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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
MRCM
2151
M&R Capital Management
New Jersey
$30.2K +$14.1K +68 +91%
BBPWM
2152
Blue Bell Private Wealth Management
Pennsylvania
$29.9K +$10.4K +50 +54%
APC
2153
Aspire Private Capital
North Carolina
$29.6K
PFG
2154
Piershale Financial Group
Illinois
$29.6K
FSWA
2155
Financial Synergies Wealth Advisors
Texas
$28.3K +$1.66K +8 +6%
IA
2156
IFS Advisors
Kansas
$27.7K +$22.8K +110 +524%
GGI
2157
Godsey & Gibb Inc
Virginia
$27.5K -$23.9K -115 -47%
CMP
2158
Coston McIsaac & Partners
Maine
$27K +$10.4K +50 +63%
PPWM
2159
PFG Private Wealth Management
Florida
$24.7K
HWM
2160
HighMark Wealth Management
Minnesota
$24.1K -$20.8K -100 -47%
CA
2161
Centerpoint Advisors
Massachusetts
$24K
RDIA
2162
RE Dickinson Investment Advisors
Iowa
$24K
BCPWM
2163
Bradley & Co Private Wealth Management
Florida
$23.4K
GG
2164
Gleason Group
Kentucky
$23.3K -$16.6K -80 -42%
SFG
2165
Steward Financial Group
Texas
$23K -$4.36K -21 -16%
SC
2166
Stephens Consulting
Michigan
$22.4K -$786K -3,785 -97%
RA
2167
Rise Advisors
New York
$22.2K
BONH
2168
Bank of New Hampshire
New Hampshire
$22K
JMF
2169
Johnson Midwest Financial
Iowa
$21.5K
TWD
2170
True Wealth Design
Ohio
$21.1K -$15.2K -73 -42%
PCA
2171
Providence Capital Advisors
North Carolina
$21.1K
EA
2172
Evolution Advisers
Virginia
$21K
RWM
2173
Ruedi Wealth Management
Illinois
$20.7K
USB
2174
Union Savings Bank
Connecticut
$20.5K +$17.9K +86 New
LFA
2175
Legend Financial Advisors
Pennsylvania
$20.3K +$6.65K +32 +50%

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.