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1,828 hedge funds and large institutions have $41B invested in Boeing in 2022 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 740 increasing their positions, 685 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 740 | Existing positions reduced: 685

0.13% more ownership

Funds ownership: 57.12%57.25% (+0.13%)

4% less funds holding

Funds holding: 1,9011,828 (-73)

10% less capital invested

Capital invested by funds: $45.8B → $41B (-$4.77B)

12% less call options, than puts

Call options by funds: $3.35B | Put options by funds: $3.81B

14% less funds holding in top 10

Funds holding in top 10: 2925 (-4)

29% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 146

Holders
1,828
Holders Change
-73
Holders Change %
-3.84%
% of All Funds
31.49%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.43%
New
104
Increased
740
Reduced
685
Closed
146
Calls
$3.35B
Puts
$3.81B
Net Calls
-$458M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
1876
Diametric Capital
Massachusetts
-$381K -2,787 Closed
BWM
1877
Buckley Wealth Management
Nevada
-$370K -2,708 Closed
CA
1878
Calton & Associates
Florida
-$349K -2,552 Closed
DCM
1879
Donaldson Capital Management
Indiana
-$329K -2,405 Closed
FBFS
1880
First Business Financial Services
Wisconsin
-$303K -2,218 Closed
CSA
1881
Cottage Street Advisors
Massachusetts
-$280K -2,045 Closed
RMDI
1882
R.M. Davis Inc
Maine
-$270K -1,977 Closed
LIA
1883
LBMC Investment Advisors
Tennessee
-$265K -1,936 Closed
AMCA
1884
Arthur M. Cohen & Associates
Illinois
-$349K -1,825 Closed
CWM
1885
Chemistry Wealth Management
New York
-$246K -1,800 Closed
CCM
1886
Chilton Capital Management
Texas
-$245K -1,789 Closed
CTI
1887
Community Trust & Investment
Kentucky
-$239K -1,750 Closed
CCM
1888
Carlson Capital Management
Minnesota
-$239K -1,746 Closed
ML
1889
McAdam LLC
Pennsylvania
-$238K -1,738 Closed
BWFA
1890
Baltimore-Washington Financial Advisors
Maryland
-$232K -1,703 Closed
PCM
1891
Prelude Capital Management
New York
-$232K -1,700 Closed
ZIM
1892
Zacks Investment Management
Illinois
-$230K -1,684 Closed
ISB
1893
Iowa State Bank
Iowa
-$227K -1,660 Closed
TA
1894
TrueWealth Advisors
Alabama
-$225K -1,648 Closed
BMC
1895
Benin Management Corp
Connecticut
-$224K -1,638 Closed
PFG
1896
Pinnacle Financial Group
Illinois
-$224K -1,635 Closed
BCA
1897
Bay Colony Advisors
Massachusetts
-$260K -1,634 Closed
DA
1898
Drake & Associates
Wisconsin
-$223K -1,634 Closed
MYIA
1899
Mount Yale Investment Advisors
Colorado
-$222K -1,622 Closed
MGIM
1900
M&G Investment Management
United Kingdom
-$222 -1,621 Closed

BA Hedge Fund Activity: Q3 2022 in Review

1,828 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q3 2022, worth a combined $41B — down 10% from $45.8B a quarter earlier.

Sellers outnumbered buyers: 146 funds closed out of BA and 104 opened new positions — a net loss of 42 holders — while 685 trimmed existing stakes and 740 added.

The largest buyer was Capital World Investors, adding an estimated $443M. The largest seller was Bank of Montreal, cutting an estimated $305M.

  • 1,828 institutional investors held Boeing (BA) as of Q3 2022, down from 1,901 in Q2 2022.
  • Funds reported $41B of Boeing stock for Q3 2022, down 10% quarter-over-quarter.
  • 104 funds opened new Boeing positions in Q3 2022 and 146 closed out, a net change of -42 holders.
  • The largest Boeing buyer in Q3 2022 was Capital World Investors, an estimated $443M added.
  • The largest Boeing seller in Q3 2022 was Bank of Montreal, an estimated $305M sold.

Based on aggregated 13F filings for Q3 2022.