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2,190 hedge funds and large institutions have $77.4B invested in Boeing in 2023 Q1 according to their latest regulatory filings, with 220 funds opening new positions, 748 increasing their positions, 868 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 116

13% more capital invested

Capital invested by funds: $68.3B → $77.4B (+$9.05B)

3% more funds holding

Funds holding: 2,1322,190 (+58)

1.81% more ownership

Funds ownership: 59.12%60.93% (+1.8%)

2% more funds holding in top 10

Funds holding in top 10: 6566 (+1)

14% less repeat investments, than reductions

Existing positions increased: 748 | Existing positions reduced: 868

23% less call options, than puts

Call options by funds: $4.87B | Put options by funds: $6.33B

Holders
2,190
Holders Change
+58
Holders Change %
+2.72%
% of All Funds
34.9%
Holding in Top 10
66
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.54%
% of All Funds
1.05%
New
220
Increased
748
Reduced
868
Closed
116
Calls
$4.87B
Puts
$6.33B
Net Calls
-$1.46B
Net Calls Change
-$794M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
151
Moore Capital Management
New York
$25.9M +$6.7M +32,231 +36%
Squarepoint
152
Squarepoint
New York
$25.8M -$8.93M -42,987 -26%
CCP
153
Clough Capital Partners
Massachusetts
$25.7M -$6.82M -32,830 -21%
SCM
154
Silvant Capital Management
Georgia
$25.7M -$431K -2,072 -2%
HC
155
Henshaw Capital
Massachusetts
$25.6M
KA
156
KLCM Advisors
Wisconsin
$25.6M -$593K -2,855 -2%
DADC
157
D.A. Davidson & Co
Montana
$25.6M -$920K -4,430 -4%
TPSF
158
Texas Permanent School Fund
Texas
$24.9M +$7.83M +37,669 +47%
GF
159
Gabelli Funds
New York
$24.7M +$742K +3,570 +3%
UB
160
UMB Bank
Missouri
$24.4M -$636K -3,060 -3%
AF
161
Ally Financial
Michigan
$24.2M
Teacher Retirement System of Texas
162
Teacher Retirement System of Texas
Texas
$23.8M +$7.91M +38,092 +52%
WA
163
Watchtower Advisors
Connecticut
$23.7M
PAG
164
Private Advisor Group
New Jersey
$23.7M +$301K +1,447 +1%
Daiwa Securities Group
165
Daiwa Securities Group
Japan
$23.5M +$2.03M +9,747 +10%
BS
166
Banco Santander
Spain
$23.2M -$2.33M -11,213 -9%
ADEF
167
Adams Diversified Equity Fund
Maryland
$22.5M +$5.55M +26,700 +34%
SI
168
Stephens Inc
Arkansas
$22.5M -$158K -760 -0.7%
CAN
169
Cetera Advisor Networks
California
$22.5M +$81.2K +391 +0.4%
TAM
170
Tocqueville Asset Management
New York
$22.5M +$138K +665 +0.6%
MAM
171
Mark Asset Management
New York
$22.3M +$4.07M +19,598 +23%
KAS
172
Kestra Advisory Services
Texas
$22.3M -$1.96M -9,441 -8%
SAM
173
Scopus Asset Management
New York
$22.2M +$21.7M +104,610 New
M&T Bank
174
M&T Bank
New York
$22.1M -$1.21M -5,833 -5%
CIM
175
Chiron Investment Management
New York
$21.8M +$21.3M +102,621 New

BA Hedge Fund Activity: Q1 2023 in Review

2,190 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2023, worth a combined $77.4B — up 13% from $68.3B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new BA positions and 116 closed out — a net gain of 104 holders — while 748 added to existing stakes and 868 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $825M. The largest seller was Newport Trust Company, cutting an estimated $755M.

  • 2,190 institutional investors held Boeing (BA) as of Q1 2023, up from 2,132 in Q4 2022.
  • Funds reported $77.4B of Boeing stock for Q1 2023, up 13% quarter-over-quarter.
  • 220 funds opened new Boeing positions in Q1 2023 and 116 closed out, a net change of +104 holders.
  • The largest Boeing buyer in Q1 2023 was Fisher Asset Management, an estimated $825M added.
  • The largest Boeing seller in Q1 2023 was Newport Trust Company, an estimated $755M sold.

Based on aggregated 13F filings for Q1 2023.