We are live on ! Find out more

1,902 hedge funds and large institutions have $45.8B invested in Boeing in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 744 increasing their positions, 801 reducing their positions, and 314 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.43% more ownership

Funds ownership: 54.69%57.12% (+2.4%)

6% less call options, than puts

Call options by funds: $4.72B | Put options by funds: $5.01B

7% less repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 801

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

12% less funds holding

Funds holding: 2,1511,902 (-249)

27% less capital invested

Capital invested by funds: $62.5B → $45.8B (-$16.7B)

69% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 314

Holders
1,902
Holders Change
-249
Holders Change %
-11.58%
% of All Funds
32.04%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
97
Increased
744
Reduced
801
Closed
314
Calls
$4.72B
Puts
$5.01B
Net Calls
-$291M
Net Calls Change
+$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1876
Bay Harbor Wealth Management
Maryland
$4K
CYG
1877
Clean Yield Group
Vermont
$4K
CT
1878
Clearstead Trust
Maine
$4K
SFA
1879
Semmax Financial Advisors
North Carolina
$4K
ARIS
1880
Advanced Research Investment Solutions
California
$3K
FBT
1881
First Bank & Trust
South Dakota
$3K
DI
1882
Disciplined Investments
Oklahoma
$3K +$295 +2 +11%
HFA
1883
HC Financial Advisors
California
$3K +$2.21K +15 +150%
KFAA
1884
Klaas Financial Asset Advisors
Illinois
$3K +$3.25K +22 New
CAM
1885
Close Asset Management
United Kingdom
$3K +$3.69K +25 New
BRWM
1886
B. Riley Wealth Management
Tennessee
$2.33K -$1.93M -13,059 -43%
AA
1887
AlphaMark Advisors
Kentucky
$2K
CWA
1888
Carolina Wealth Advisors
South Carolina
$2K
IA
1889
IFS Advisors
Kansas
$2K
KFP
1890
KB Financial Partners
New Jersey
$2K
SC
1891
Schubert & Co
Texas
$2K +$1.03K +7 +78%
RWML
1892
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.37K
EAM
1893
Eukles Asset Management
Ohio
$1K
ICM
1894
Islay Capital Management
Texas
$1K
TWP
1895
TFO Wealth Partners
Ohio
$1K +$738 +5 New
IAIM
1896
International Assets Investment Management
Florida
$947 -$223K -1,510 -18%
FGAM
1897
Financial Gravity Asset Management
Texas
$553 +$401K +2,717 +216%
MGIM
1898
M&G Investment Management
United Kingdom
$222 +$4.72K +32 +2%
RDIA
1899
RE Dickinson Investment Advisors
Iowa
$16
O
1900
Ossiam
France
-$105M -546,100 Closed

BA Hedge Fund Activity: Q2 2022 in Review

1,902 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q2 2022, worth a combined $45.8B — down 27% from $62.5B a quarter earlier.

Sellers outnumbered buyers: 314 funds closed out of BA and 97 opened new positions — a net loss of 217 holders — while 801 trimmed existing stakes and 744 added.

The largest buyer was Capital World Investors, adding an estimated $667M. The largest seller was Bank of Montreal, cutting an estimated $305M.

  • 1,902 institutional investors held Boeing (BA) as of Q2 2022, down from 2,151 in Q1 2022.
  • Funds reported $45.8B of Boeing stock for Q2 2022, down 27% quarter-over-quarter.
  • 97 funds opened new Boeing positions in Q2 2022 and 314 closed out, a net change of -217 holders.
  • The largest Boeing buyer in Q2 2022 was Capital World Investors, an estimated $667M added.
  • The largest Boeing seller in Q2 2022 was Bank of Montreal, an estimated $305M sold.

Based on aggregated 13F filings for Q2 2022.