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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
NSG
2151
Nalls Sherbakoff Group
Tennessee
$10.6K +$10.4K +50 New
BAM
2152
Baldrige Asset Management
Pennsylvania
$9K
CQS
2153
Credential Qtrade Securities
$8.5K
AT
2154
Avalon Trust
New Mexico
$7.65K +$7.48K +36 New
CCMI
2155
Creative Capital Management Investments
California
$7.65K +$7.48K +36 New
SSC
2156
Syverson Strege & Co
Iowa
$7.57K
ETC
2157
Exchange Traded Concepts
Oklahoma
$7.43K -$17.9K -86 -71%
AI
2158
AdvisorShares Investments
Maryland
$7.43K +$1.45K +7 +25%
LOIM
2159
Liberty One Investment Management
Illinois
$7.43K +$7.27K +35 New
MFA
2160
McClarren Financial Advisors
Pennsylvania
$7K
BHWM
2161
Bay Harbor Wealth Management
Maryland
$6.37K
HB
2162
Horizon Bancorp
Indiana
$6K +$2.7K +13 +76%
SC
2163
Schubert & Co
Texas
$5.11K
MBFW
2164
Morton Brown Family Wealth
Pennsylvania
$4.67K +$4.57K +22 New
DI
2165
Disciplined Investments
Oklahoma
$4.46K -$623 -3 -13%
IA
2166
IFS Advisors
Kansas
$4.46K
SVCP
2167
Silicon Valley Capital Partners
California
$4.46K +$208 +1 +5%
LSA
2168
Lansing Street Advisors
Pennsylvania
$4.04K +$1.87K +9 +90%
JIR
2169
James Investment Research
Ohio
$4K
OAJ
2170
Ogorek Anthony Joseph
New York
$4K +$4.16K +20 New
CPA
2171
Cowen Prime Advisors
New York
$4K +$4.36K +21 New
SIA
2172
SkyView Investment Advisors
New Jersey
$4K +$4.36K +21 New
PS
2173
PayPay Securities
Japan
$3.61K -$831 -4 -19%
GCS
2174
Gordian Capital (Singapore)
Singapore
$3K
RTL
2175
Red Tortoise LLC
Georgia
$2.97K -$17.7K -85 -86%

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.