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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
WIC
1851
Woodmont Investment Counsel
Tennessee
$233K
IPW
1852
Invictus Private Wealth
Colorado
$233K +$265K +1,213 New
AT
1853
Arvest Trust
Oklahoma
$232K +$20.6K +94 +8%
EB
1854
Exchange Bank
California
$232K -$1.24M -5,650 -82%
AWM
1855
Altus Wealth Management
Kentucky
$232K
BFG
1856
Beacon Financial Group
Texas
$231K -$117K -537 -34%
DIP
1857
DT Investment Partners
Pennsylvania
$231K -$21.9K -100 -8%
BIG
1858
Builder Investment Group
Georgia
$231K -$4.38K -20 -2%
THL
1859
Tillman Hartley LLC
Colorado
$231K
KA
1860
Kozak & Associates
Colorado
$230K -$40K -183 -13%
HFS
1861
Heritage Financial Services
Massachusetts
$230K +$438 +2 +0.2%
NFG
1862
Nadler Financial Group
Illinois
$230K -$15.1K -69 -5%
AFM
1863
Armstrong Fleming & Moore
District of Columbia
$230K
CFP
1864
Curran Financial Partners
South Carolina
$229K +$21.7K +99 +9%
AA
1865
Addison Advisors
Vermont
$228K +$8.97K +41 +4%
IGGA
1866
Iron Gate Global Advisors
Utah
$228K -$36.1K -165 -12%
HIS
1867
Horizon Investment Services
Indiana
$227K -$10.9K -50 -4%
WA
1868
Wambolt & Associates
Colorado
$226K +$33.7K +154 +15%
RS
1869
Retirement Solution
Washington
$225K -$219 -1 -0.1%
AWA
1870
Amplius Wealth Advisors
Pennsylvania
$223K -$1.97K -9 -0.8%
HWP
1871
Heritage Wealth Partners
Ohio
$222K +$1.53K +7 +0.6%
FNC
1872
First National Corp
Massachusetts
$222K
CWA
1873
Canvas Wealth Advisors
Kansas
$222K -$43.3K -198 -14%
AA
1874
Aire Advisors
California
$221K
BFO
1875
Biltmore Family Office
North Carolina
$221K

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.