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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
CAM
1976
Costello Asset Management
Pennsylvania
$154K +$14.2K +65 +9%
NCM
1977
Northwest Capital Management
Oregon
$153K
CAM
1978
Close Asset Management
United Kingdom
$152K
RMC
1979
Resources Management Corp
Connecticut
$149K
PP
1980
PFS Partners
New Jersey
$147K
ECM
1981
Elgethun Capital Management
South Dakota
$146K
HIIFS
1982
Harel Insurance Investments & Financial Services
Israel
$142K +$10.3K +47 +7%
TFM
1983
TFC Financial Management
Massachusetts
$141K
TF
1984
Tompkins Financial
New York
$141K
FMP
1985
Financial Management Professionals
Texas
$141K
PWMG
1986
Provence Wealth Management Group
California
$140K -$166K -757 -51%
CFD
1987
Creative Financial Designs
Indiana
$140K +$14.2K +65 +10%
LTI
1988
Laffer Tengler Investments
Tennessee
$138K
CFS
1989
CGC Financial Services
Oregon
$138K -$3.06K -14 -2%
HFS
1990
HBC Financial Services
Washington
$137K
HFM
1991
Harvest Fund Management
China
$136K -$256K -1,172 -62%
CCP
1992
Carmel Capital Partners
California
$136K +$120K +549 +343%
SWM
1993
Sanctuary Wealth Management
Idaho
$135K +$15.3K +70 +11%
OCM
1994
Osterweis Capital Management
California
$134K
JFGIW
1995
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$134K -$26.3K -120 -15%
FWM
1996
Focused Wealth Management
New York
$127K +$12K +55 +9%
CCM
1997
Chilton Capital Management
Texas
$124K
CCMW
1998
Cypress Capital Management (Wyoming)
Wyoming
$123K
GWMIA
1999
Global Wealth Management Investment Advisory
Florida
$123K -$4.59K -21 -3%
FPF
2000
First Pacific Financial
Washington
$122K -$2.19K -10 -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.