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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
SAA
1876
Southeast Asset Advisors
Georgia
$221K +$656 +3 +0.3%
PCP
1877
Proficio Capital Partners
Massachusetts
$221K -$2.19K -10 -0.9%
SW
1878
Simplicity Wealth
New Jersey
$221K -$20.1K -92 -7%
FCM
1879
Firestone Capital Management
Florida
$221K
TDC
1880
Thompson Davis & Co
Virginia
$220K -$16.4K -75 -6%
CB
1881
Community Bank
New York
$220K
FFS
1882
Founders Financial Securities
Maryland
$220K +$10.3K +47 +4%
LWP
1883
LMG Wealth Partners
Louisiana
$220K
MA
1884
MJP Associates
Connecticut
$220K +$6.13K +28 +3%
ACS
1885
Archford Capital Strategies
Illinois
$219K -$19K -87 -7%
E
1886
ETFidea
New York
$218K
MAA
1887
Matrix Asset Advisors
New York
$218K -$87.5K -400 -26%
FTC
1888
Farmers Trust Company
Ohio
$218K
MWM
1889
MinichMacGregor Wealth Management
New York
$217K
GFA
1890
Gallagher Fiduciary Advisors
Illinois
$217K +$875 +4 +0.4%
MIS
1891
Morningstar Investment Services
Illinois
$216K +$248K +1,132 New
V
1892
VeraBank
Texas
$215K
CFFP
1893
Center for Financial Planning
Michigan
$215K
PCMM
1894
Piedmont Capital Management (Montana)
Montana
$214K +$244K +1,115 New
PA
1895
Perennial Advisors
New York
$214K -$4.81K -22 -2%
MAM
1896
Meeder Asset Management
Ohio
$214K +$30.9K +141 +14%
SIS
1897
Sound Income Strategies
Florida
$214K +$58.6K +268 +32%
BI
1898
Bramshill Investments
Florida
$213K +$243K +1,112 New
EWS
1899
Evergreen Wealth Solutions
Pennsylvania
$213K +$243K +1,112 New
JF
1900
JSF Financial
California
$212K -$3.72K -17 -2%

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.