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2,190 hedge funds and large institutions have $77.4B invested in Boeing in 2023 Q1 according to their latest regulatory filings, with 220 funds opening new positions, 748 increasing their positions, 868 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 116

13% more capital invested

Capital invested by funds: $68.3B → $77.4B (+$9.05B)

3% more funds holding

Funds holding: 2,1322,190 (+58)

1.81% more ownership

Funds ownership: 59.12%60.93% (+1.8%)

2% more funds holding in top 10

Funds holding in top 10: 6566 (+1)

14% less repeat investments, than reductions

Existing positions increased: 748 | Existing positions reduced: 868

23% less call options, than puts

Call options by funds: $4.87B | Put options by funds: $6.33B

Holders
2,190
Holders Change
+58
Holders Change %
+2.72%
% of All Funds
34.9%
Holding in Top 10
66
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.54%
% of All Funds
1.05%
New
220
Increased
748
Reduced
868
Closed
116
Calls
$4.87B
Puts
$6.33B
Net Calls
-$1.46B
Net Calls Change
-$794M
Name Holding Trade Value Shares
Change
Change in
Stake
RG
2101
Retirement Group
California
$34K
AF
2102
Arrow Financial
New York
$34K
RWPA
2103
Richard W. Paul & Associates
Michigan
$33.8K
RCM
2104
Raleigh Capital Management
North Carolina
$32.5K +$10.4K +50 +49%
TCCM
2105
Timber Creek Capital Management
Massachusetts
$31.9K -$20.8K -100 -40%
GFWA
2106
Grey Fox Wealth Advisors
Delaware
$31.7K +$3.74K +18 +14%
NMG
2107
New Millennium Group
Utah
$30.8K
AFG
2108
Albion Financial Group
Utah
$30.6K +$6.65K +32 +29%
PFG
2109
Piershale Financial Group
Illinois
$29.7K
APC
2110
Aspire Private Capital
North Carolina
$29.7K +$3.12K +15 +12%
MFG
2111
Mendota Financial Group
Wisconsin
$28.7K
FCG
2112
Financial Connections Group
California
$28K +$7.06K +34 +34%
SFG
2113
Steward Financial Group
Texas
$27K -$5.61K -27 -17%
FSWA
2114
Financial Synergies Wealth Advisors
Texas
$26.8K
RDIA
2115
RE Dickinson Investment Advisors
Iowa
$25K
PPWM
2116
PFG Private Wealth Management
Florida
$24.9K -$32.8K -158 -57%
CA
2117
Centerpoint Advisors
Massachusetts
$24K +$2.7K +13 +13%
BCPWM
2118
Bradley & Co Private Wealth Management
Florida
$23.6K
RA
2119
Rise Advisors
New York
$22.3K
BONH
2120
Bank of New Hampshire
New Hampshire
$22.1K
JMF
2121
Johnson Midwest Financial
Iowa
$21.7K
Fidelity International
2122
Fidelity International
Bermuda
$21.5K +$17.5K +84 +494%
PCA
2123
Providence Capital Advisors
North Carolina
$21.2K
EA
2124
Evolution Advisers
Virginia
$21K
RWM
2125
Ruedi Wealth Management
Illinois
$20.8K

BA Hedge Fund Activity: Q1 2023 in Review

2,190 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2023, worth a combined $77.4B — up 13% from $68.3B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new BA positions and 116 closed out — a net gain of 104 holders — while 748 added to existing stakes and 868 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $825M. The largest seller was Newport Trust Company, cutting an estimated $755M.

  • 2,190 institutional investors held Boeing (BA) as of Q1 2023, up from 2,132 in Q4 2022.
  • Funds reported $77.4B of Boeing stock for Q1 2023, up 13% quarter-over-quarter.
  • 220 funds opened new Boeing positions in Q1 2023 and 116 closed out, a net change of +104 holders.
  • The largest Boeing buyer in Q1 2023 was Fisher Asset Management, an estimated $825M added.
  • The largest Boeing seller in Q1 2023 was Newport Trust Company, an estimated $755M sold.

Based on aggregated 13F filings for Q1 2023.