We are live on ! Find out more

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
RA
1901
Rational Advisors
New York
$212K -$159K -725 -40%
GSC
1902
Grey Street Capital
Illinois
$212K
HI
1903
Hudock Inc
Pennsylvania
$212K -$31.5K -144 -12%
MC
1904
Miramar Capital
Illinois
$211K -$32.8K -150 -12%
RPWA
1905
Regent Peak Wealth Advisors
Georgia
$211K +$5.03K +23 +2%
CRI
1906
Colonial River Investments
Virginia
$211K -$103K -473 -30%
AAG
1907
Armstrong Advisory Group
Massachusetts
$211K -$1.97K -9 -0.8%
NJBEST
1908
New Jersey Better Educational Savings Trust
New Jersey
$211K
BC
1909
Bridgefront Capital
Texas
$211K -$250K -1,143 -51%
APWA
1910
Atlas Private Wealth Advisors
New Jersey
$210K -$70.5K -322 -23%
AMCA
1911
Arthur M. Cohen & Associates
Illinois
$210K -$32.8K -150 -12%
CSA
1912
Cottage Street Advisors
Massachusetts
$209K -$4.81K -22 -2%
GFG
1913
Goldstone Financial Group
Illinois
$209K +$8.1K +37 +4%
LIA
1914
LBMC Investment Advisors
Tennessee
$209K -$49.2K -225 -17%
AC
1915
Annandale Capital
Texas
$209K
PFM
1916
Peak Financial Management
Massachusetts
$209K +$238K +1,090 New
CFSG
1917
Clark Financial Services Group
Missouri
$208K
WA
1918
WESPAC Advisors
California
$208K
NHT
1919
New Hampshire Trust
New Hampshire
$208K
WP
1920
WealthShield Partners
North Carolina
$207K -$10.9K -50 -4%
OHWP
1921
Oak Harbor Wealth Partners
North Carolina
$207K
CFC
1922
Coyle Financial Counsel
Illinois
$206K -$1.09K -5 -0.5%
WFI
1923
West Family Investments
California
$206K
TWM
1924
Tolleson Wealth Management
Texas
$206K
AUB
1925
Atlantic Union Bankshares
Virginia
$206K +$7.88K +36 +3%

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.