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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
TI
2226
Trexquant Investment
Connecticut
-$727K -3,817 Closed
DC
2227
Diametric Capital
Massachusetts
-$725K -3,805 Closed
MWP
2228
Meredith Wealth Planning
Illinois
-$697K -3,657 Closed
JCM
2229
Janney Capital Management
Pennsylvania
-$671K -3,522 Closed
I
2230
InceptionR
California
-$603K -3,167 Closed
BMCM
2231
Black Maple Capital Management
Wisconsin
-$571K -3,000 Closed
AWA
2232
Aletheian Wealth Advisors
Washington
-$543K -2,850 Closed
XT
2233
XTX Topco
Cayman Islands
-$492K -2,584 Closed
SSG
2234
Summit Securities Group
New York
-$452K -2,375 Closed
CCA
2235
Childress Capital Advisors
Texas
-$428K -2,246 Closed
TP
2236
Tranquility Partners
Tennessee
-$423K -2,220 Closed
CWM
2237
Centric Wealth Management
Illinois
-$418K -2,195 Closed
AFM
2238
Andesa Financial Management
Pennsylvania
-$407K -2,136 Closed
POIA
2239
Pin Oak Investment Advisors
Texas
-$366K -1,920 Closed
CWMU
2240
Caliber Wealth Management (Utah)
Utah
-$355K -1,865 Closed
CPA
2241
Cardiff Park Advisors
California
-$348K -1,828 Closed
SA
2242
Strategic Advisors
New York
-$344K -1,804 Closed
RW
2243
RVW Wealth
California
-$325K -1,705 Closed
CAM
2244
Concorde Asset Management
Michigan
-$230K -1,704 Closed
VWM
2245
Vigilare Wealth Management
Arizona
-$320K -1,682 Closed
BAM
2246
Blueshift Asset Management
New Jersey
-$314K -1,648 Closed
CMS
2247
Capital Market Strategies
Florida
-$307K -1,612 Closed
PAM
2248
Premier Asset Management
Illinois
-$296K -1,556 Closed
CL
2249
COWA LLC
Oklahoma
-$310K -1,505 Closed
MIA
2250
MainStreet Investment Advisors
Illinois
-$287K -1,505 Closed

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.