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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
CW
2301
CIC Wealth
Maryland
-$211K -1,001 Closed
BIM
2302
Bridgecreek Investment Management
Oklahoma
-$211K -1,000 Closed
IFO
2303
Independent Family Office
New York
-$211K -1,000 Closed
PWA
2304
Phoenix Wealth Advisors
North Carolina
-$211K -998 Closed
IIA
2305
IPG Investment Advisors
California
-$210K -996 Closed
SA
2306
Shilanski & Associates
Alaska
-$210K -996 Closed
CIG
2307
Cairn Investment Group
Washington
-$210K -995 Closed
BMO
2308
Beck Mack & Oliver
New York
-$210K -994 Closed
YWM
2309
Yoder Wealth Management
California
-$209K -990 Closed
FMC
2310
First Merchants Corp
Indiana
-$208K -987 Closed
WAM
2311
Weinberger Asset Management
California
-$208K -987 Closed
GAM
2312
Gemmer Asset Management
California
-$207K -981 Closed
PCMC
2313
Paragon Capital Management (Colorado)
Colorado
-$207K -980 Closed
BFC
2314
Bedel Financial Consulting
Indiana
-$206K -978 Closed
KWM
2315
Keebeck Wealth Management
Illinois
-$207K -978 Closed
BHIA
2316
Birch Hill Investment Advisors
Massachusetts
-$205K -970 Closed
CFAM
2317
Center For Asset Management
Florida
-$205K -969 Closed
CWM
2318
Collaborative Wealth Management
Florida
-$204K -968 Closed
SW
2319
SkyOak Wealth
Michigan
-$204K -966 Closed
AWP
2320
Abacus Wealth Partners
California
-$203K -963 Closed
FIM
2321
Fernwood Investment Management
Massachusetts
-$202K -957 Closed
2L
2322
25 LLC
Missouri
-$207K -956 Closed
VFPW
2323
Vantage Financial Partners (Wisconsin)
Wisconsin
-$202K -956 Closed
TF
2324
Talbot Financial
Washington
-$201K -952 Closed
ACMA
2325
Arbor Capital Management (Alaska)
Alaska
-$201K -950 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.