709
Chico Wealth RIA
California
$289K +$330K +1,508 New
I2I
1710
Insight 2811 Inc
Illinois
$289K +$5.47K +25 +2%
BFA
1711
Buttonwood Financial Advisors
Maryland
$289K
GLLW
1712
Graves Light Lenhart Wealth
Virginia
$288K
QP
1713
Quilter Plc
United Kingdom
$288K -$29.8K -136 -32%
PI
1714
Pettee Investors
Connecticut
$288K
BOSSRA
1715
B.O.S.S. Retirement Advisors
Utah
$287K +$69.1K +316 +27%
AL
1716
Aspiriant LLC
California
$286K +$19K +87 +6%
SWP
1717
Strategic Wealth Partners
Ohio
$285K +$10.9K +50 +3%
TIA
1718
Traphagen Investment Advisors
New Jersey
$284K +$26K +119 +9%
SCG
1719
Sonata Capital Group
Washington
$283K +$32.8K +150 +11%
AIIMS
1720
Analyst IMS Investment Management Services
Israel
$283K +$61.7K +282 +23%
FNBOO
1721
First National Bank of Omaha
Nebraska
$280K -$3.94K -18 -1%
SWIM
1722
Smallwood Wealth Investment Management
New Jersey
$280K +$43.8K +200 +16%
SMA
1723
Sage Mountain Advisors
Georgia
$280K +$3.28K +15 +1%
OL
1724
Optas LLC
Texas
$280K +$96.7K +442 +43%
HCM
1725
Hollencrest Capital Management
California
$279K +$254K +1,160 +396%

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.