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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
WAM
1901
WNY Asset Management
New York
-$224K -1,620 Closed
HFS
1902
Heritage Financial Services
Massachusetts
-$220K -1,616 Closed
MAA
1903
Matrix Asset Advisors
New York
-$220K -1,612 Closed
PAM
1904
Palisade Asset Management
Minnesota
-$219K -1,604 Closed
RCWM
1905
Royal Capital Wealth Management
Indiana
-$219K -1,600 Closed
BMO
1906
Beck Mack & Oliver
New York
-$218K -1,594 Closed
FEM
1907
Fulcrum Equity Management
Texas
-$216K -1,581 Closed
WDL
1908
Well Done LLC
Michigan
-$216K -1,581 Closed
DOA
1909
D'Orazio & Associates
Virginia
-$216K -1,578 Closed
BSA
1910
Bull Street Advisors
Georgia
-$216K -1,577 Closed
BWM
1911
BCS Wealth Management
Tennessee
-$216K -1,576 Closed
PMG
1912
ProVise Management Group
Florida
-$215K -1,575 Closed
STB
1913
S&T Bank
Pennsylvania
-$215K -1,573 Closed
SC
1914
Schulhoff & Co
Ohio
-$214K -1,570 Closed
SIM
1915
Sadoff Investment Management
Wisconsin
-$212K -1,550 Closed
GAG
1916
GM Advisory Group
New York
-$210K -1,538 Closed
YIA
1917
YHB Investment Advisors
Connecticut
-$210K -1,535 Closed
FG
1918
Foster Group
Iowa
-$209K -1,531 Closed
CPA
1919
Court Place Advisors
Maryland
-$209K -1,530 Closed
ACG
1920
Allen Capital Group
Nebraska
-$208K -1,520 Closed
CWS
1921
Cypress Wealth Services
California
-$206K -1,507 Closed
BC
1922
Bridgefront Capital
Texas
-$205K -1,503 Closed
CNWM
1923
Clay Northam Wealth Management
California
-$205K -1,501 Closed
CI
1924
CX Institutional
Indiana
-$205K -1,501 Closed
TA
1925
Trellis Advisors
Washington
-$205K -1,501 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.