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2,227 hedge funds and large institutions have $77.9B invested in Boeing in 2023 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 801 increasing their positions, 864 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 107

2% more funds holding

Funds holding: 2,1902,227 (+37)

1% more capital invested

Capital invested by funds: $77.4B → $77.9B (+$525M)

0.48% more ownership

Funds ownership: 60.93%61.41% (+0.48%)

7% less repeat investments, than reductions

Existing positions increased: 801 | Existing positions reduced: 864

20% less funds holding in top 10

Funds holding in top 10: 6653 (-13)

23% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $6.12B

Holders
2,227
Holders Change
+37
Holders Change %
+1.69%
% of All Funds
34.97%
Holding in Top 10
53
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.7%
% of All Funds
0.83%
New
162
Increased
801
Reduced
864
Closed
107
Calls
$4.73B
Puts
$6.12B
Net Calls
-$1.39B
Net Calls Change
+$72.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
2051
Paradigm Asset Management
New York
$101K -$710K -3,420 -88%
FMTCOCP
2052
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$99K +$6.86K +33 +8%
BG
2053
Bollard Group
Massachusetts
$99K +$9.35K +45 +11%
IAS
2054
IMA Advisory Services
Colorado
$98.6K
PCFFS
2055
Pacific Center for Financial Services
California
$98K
HB
2056
Horizon Bancorp
Indiana
$97K +$89.3K +430 +1,433%
WFA
2057
West Financial Advisors
Iowa
$95.7K +$4.15K +20 +5%
TCPG
2058
Trivant Custom Portfolio Group
California
$95K +$41.5K +200 +80%
TAM
2059
Tucker Asset Management
Colorado
$90.8K -$20.8K -100 -19%
MS
2060
Mizuho Securities
Japan
$88.7K -$422K -2,030 -83%
CT
2061
Colonial Trust
South Carolina
$88.1K +$30.3K +146 +54%
MAWCM
2062
Mine & Arao Wealth Creation & Management
California
$87.6K
OA
2063
Operose Advisors
Wisconsin
$87.4K
GC
2064
Gould Capital
Washington
$87K -$20.8K -100 -20%
RFA
2065
Resurgent Financial Advisors
Georgia
$87K +$623 +3 +0.7%
MSFP
2066
Mark Sheptoff Financial Planning
Connecticut
$86.9K
GWSA
2067
Global Wealth Strategies & Associates
Colorado
$86.2K
WAS
2068
Winch Advisory Services
Wisconsin
$86K -$4.15K -20 -5%
SA
2069
SRH Advisors
Kansas
$85K
PB
2070
Pinnacle Bancorp
Nebraska
$84.9K
VWM
2071
Valley Wealth Managers
New Jersey
$81.9K
BWM
2072
Baystate Wealth Management
Massachusetts
$80.6K -$4.78K -23 -6%
DWMG
2073
DB Wealth Management Group
California
$80.2K
KFS
2074
Kelly Financial Services
Massachusetts
$80.1K
CWP
2075
Concord Wealth Partners
Virginia
$79.2K

BA Hedge Fund Activity: Q2 2023 in Review

2,227 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q2 2023, worth a combined $77.9B — up 0.68% from $77.4B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new BA positions and 107 closed out — a net gain of 55 holders — while 801 added to existing stakes and 864 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $236M. The largest seller was Newport Trust Company, cutting an estimated $1.26B.

  • 2,227 institutional investors held Boeing (BA) as of Q2 2023, up from 2,190 in Q1 2023.
  • Funds reported $77.9B of Boeing stock for Q2 2023, up 0.68% quarter-over-quarter.
  • 162 funds opened new Boeing positions in Q2 2023 and 107 closed out, a net change of +55 holders.
  • The largest Boeing buyer in Q2 2023 was Susquehanna International Group, an estimated $236M added.
  • The largest Boeing seller in Q2 2023 was Newport Trust Company, an estimated $1.26B sold.

Based on aggregated 13F filings for Q2 2023.