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2,227 hedge funds and large institutions have $77.9B invested in Boeing in 2023 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 801 increasing their positions, 864 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 107

2% more funds holding

Funds holding: 2,1902,227 (+37)

1% more capital invested

Capital invested by funds: $77.4B → $77.9B (+$525M)

0.48% more ownership

Funds ownership: 60.93%61.41% (+0.48%)

7% less repeat investments, than reductions

Existing positions increased: 801 | Existing positions reduced: 864

20% less funds holding in top 10

Funds holding in top 10: 6653 (-13)

23% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $6.12B

Holders
2,227
Holders Change
+37
Holders Change %
+1.69%
% of All Funds
34.97%
Holding in Top 10
53
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.7%
% of All Funds
0.83%
New
162
Increased
801
Reduced
864
Closed
107
Calls
$4.73B
Puts
$6.12B
Net Calls
-$1.39B
Net Calls Change
+$72.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
1826
Guardian Wealth Advisors (North Carolina)
North Carolina
$255K +$25.6K +123 +11%
BWM
1827
Baron Wealth Management
Michigan
$255K +$1.25K +6 +0.5%
AWM
1828
Altus Wealth Management
Kentucky
$255K
AIIMS
1829
Analyst IMS Investment Management Services
Israel
$255K +$250K +1,204 New
HWA
1830
HHM Wealth Advisors
Tennessee
$255K +$49.9K +240 +25%
AWM
1831
Accel Wealth Management
Iowa
$255K +$4.99K +24 +2%
THL
1832
Tillman Hartley LLC
Colorado
$254K
AWA
1833
Aaron Wealth Advisors
Illinois
$254K +$21.6K +104 +9%
EFL
1834
ERn Financial LLC
Wisconsin
$254K -$208 -1 -0.1%
HFS
1835
Heritage Financial Services
Massachusetts
$253K -$62.3K -300 -20%
AFM
1836
Armstrong Fleming & Moore
District of Columbia
$253K +$249K +1,200 New
BOSSRA
1837
B.O.S.S. Retirement Advisors
Utah
$250K -$156K -752 -39%
VBWMG
1838
Von Berge Wealth Management Group
California
$249K
BW
1839
BIP Wealth
Georgia
$249K -$19.3K -93 -7%
IW
1840
Imprint Wealth
South Carolina
$248K +$43.8K +211 +22%
RS
1841
Retirement Solution
Washington
$248K -$32.8K -158 -12%
AWA
1842
Amplius Wealth Advisors
Pennsylvania
$247K
CA
1843
Claro Advisors
Massachusetts
$247K +$9.35K +45 +4%
FCA
1844
FinTrust Capital Advisors
South Carolina
$246K -$208 -1 -0.1%
AOWM
1845
Alpha Omega Wealth Management
Virginia
$246K -$3.74K -18 -2%
HFG
1846
Heron Financial Group
New York
$246K -$2.08K -10 -0.9%
PCP
1847
Proficio Capital Partners
Massachusetts
$246K +$28.3K +136 +13%
CAMG
1848
CWA Asset Management Group
Florida
$246K -$9.76K -47 -4%
FNC
1849
First National Corp
Massachusetts
$245K
DMBA
1850
Deseret Mutual Benefit Administrators
Utah
$245K -$59.4K -286 -20%

BA Hedge Fund Activity: Q2 2023 in Review

2,227 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q2 2023, worth a combined $77.9B — up 0.68% from $77.4B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new BA positions and 107 closed out — a net gain of 55 holders — while 801 added to existing stakes and 864 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $236M. The largest seller was Newport Trust Company, cutting an estimated $1.26B.

  • 2,227 institutional investors held Boeing (BA) as of Q2 2023, up from 2,190 in Q1 2023.
  • Funds reported $77.9B of Boeing stock for Q2 2023, up 0.68% quarter-over-quarter.
  • 162 funds opened new Boeing positions in Q2 2023 and 107 closed out, a net change of +55 holders.
  • The largest Boeing buyer in Q2 2023 was Susquehanna International Group, an estimated $236M added.
  • The largest Boeing seller in Q2 2023 was Newport Trust Company, an estimated $1.26B sold.

Based on aggregated 13F filings for Q2 2023.