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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
CP
2026
Castleview Partners
Texas
$88.2K -$49.2K -225 -33%
CT
2027
Colonial Trust
South Carolina
$88.2K +$9.41K +43 +10%
MSFP
2028
Mark Sheptoff Financial Planning
Connecticut
$86.9K
WFA
2029
West Financial Advisors
Iowa
$86.8K
CWC
2030
Carolinas Wealth Consulting
North Carolina
$86.3K +$25.6K +117 +34%
TCPG
2031
Trivant Custom Portfolio Group
California
$86.3K
WAM
2032
WFA Asset Management
Wisconsin
$86.2K -$89K -407 -47%
CMA
2033
Cedar Mountain Advisors
Oregon
$85.9K -$43.8K -200 -31%
TAM
2034
Tucker Asset Management
Colorado
$84.1K +$1.97K +9 +2%
SFCL
2035
Strengthening Families & Communities LLC
Massachusetts
$81K -$43.3K -198 -32%
GWSA
2036
Global Wealth Strategies & Associates
Colorado
$80.3K +$2.41K +11 +3%
HB
2037
Horizon Bancorp
Indiana
$80K -$9.63K -44 -10%
MAWCM
2038
Mine & Arao Wealth Creation & Management
California
$79.5K
DFA
2039
DHJJ Financial Advisors
Illinois
$79.2K +$90.4K +413 New
RFA
2040
Resurgent Financial Advisors
Georgia
$78.2K -$875 -4 -1%
Bank Julius Baer & Co
2041
Bank Julius Baer & Co
Switzerland
$78K -$380K -1,736 -81%
GC
2042
Gould Capital
Washington
$77.4K
PB
2043
Pinnacle Bancorp
Nebraska
$77.1K
WAS
2044
Winch Advisory Services
Wisconsin
$77K -$875 -4 -1%
AWM
2045
Avondale Wealth Management
Texas
$76.7K -$43.8K -200 -33%
SA
2046
SRH Advisors
Kansas
$76.7K
SOW
2047
State of Wyoming
Wyoming
$76.3K -$24.1K -110 -22%
SWA
2048
Sutton Wealth Advisors
Florida
$75.7K +$7K +32 +9%
VWM
2049
Valley Wealth Managers
New Jersey
$74.4K
BWM
2050
Baystate Wealth Management
Massachusetts
$73.1K

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.