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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
IWN
1801
Independent Wealth Network
Iowa
$250K -$59.7K -273 -17%
WOSD
1802
WFA of San Diego
California
$250K -$3.94K -18 -1%
CVM
1803
Cheviot Value Management
California
$250K -$3.28K -15 -1%
PFG
1804
Pinnacle Financial Group
Illinois
$250K
ASA
1805
Armstrong Shaw Associates
Connecticut
$249K
CC
1806
Constitution Capital
Connecticut
$249K
BRM
1807
Boston Research & Management
Massachusetts
$249K
SL
1808
Salomon & Ludwin
Virginia
$249K
AWC
1809
Adamsbrown Wealth Consultants
Kansas
$249K -$10.9K -50 -4%
GFL
1810
Granite FO LLC
New Hampshire
$248K -$25.2K -115 -8%
HWA
1811
HHM Wealth Advisors
Tennessee
$247K +$18.2K +83 +7%
FCP
1812
Fidelis Capital Partners
Florida
$247K -$61K -279 -18%
SWP
1813
Semus Wealth Partners
Florida
$247K -$2.84K -13 -1%
HCMG
1814
Howard Capital Management Group
California
$246K
CA
1815
Claro Advisors
Massachusetts
$246K +$24.7K +113 +10%
TCM
1816
Towercrest Capital Management
Pennsylvania
$246K +$8.75K +40 +3%
AL
1817
ADE LLC
Maryland
$244K
REMPR
1818
Roof Eidam Maycock Peralta (REMP)
California
$244K +$875 +4 +0.3%
UWPG
1819
Ullmann Wealth Partners Group
Florida
$244K +$58.4K +267 +27%
RMCM
1820
Reynders McVeigh Capital Management
Massachusetts
$244K -$17.7K -81 -6%
BMWM
1821
Brown Miller Wealth Management
Virginia
$244K
QCIG
1822
Quad-Cities Investment Group
Iowa
$243K -$87.5K -400 -24%
AFG
1823
AFS Financial Group
Maryland
$243K -$21.9K -100 -7%
MA
1824
MCF Advisors
Kentucky
$243K
JSW
1825
Journey Strategic Wealth
New Jersey
$243K -$4.81K -22 -2%

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.