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2,483 hedge funds and large institutions have $105B invested in Boeing in 2023 Q4 according to their latest regulatory filings, with 442 funds opening new positions, 821 increasing their positions, 881 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 442 | Existing positions closed: 121

49% more funds holding in top 10

Funds holding in top 10: 4770 (+23)

46% more capital invested

Capital invested by funds: $72.3B → $105B (+$33.1B)

13% more funds holding

Funds holding: 2,1942,483 (+289)

4.44% more ownership

Funds ownership: 62.48%66.92% (+4.4%)

3% less call options, than puts

Call options by funds: $8.33B | Put options by funds: $8.61B

7% less repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 881

Holders
2,483
Holders Change
+289
Holders Change %
+13.17%
% of All Funds
36.2%
Holding in Top 10
70
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+48.94%
% of All Funds
1.02%
New
442
Increased
821
Reduced
881
Closed
121
Calls
$8.33B
Puts
$8.61B
Net Calls
-$282M
Net Calls Change
+$882M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
251
Albar Capital
United Kingdom
$17.6M +$14.4M +67,473 New
CWM
252
CMH Wealth Management
New Hampshire
$17.2M +$187K +874 +1%
BCIM
253
British Columbia Investment Management
British Columbia, Canada
$17.2M +$3M +14,005 +27%
NAM
254
Nissay Asset Management
Japan
$17.1M +$175K +817 +1%
RIA
255
RPG Investment Advisory
California
$17M +$31.7K +148 +0.2%
NPPM
256
North Point Portfolio Managers
Ohio
$17M +$9.41K +44 +0.1%
DLA
257
Douglas Lane & Associates
New York
$16.8M +$12.9M +60,453 +1,551%
IMC Chicago
258
IMC Chicago
Illinois
$16.3M -$3.05M -14,240 -19%
WT
259
Washington Trust
Rhode Island
$16.3M -$140K -654 -1%
OIA
260
OneDigital Investment Advisors
Kansas
$16.2M +$2.3M +10,765 +21%
WAS
261
Wesleyan Assurance Society
United Kingdom
$16.2M
PA
262
Pinnacle Associates
New York
$16.2M +$2.12M +9,925 +19%
EH
263
Equitable Holdings
New York
$16.1M -$641K -2,998 -5%
SOADOR
264
State of Alaska Department of Revenue
Alaska
$16M -$1.27M -5,940 -9%
Wealthfront Advisers
265
Wealthfront Advisers
California
$15.9M -$118K -552 -0.9%
MHC
266
Meyer Handelman Company
New York
$15.5M -$775K -3,626 -6%
WB
267
WesBanco Bank
West Virginia
$15.3M -$250K -1,167 -2%
CP
268
Capital Planning
Washington
$15.1M -$102K -476 -0.8%
SAM
269
Shikiar Asset Management
New York
$15M +$376K +1,760 +3%
SGK
270
Steigerwald Gordon & Koch
Virginia
$15M +$299K +1,396 +2%
AWM
271
AE Wealth Management
Kansas
$15M +$2.69M +12,556 +21%
WT
272
Whittier Trust
California
$14.9M -$20.7K -97 -0.2%
GLAM
273
Gardner Lewis Asset Management
Pennsylvania
$14.9M +$643K +3,008 +6%
JC
274
Jacobs & Co
California
$14.8M -$103K -480 -0.8%
Pacer Advisors
275
Pacer Advisors
Pennsylvania
$14.8M +$1.85M +8,652 +18%

BA Hedge Fund Activity: Q4 2023 in Review

2,483 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q4 2023, worth a combined $105B — up 46% from $72.3B a quarter earlier.

Buyers outnumbered sellers: 442 funds opened new BA positions and 121 closed out — a net gain of 321 holders — while 821 added to existing stakes and 881 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.07B. The largest seller was Point72 Asset Management, cutting an estimated $218M.

  • 2,483 institutional investors held Boeing (BA) as of Q4 2023, up from 2,194 in Q3 2023.
  • Funds reported $105B of Boeing stock for Q4 2023, up 46% quarter-over-quarter.
  • 442 funds opened new Boeing positions in Q4 2023 and 121 closed out, a net change of +321 holders.
  • The largest Boeing buyer in Q4 2023 was Morgan Stanley, an estimated $2.07B added.
  • The largest Boeing seller in Q4 2023 was Point72 Asset Management, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2023.