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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
DWMG
2051
DB Wealth Management Group
California
$72.8K
KFS
2052
Kelly Financial Services
Massachusetts
$72.7K
HBW
2053
Hazlett, Burt & Watson
West Virginia
$72K
CWP
2054
Concord Wealth Partners
Virginia
$71.9K
JFG
2055
JDM Financial Group
Texas
$70.9K
AGWCA
2056
Annis Gardner Whiting Capital Advisors
Florida
$70K +$79.9K +365 New
MS
2057
Mizuho Securities
Japan
$69K -$13.1K -60 -14%
OLVIG
2058
Oliver Lagore Vanvalin Investment Group
Michigan
$68.8K +$1.31K +6 +2%
AWM
2059
Activest Wealth Management
Florida
$66.1K +$21.4K +98 +40%
SHIM
2060
Stone House Investment Management
Pennsylvania
$63.8K +$7.88K +36 +12%
LWANC
2061
Laurel Wealth Advisors (North Carolina)
North Carolina
$63.3K
BHWM
2062
Beaird Harris Wealth Management
Texas
$62.9K
FPFS
2063
First Personal Financial Services
North Carolina
$62.1K -$2.19K -10 -3%
CWM
2064
CarsonAllaria Wealth Management
Illinois
$62K -$5.69K -26 -7%
RBC
2065
Roble Belko & Company
Pennsylvania
$62K
MFT
2066
Moisand Fitzgerald Tamayo
Florida
$61.3K -$10.9K -50 -14%
Legacy Financial Group (Iowa)
2067
Legacy Financial Group (Iowa)
Iowa
$60.8K +$69.4K +317 New
CB
2068
Centennial Bank
Arkansas
$60.6K
CAS
2069
Coppell Advisory Solutions
Texas
$60.4K -$36.8K -168 -35%
CIA
2070
Cape Investment Advisory
Georgia
$60.4K -$43.8K -200 -39%
FRA
2071
Front Row Advisors
California
$59.6K
AF
2072
Arrow Financial
New York
$59.4K +$32.8K +150 +94%
WPWM
2073
Western Pacific Wealth Management
Illinois
$56.5K
EAM
2074
Erste Asset Management
Austria
$55.6K
WWM
2075
Wolff Wiese Magana
California
$55.5K

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.