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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
BWP
2001
Baldwin Wealth Partners
Massachusetts
$121K
RW
2002
RVW Wealth
California
$112K +$128K +585 New
CBT
2003
CoreFirst Bank & Trust
Kansas
$111K
WTG
2004
West Tower Group
Virginia
$110K +$123K +564 +5,127%
MLA
2005
MB, Levis & Associates
Pennsylvania
$110K
SGC
2006
Slocum, Gordon & Co
Rhode Island
$109K -$59.7K -273 -32%
IAS
2007
IMA Advisory Services
Colorado
$109K +$21.9K +100 +21%
BWS
2008
Buck Wealth Strategies
Colorado
$107K +$120K +550 +5,500%
SOS
2009
Silver Oak Securities
Tennessee
$107K +$123K +560 New
DAM
2010
Delta Asset Management
Tennessee
$107K +$9.85K +45 +9%
BSB
2011
Bangor Savings Bank
Maine
$105K -$25.2K -115 -17%
TCA
2012
Trifecta Capital Advisors
Illinois
$104K
SWM
2013
Sugarloaf Wealth Management
Georgia
$103K
LCM
2014
Logan Capital Management
Pennsylvania
$102K
ACM
2015
Antonetti Capital Management
Florida
$101K -$438 -2 -0.4%
GKIM
2016
GW&K Investment Management
Massachusetts
$99K +$71.3K +326 +173%
TFGT
2017
TS Financial Group (TSFG)
Illinois
$96K
DWA
2018
Dougherty Wealth Advisers
Minnesota
$95.6K
FGA
2019
Fortis Group Advisors
New Jersey
$95.3K +$109K +497 New
FAM
2020
Flaharty Asset Management
Florida
$93.7K +$107K +489 New
PAM
2021
Paradigm Asset Management
New York
$92K
RFG
2022
RFP Financial Group
Georgia
$91K -$11.8K -54 -10%
GBT
2023
Grove Bank & Trust
Florida
$90.1K -$24.5K -112 -19%
FMTCOCP
2024
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$90K
PCFFS
2025
Pacific Center for Financial Services
California
$89.9K +$1.09K +5 +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.