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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
1776
Accurate Wealth Management
Florida
$257K -$7.88K -36 -3%
CWM
1777
Chemistry Wealth Management
New York
$256K
ASI
1778
Advisory Services & Investments
Oregon
$255K
SL
1779
Sentry LLC
Tennessee
$255K -$143K -655 -33%
MWP
1780
Meridian Wealth Partners
Pennsylvania
$255K +$3.72K +17 +1%
SA
1781
Strategic Advocates
Utah
$254K +$290K +1,326 New
AWC
1782
Abundance Wealth Counselors
Pennsylvania
$254K +$289K +1,323 New
EFL
1783
ERn Financial LLC
Wisconsin
$254K +$26.5K +121 +10%
CA
1784
Continuum Advisory
Idaho
$254K +$15.1K +69 +6%
IDBONY
1785
Israel Discount Bank of New York
New York
$254K -$18.2K -83 -6%
LF
1786
Lantz Financial
Illinois
$253K -$31.5K -144 -10%
CTI
1787
Community Trust & Investment
Kentucky
$253K +$14.7K +67 +5%
SC
1788
Schulhoff & Co
Ohio
$253K
WWP
1789
WR Wealth Planners
Missouri
$253K -$18.8K -86 -6%
NRG
1790
Nemes Rush Group
Michigan
$253K -$45.9K -210 -14%
OWA
1791
Opal Wealth Advisors
New York
$252K +$3.72K +17 +1%
FDDB
1792
Fidelity D&D Bancorp
Pennsylvania
$252K +$287K +1,313 New
ZF
1793
Zhang Financial
Michigan
$251K -$6.34K -29 -2%
FWP
1794
Falcon Wealth Planning
California
$251K -$7.66K -35 -3%
DC
1795
DeDora Capital
California
$251K
AF
1796
Affiance Financial
Minnesota
$251K -$5.47K -25 -2%
PCI
1797
Planning Center Inc
Illinois
$251K -$14.2K -65 -5%
AA
1798
Alesco Advisors
New York
$250K
AWM
1799
Accel Wealth Management
Iowa
$250K +$21.7K +99 +8%
SIM
1800
SSI Investment Management
California
$250K -$3.28K -15 -1%

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.