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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
BCP
1876
Berkeley Capital Partners
Georgia
$235K +$14.5K +70 +7%
AAG
1877
Armstrong Advisory Group
Massachusetts
$234K +$15.6K +75 +7%
BWM
1878
BerganKDV Wealth Management
Minnesota
$234K -$39.1K -188 -14%
GSC
1879
Grey Street Capital
Illinois
$234K +$230K +1,106 New
GIA
1880
GHP Investment Advisors
Colorado
$233K -$56.5K -272 -22%
FFS
1881
Founders Financial Securities
Maryland
$232K -$8.1K -39 -3%
NJBEST
1882
New Jersey Better Educational Savings Trust
New Jersey
$232K
FZCM
1883
Flynn Zito Capital Management
New York
$232K
CCT
1884
Capital City Trust
Florida
$232K +$228K +1,097 New
CFP
1885
Curran Financial Partners
South Carolina
$231K +$227K +1,095 New
TCM
1886
Telos Capital Management
California
$231K -$2.49K -12 -1%
AC
1887
Annandale Capital
Texas
$230K +$227K +1,092 New
CFSG
1888
Clark Financial Services Group
Missouri
$229K
WA
1889
WESPAC Advisors
California
$229K +$226K +1,086 New
NHT
1890
New Hampshire Trust
New Hampshire
$229K -$4.57K -22 -2%
CFC
1891
Coyle Financial Counsel
Illinois
$228K +$1.04K +5 +0.5%
AP
1892
Arlington Partners
Alabama
$228K -$10.4K -50 -4%
RPWA
1893
Regent Peak Wealth Advisors
Georgia
$228K +$4.36K +21 +2%
OHWP
1894
Oak Harbor Wealth Partners
North Carolina
$228K
WFI
1895
West Family Investments
California
$227K +$224K +1,076 New
TWM
1896
Tolleson Wealth Management
Texas
$227K
CAM
1897
Cozad Asset Management
Illinois
$226K -$28K -135 -11%
LSIA
1898
LaSalle St. Investment Advisors
Illinois
$226K
CAG
1899
Curtis Advisory Group
California
$223K -$59.6K -287 -21%
AFT
1900
Alpha Family Trust
California
$223K

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.