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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.94B +$162M +779,523 +2%
Newport Trust Company
2
Newport Trust Company
District of Columbia
$8.63B -$755M -3,634,917 -8%
BlackRock
3
BlackRock
New York
$7.64B +$557M +2,682,272 +8%
State Street
4
State Street
Massachusetts
$5.53B -$100M -482,409 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.62B -$73.7M -354,865 -2%
Capital World Investors
6
Capital World Investors
California
$3.71B +$741M +3,564,032 +26%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$2.46B -$80M -385,169 -3%
Capital Research Global Investors
8
Capital Research Global Investors
California
$2.32B +$588M +2,832,185 +35%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.1B +$46.6M +224,280 +2%
Bank of America
10
Bank of America
North Carolina
$1.91B +$291M +1,399,619 +18%
Morgan Stanley
11
Morgan Stanley
New York
$1.64B -$122M -588,836 -7%
N
12
Nuveen
North Carolina
$1.22B +$396M +1,906,356 +50%
Northern Trust
13
Northern Trust
Illinois
$1.06B -$5.31M -25,541 -0.5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$973M -$43M -207,162 -4%
Fisher Asset Management
15
Fisher Asset Management
Washington
$954M +$825M +3,970,127 +760%
Charles Schwab
16
Charles Schwab
California
$652M +$2.13M +10,263 +0.3%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$644M -$22.7M -109,264 -3%
Legal & General Group
18
Legal & General Group
United Kingdom
$590M +$9.59M +46,143 +2%
Wells Fargo
19
Wells Fargo
California
$557M -$4.11M -19,802 -0.7%
Renaissance Technologies
20
Renaissance Technologies
New York
$551M +$493M +2,370,800 +1,071%
UBS Group
21
UBS Group
Switzerland
$503M -$43.2M -208,122 -8%
Swiss National Bank
22
Swiss National Bank
Switzerland
$477M -$9.54M -45,900 -2%
Capital International Investors
23
Capital International Investors
California
$446M -$109M -524,737 -20%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$401M +$5M +24,074 +1%
Goldman Sachs
25
Goldman Sachs
New York
$400M -$10.5M -50,703 -3%

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.