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2,227 hedge funds and large institutions have $77.9B invested in Boeing in 2023 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 801 increasing their positions, 864 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 107

2% more funds holding

Funds holding: 2,1902,227 (+37)

1% more capital invested

Capital invested by funds: $77.4B → $77.9B (+$525M)

0.48% more ownership

Funds ownership: 60.93%61.41% (+0.48%)

7% less repeat investments, than reductions

Existing positions increased: 801 | Existing positions reduced: 864

20% less funds holding in top 10

Funds holding in top 10: 6653 (-13)

23% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $6.12B

Holders
2,227
Holders Change
+37
Holders Change %
+1.69%
% of All Funds
34.97%
Holding in Top 10
53
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.7%
% of All Funds
0.83%
New
162
Increased
801
Reduced
864
Closed
107
Calls
$4.73B
Puts
$6.12B
Net Calls
-$1.39B
Net Calls Change
+$72.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.98B +$92.2M +443,626 +0.9%
BlackRock
2
BlackRock
New York
$7.77B +$180M +868,582 +2%
Newport Trust Company
3
Newport Trust Company
District of Columbia
$7.3B -$1.26B -6,067,738 -15%
State Street
4
State Street
Massachusetts
$5.58B +$81.6M +392,811 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.16B -$424M -2,042,729 -9%
Capital World Investors
6
Capital World Investors
California
$3.87B +$179M +863,026 +5%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$2.35B -$86.6M -416,890 -4%
Capital Research Global Investors
8
Capital Research Global Investors
California
$2.35B +$38.5M +185,383 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.15B +$65.9M +317,043 +3%
Morgan Stanley
10
Morgan Stanley
New York
$1.75B +$112M +537,431 +7%
Bank of America
11
Bank of America
North Carolina
$1.71B -$192M -926,172 -10%
N
12
Nuveen
North Carolina
$1.31B +$94M +452,721 +8%
Northern Trust
13
Northern Trust
Illinois
$1.01B -$41.5M -199,757 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.01B +$42.9M +206,348 +5%
Fisher Asset Management
15
Fisher Asset Management
Washington
$982M +$33.2M +159,798 +4%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$760M +$117M +565,412 +19%
Charles Schwab
17
Charles Schwab
California
$634M -$13.8M -66,362 -2%
Legal & General Group
18
Legal & General Group
United Kingdom
$588M +$1.4M +6,753 +0.2%
Wells Fargo
19
Wells Fargo
California
$552M -$1.54M -7,407 -0.3%
UBS Group
20
UBS Group
Switzerland
$542M +$41.9M +201,645 +9%
Invesco
21
Invesco
Georgia
$532M +$185M +888,780 +54%
Goldman Sachs
22
Goldman Sachs
New York
$503M +$103M +497,827 +26%
Renaissance Technologies
23
Renaissance Technologies
New York
$467M -$79.4M -382,400 -15%
Capital International Investors
24
Capital International Investors
California
$444M +$1.35M +6,514 +0.3%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$439M +$181M +869,135 +72%

BA Hedge Fund Activity: Q2 2023 in Review

2,227 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q2 2023, worth a combined $77.9B — up 0.68% from $77.4B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new BA positions and 107 closed out — a net gain of 55 holders — while 801 added to existing stakes and 864 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $236M. The largest seller was Newport Trust Company, cutting an estimated $1.26B.

  • 2,227 institutional investors held Boeing (BA) as of Q2 2023, up from 2,190 in Q1 2023.
  • Funds reported $77.9B of Boeing stock for Q2 2023, up 0.68% quarter-over-quarter.
  • 162 funds opened new Boeing positions in Q2 2023 and 107 closed out, a net change of +55 holders.
  • The largest Boeing buyer in Q2 2023 was Susquehanna International Group, an estimated $236M added.
  • The largest Boeing seller in Q2 2023 was Newport Trust Company, an estimated $1.26B sold.

Based on aggregated 13F filings for Q2 2023.