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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
CTWM
2101
Cherry Tree Wealth Management
Minnesota
$38.9K -$27.3K -125 -38%
UCB
2102
United Community Bank
South Carolina
$38.3K
NC
2103
NewSquare Capital
Pennsylvania
$36.4K -$3.72K -17 -8%
AWM
2104
Abound Wealth Management
Tennessee
$35.1K +$5.25K +24 +15%
BIA
2105
Bell Investment Advisors
California
$34.3K -$3.94K -18 -9%
Fidelity International
2106
Fidelity International
Bermuda
$33.9K +$1.53K +7 +4%
FP
2107
Financial Perspectives
Minnesota
$33.7K
MIM
2108
Macroview Investment Management
Maryland
$33.7K +$2.19K +10 +6%
AFG
2109
Albion Financial Group
Utah
$32.4K +$5.47K +25 +17%
GTAM
2110
Global Trust Asset Management
Florida
$31.6K -$38.3K -175 -51%
RG
2111
Retirement Group
California
$30.5K
CCA
2112
Column Capital Advisors
Indiana
$30.1K -$1.09K -5 -3%
VCM
2113
Versant Capital Management
Arizona
$29.6K
TCCM
2114
Timber Creek Capital Management
Massachusetts
$28.8K -$1.75K -8 -5%
MFG
2115
Mendota Financial Group
Wisconsin
$28.8K
RWPA
2116
Richard W. Paul & Associates
Michigan
$28.4K
MRCM
2117
M&R Capital Management
New Jersey
$27.4K
APC
2118
Aspire Private Capital
North Carolina
$26.8K
BAAM
2119
Baker Avenue Asset Management
California
$26.6K -$19.9K -91 -40%
NMG
2120
New Millennium Group
Utah
$26.5K -$1.53K -7 -5%
RWM
2121
Ruedi Wealth Management
Illinois
$26.5K +$8.75K +40 +41%
FSWA
2122
Financial Synergies Wealth Advisors
Texas
$25.7K
IA
2123
IFS Advisors
Kansas
$25.1K
GGI
2124
Godsey & Gibb Inc
Virginia
$24.9K
RCG
2125
Rock Creek Group
District of Columbia
$24.9K -$31.3K -143 -52%

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.