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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
ERIC
2251
Eagle Rock Investment Company
Georgia
-$312K -1,500 Closed
GA
2252
Goldstein Advisors
Wisconsin
-$278K -1,461 Closed
SFG
2253
SNS Financial Group
Minnesota
-$267K -1,400 Closed
MPW
2254
MA Private Wealth
California
-$263K -1,380 Closed
LAS
2255
LWM Advisory Services
Florida
-$260K -1,366 Closed
RMCM
2256
Reynders McVeigh Capital Management
Massachusetts
-$258K -1,355 Closed
PFG
2257
Prosperity Financial Group
California
-$252K -1,324 Closed
GFP
2258
Gryphon Financial Partners
Ohio
-$237K -1,246 Closed
LL
2259
LWMG LLC
Minnesota
-$236K -1,238 Closed
PCM
2260
Prelude Capital Management
New York
-$233K -1,222 Closed
HWP
2261
Heritage Wealth Partners
Ohio
-$215K -1,212 Closed
SPC
2262
Stewart & Patten Company
California
-$224K -1,177 Closed
PWC
2263
PYA Waltman Capital
Tennessee
-$218K -1,145 Closed
GWA
2264
GGM Wealth Advisors
Maryland
-$241K -1,131 Closed
WIC
2265
WealthBridge Investment Counsel
Alberta, Canada
-$214K -1,125 Closed
PFM
2266
Patton Fund Management
Texas
-$212K -1,113 Closed
AA
2267
Aufman Associates
Pennsylvania
-$206K -1,081 Closed
WFI
2268
West Family Investments
California
-$205K -1,076 Closed
Belvedere Trading
2269
Belvedere Trading
Illinois
-$222K -1,070 Closed
RWI
2270
Red Wave Investments
Pennsylvania
-$201K -1,056 Closed
OIM
2271
Oder Investment Management
California
-$196K -1,028 Closed
WMP
2272
Wealth Management Partners
Arizona
-$231K -1,000 Closed
IDA
2273
Intelligence Driven Advisers
California
-$211K -992 Closed
GTCM
2274
Gyon Technologies Capital Management
New Jersey
-$172K -902 Closed
SPM
2275
Symmetry Peak Management
Pennsylvania
-$156K -750 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.