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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
TI
401
Tidal Investments
Wisconsin
$7.72M +$1.89M +8,854 +43%
NMERB
402
New Mexico Educational Retirement Board
New Mexico
$7.66M
GCA
403
Greenwood Capital Associates
South Carolina
$7.63M +$180K +842 +3%
RAM
404
Roanoke Asset Management
New Jersey
$7.61M +$36.4K +170 +0.6%
JWCA
405
J.W. Cole Advisors
Florida
$7.59M +$341K +1,596 +6%
WAM
406
Winslow Asset Management
Ohio
$7.51M +$118K +552 +2%
VFA
407
Valeo Financial Advisors
Indiana
$7.5M -$58K -271 -0.5%
GVAG
408
Great Valley Advisor Group
Delaware
$7.48M +$757K +3,540 +14%
SPS
409
Susquehanna Portfolio Strategies
Pennsylvania
$7.39M +$6.07M +28,365 New
WTFG
410
Wells Trecaso Financial Group
Ohio
$7.34M +$64.2K +300 +1%
CPC
411
Consolidated Planning Corp
Georgia
$7.27M +$148K +693 +3%
CCMG
412
Clark Capital Management Group
Pennsylvania
$7.22M -$155K -725 -3%
CCM
413
Channing Capital Management
Illinois
$7.2M +$5.91M +27,618 New
ACM
414
Alight Capital Management
New York
$7.17M +$1.6M +7,500 +38%
IR
415
IAT Reinsurance
New York
$7.14M
SCTC
416
Sanibel Captiva Trust Company
Florida
$7.14M +$5.86M +27,396 New
GCM
417
Gibraltar Capital Management
Oklahoma
$7.03M -$344K -1,608 -6%
ACM
418
Ategra Capital Management
Virginia
$6.98M +$90.9K +425 +2%
PMEF
419
Point72 Middle East FZE
United Arab Emirates
$6.95M +$5.71M +26,680 New
SF
420
Synovus Financial
Georgia
$6.9M +$456K +2,131 +9%
SC
421
Savant Capital
Illinois
$6.84M -$30.2K -141 -0.5%
LDB
422
Lee, Danner & Bass
Tennessee
$6.84M -$186K -872 -3%
IAA
423
Independent Advisor Alliance
North Carolina
$6.78M -$223K -1,045 -4%
JIP
424
Jaffetilchin Investment Partners
Florida
$6.77M +$352K +1,646 +7%
RFC
425
Regions Financial Corp
Alabama
$6.76M +$312K +1,460 +6%

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.