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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
AWM
2326
Arista Wealth Management
Nevada
-$200K -949 Closed
FMWA
2327
Forvis Mazars Wealth Advisors
Missouri
-$200K -948 Closed
EFM
2328
E Fund Management
China
-$200K -945 Closed
PIAS
2329
PCA Investment Advisory Services
Ohio
-$195K -921 Closed
SFS
2330
Strategic Financial Services
New York
-$219K -920 Closed
AG
2331
Ascent Group
Virginia
-$214K -897 Closed
FA
2332
Faithward Advisors
Pennsylvania
-$205K -869 Closed
FNWM
2333
Financial Network Wealth Management
Utah
-$202K -849 Closed
CFO
2334
CVA Family Office
Colorado
-$174K -826 Closed
ODG
2335
O'Dell Group
Ohio
-$141K -668 Closed
CWA
2336
Clearview Wealth Advisors
Oregon
-$141K -666 Closed
HS
2337
Horan Securities
United States
-$133K -628 Closed
DCM
2338
Dupont Capital Management
Delaware
-$118K -560 Closed
SF
2339
Safeguard Financial
Wisconsin
-$115K -549 Closed
TFP
2340
Tilia Fiduciary Partners
North Carolina
-$77K -365 Closed
FA
2341
Fiduciary Alliance
South Carolina
-$75.4K -357 Closed
IPAM
2342
ICICI Prudential Asset Management
India
-$72.2K -342 Closed
IAIM
2343
Industrial Alliance Investment Management
Quebec, Canada
-$45K -215 Closed
MAM
2344
Marquette Asset Management
Minnesota
-$43.9K -208 Closed
EA
2345
Evolution Advisers
Virginia
-$21K -100 Closed
LFA
2346
Legend Financial Advisors
Pennsylvania
-$20.3K -96 Closed
TAIM
2347
TD Ameritrade Investment Management
Nebraska
-$17K -80 Closed
TC
2348
Trust Company
Kansas
-$12K -57 Closed
MCI
2349
MRP Capital Investments
Georgia
-$10.6K -50 Closed
EC
2350
Elequin Capital
New York
-$9.71K -46 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.