We are live on ! Find out more

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
AT
2176
Avalon Trust
New Mexico
$6.9K
CCMI
2177
Creative Capital Management Investments
California
$6.9K
CSWM
2178
Cassady Schiller Wealth Management
Ohio
$6.71K +$219 +1 +3%
ETC
2179
Exchange Traded Concepts
Oklahoma
$6.33K +$438 +2 +6%
MFA
2180
McClarren Financial Advisors
Pennsylvania
$6K
BHWM
2181
Bay Harbor Wealth Management
Maryland
$5.75K
SFA
2182
Semmax Financial Advisors
North Carolina
$5.11K +$5.47K +25 New
SVCP
2183
Silicon Valley Capital Partners
California
$3.83K
RTL
2184
Red Tortoise LLC
Georgia
$3.83K +$1.31K +6 +43%
JGIA
2185
Jackson Grant Investment Advisers
Connecticut
$2.68K
CWA
2186
Carolina Wealth Advisors
South Carolina
$2.3K
GCS
2187
Gordian Capital (Singapore)
Singapore
$2.11K
RF
2188
Robinswood Financial
Washington
$1.97K
EAM
2189
Eukles Asset Management
Ohio
$1.92K
OCM
2190
Orion Capital Management
California
$1.53K +$1.75K +8 New
CAM
2191
ClariVest Asset Management
California
$1K +$1.09K +5 New
DF
2192
DecisionPoint Financial
Arizona
$959 -$1.31K -6 -55%
TWP
2193
TFO Wealth Partners
Ohio
$845 +$656 +3 +300%
DWA
2194
Delos Wealth Advisors
Texas
$673
PI
2195
PEAK6 Investments
Illinois
$540 -$6.06M -27,682 -100%
DCBT
2196
Dakota Community Bank & Trust
North Dakota
$383 -$219 -1 -33%
PG
2197
Prostatis Group
Maryland
-$730K -608,717 Closed
JGC
2198
J. Goldman & Co
New York
-$30.1M -142,588 Closed
WA
2199
Watchtower Advisors
Connecticut
-$23.5M -111,523 Closed
Tudor Investment Corp
2200
Tudor Investment Corp
Connecticut
-$16.3M -74,632 Closed

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.