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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
AWMNH
1826
Arcadia Wealth Management (New Hampshire)
New Hampshire
$242K
SFG
1827
StrategIQ Financial Group
Indiana
$241K +$3.28K +15 +1%
AWAG
1828
ARS Wealth Advisors Group
Florida
$240K +$274K +1,254 New
WFAG
1829
Worth Financial Advisory Group
North Carolina
$240K +$274K +1,253 New
VAG
1830
VisionPoint Advisory Group
Texas
$240K +$241K +1,102 +730%
OFS
1831
OneAscent Financial Services
Alabama
$239K +$273K +1,246 New
PWA
1832
Physician Wealth Advisors
Utah
$239K -$656 -3 -0.2%
ACH
1833
ArrowMark Colorado Holdings
Colorado
$239K
STB
1834
S&T Bank
Pennsylvania
$238K
FPGK
1835
Financial Partners Group (Kansas)
Kansas
$238K -$7K -32 -3%
FNBTCON
1836
First National Bank & Trust Co of Newtown
Pennsylvania
$237K
RGC
1837
Roberts, Glore & Co
Illinois
$237K
SIC
1838
Salem Investment Counselors
North Carolina
$237K -$7.88K -36 -3%
RPCA
1839
Running Point Capital Advisors
California
$237K
CWS
1840
Cypress Wealth Services
California
$237K -$21.9K -100 -7%
SFWC
1841
Strategic Family Wealth Counselors
New Jersey
$237K
JFA
1842
JNBA Financial Advisors
Minnesota
$237K +$4.38K +20 +2%
LSA
1843
L & S Advisors
California
$235K -$1.22M -5,566 -82%
PO
1844
Private Ocean
California
$234K -$438 -2 -0.2%
HWA
1845
Heritage Wealth Advisors
Virginia
$234K
LF
1846
Lee Financial
Texas
$234K
BHWM
1847
Bar Harbor Wealth Management
New Hampshire
$234K -$81.2K -371 -23%
BWM
1848
Baron Wealth Management
Michigan
$233K +$1.97K +9 +0.7%
FWTB
1849
First Western Trust Bank
Colorado
$233K -$6.56K -30 -2%
CWM
1850
Compass Wealth Management
Connecticut
$233K

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.