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
ZIM
1926
Zacks Investment Management
Illinois
$206K +$236K +1,077 New
CMI
1927
Clare Market Investments
Texas
$205K -$96.3K -440 -29%
CAM
1928
Cozad Asset Management
Illinois
$205K
LSIA
1929
LaSalle St. Investment Advisors
Illinois
$205K
SA
1930
Sunesis Advisors
Kansas
$205K +$233K +1,067 New
MAC
1931
Mason & Associates (California)
California
$204K +$233K +1,064 New
BWFA
1932
Baltimore-Washington Financial Advisors
Maryland
$203K +$3.28K +15 +1%
RFN
1933
Redwood Financial Network
Ohio
$202K -$46.8K -214 -17%
BPFA
1934
Barnes Pettey Financial Advisors
Mississippi
$202K
HAS
1935
Holland Advisory Services
Florida
$202K
WMA
1936
Wealth Management Associates
New Jersey
$202K
GWA
1937
GGM Wealth Advisors
Maryland
$201K -$5.69K -26 -2%
QT
1938
Quantbot Technologies
New York
$201K -$1.85M -8,469 -89%
AWA
1939
Aaron Wealth Advisors
Illinois
$201K -$33.7K -154 -13%
CBOR
1940
Community Bank of Raymore
Missouri
$201K
ESBC
1941
E.S. Barr & Co
Kentucky
$201K
MFC
1942
Mechanics Financial Corp
Ohio
$201K
RIS
1943
Retirement Income Solutions
Michigan
$201K
FZCM
1944
Flynn Zito Capital Management
New York
$201K -$10.9K -50 -5%
GC
1945
GFG Capital
Florida
$201K -$104K -475 -31%
M
1946
MOTCO
Texas
$200K
VCAM
1947
Van Cleef Asset Management
Ohio
$200K -$21.9K -100 -9%
TSWM
1948
Tyler-Stone Wealth Management
Ohio
$196K
HFS
1949
Hantz Financial Services
Michigan
$196K +$6.13K +28 +3%
LCM
1950
Leisure Capital Management
California
$194K -$2.19K -10 -1%

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.