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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
MLICM
451
Metropolitan Life Insurance Company (MetLife)
New York
$6.03M -$66.7K -312 -1%
SIM
452
Stratos Investment Management
Ohio
$6.03M +$134K +625 +3%
ATC
453
Argent Trust Co
Tennessee
$5.99M -$25K -117 -0.5%
KJWM
454
Kiley Juergens Wealth Management
Washington
$5.98M -$19.7K -92 -0.4%
IAN
455
Integrated Advisors Network
Texas
$5.97M +$72.9K +341 +2%
ANBT
456
American National Bank & Trust
Texas
$5.97M -$791K -3,699 -14%
SSA
457
Sierra Summit Advisors
Nevada
$5.94M +$4.87M +22,790 New
DAS
458
Dynamic Advisor Solutions
Arizona
$5.9M +$58.8K +275 +1%
STAS
459
Strong Tower Advisory Services
Minnesota
$5.9M +$72.9K +341 +2%
BOC
460
Barbara Oil Co
Illinois
$5.86M
NIM
461
Needham Investment Management
New York
$5.86M
GAM
462
Gotham Asset Management
New York
$5.86M -$8.21M -38,379 -63%
TC
463
TownSquare Capital
Utah
$5.84M -$4.65M -21,730 -49%
IFG
464
Independent Financial Group
California
$5.83M +$335K +1,568 +8%
CCM
465
Coldstream Capital Management
Washington
$5.8M +$65.7K +307 +1%
KWA
466
Kingswood Wealth Advisors
California
$5.78M +$2.14M +9,993 +82%
KWM
467
Kingsview Wealth Management
Oregon
$5.78M +$655K +3,061 +16%
AWM
468
Apollon Wealth Management
South Carolina
$5.78M +$617K +2,884 +15%
KFP
469
KMG Fiduciary Partners
Ohio
$5.74M +$215K +1,005 +5%
AA
470
Apriem Advisors
California
$5.72M +$1.77M +8,268 +60%
CFB
471
Cullen/Frost Bankers
Texas
$5.72M -$212K -992 -4%
BCM
472
Beck Capital Management
Texas
$5.69M +$91.5K +428 +2%
RCM
473
Ratan Capital Management
Florida
$5.66M +$4.64M +21,700 New
AAM
474
Advisors Asset Management
Colorado
$5.64M -$323K -1,512 -7%
Carson Wealth (CWM LLC)
475
Carson Wealth (CWM LLC)
Nebraska
$5.64M -$31.4K -147 -0.7%

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.