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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
MPCL
2276
My Personal CFO LLC
Washington
-$110K -580 Closed
ACP
2277
Arcus Capital Partners
Georgia
-$104K -545 Closed
MS
2278
Marshall & Sullivan
Washington
-$88.2K -463 Closed
3IP
2279
3Chopt Investment Partners
Virginia
-$66.2K -348 Closed
CAS
2280
Coppell Advisory Solutions
Texas
-$60.4K -317 Closed
CASC
2281
Coppell Advisory Solutions Corp
Texas
-$60.4K -317 Closed
JEST
2282
JTC Employer Solutions Trustee
Jersey
-$48K -250 Closed
MSCM
2283
McElhenny Sheffield Capital Management
Texas
-$47.6K -250 Closed
PHS
2284
Pekin Hardy Strauss
Illinois
-$44.4K -233 Closed
WA
2285
Win Advisors
Florida
-$43.2K -227 Closed
ACA
2286
Atlas Capital Advisors
Wyoming
-$38.1K -200 Closed
RWMH
2287
Riverpoint Wealth Management Holdings
Illinois
-$38.1K -200 Closed
AAMA
2288
Advanced Asset Management Advisors
Ohio
-$29.3K -154 Closed
SC
2289
Sierra Capital
Florida
-$26K -137 Closed
MRG
2290
Milestone Resources Group
British Virgin Islands
-$24K -128 Closed
CJL
2291
Cyrus J. Lawrence
New York
-$24K -125 Closed
HT
2292
Headlands Technologies
Illinois
-$20K -107 Closed
FA
2293
Fiduciary Alliance
South Carolina
-$19.6K -103 Closed
KSWA
2294
Kathleen S. Wright Associates
Pennsylvania
-$23K -100 Closed
CA
2295
Corrado Advisors
New Jersey
-$14.3K -75 Closed
IFA
2296
Interactive Financial Advisors
Illinois
-$14.3K -75 Closed
WI
2297
WJ Interests
Texas
-$14.3K -75 Closed
PWS
2298
Paragon Wealth Strategies
Florida
-$12.8K -67 Closed
FC
2299
Fiduciary Counselling
Minnesota
-$5.52K -29 Closed
CYG
2300
Clean Yield Group
Vermont
-$4.95K -26 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.