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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
AWM
1751
Angeles Wealth Management
California
$269K +$16.2K +74 +6%
GWM
1752
Gitterman Wealth Management
New Jersey
$268K -$3.28K -15 -1%
SDH
1753
Sloy Dahl & Holst
Washington
$267K
CMS
1754
Capital Market Strategies
Florida
$267K -$19.7K -90 -6%
SM
1755
Sciencast Management
New Jersey
$266K -$681K -3,113 -69%
BAM
1756
Bellevue Asset Management
Washington
$265K -$875 -4 -0.3%
LCM
1757
LVM Capital Management
Michigan
$265K -$16K -73 -5%
CBFP
1758
Cedar Brook Financial Partners
Ohio
$265K +$8.75K +40 +3%
TIA
1759
Tiemann Investment Advisors
California
$265K -$2.63K -12 -0.9%
AMR
1760
Asset Management Resources
Massachusetts
$264K -$6.78K -31 -2%
ST
1761
Spinnaker Trust
Maine
$264K
AWA
1762
Acorn Wealth Advisors
Michigan
$264K +$9.63K +44 +3%
UF
1763
Univest Financial
Pennsylvania
$263K -$64.5K -295 -18%
KCM
1764
Kathmere Capital Management
Pennsylvania
$263K +$300K +1,371 New
QI
1765
Qtron Investments
Massachusetts
$262K
YIA
1766
YHB Investment Advisors
Connecticut
$261K
PF
1767
Prosperitas Financial
California
$261K +$298K +1,360 New
VCM
1768
Virtue Capital Management
Tennessee
$260K
PWM
1769
Purus Wealth Management
California
$260K
BLAM
1770
Bourne Lent Asset Management
New York
$259K
RWMG
1771
Redwood Wealth Management Group
New Jersey
$258K
LSC
1772
Lesa Sroufe & Co
Washington
$258K -$3.94K -18 -1%
HCM
1773
Hengehold Capital Management
Ohio
$258K +$27.1K +124 +10%
MTWM
1774
Masso Torrence Wealth Management
New Jersey
$258K -$152K -695 -34%
BG
1775
Bahl & Gaynor
Ohio
$257K -$11.8K -54 -4%

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.