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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
RWG
501
Regal Wealth Group
California
$5.18M -$59.9K -280 -1%
CAI
502
Capital Advisors Inc
Oklahoma
$5.16M +$2.47M +11,554 +140%
TFS
503
Thoroughbred Financial Services
Tennessee
$5.14M -$32.3K -151 -0.8%
MWM
504
Marietta Wealth Management
Georgia
$5.14M +$24K +112 +0.6%
FMTC
505
Farmers & Merchants Trust Company
California
$5.14M -$40K -187 -0.9%
HJGA
506
Hardman Johnston Global Advisors
Connecticut
$5.13M +$690K +3,225 +20%
H
507
HoyleCohen
California
$5.11M -$43.6K -204 -1%
IA
508
IFP Advisors
Florida
$5.09M -$104K -485 -2%
EF
509
Empirical Finance
Pennsylvania
$5.07M +$26.1K +122 +0.6%
PCM
510
Princeton Capital Management
New Jersey
$5.07M -$426K -1,991 -9%
Walleye Trading
511
Walleye Trading
New York
$5.03M -$1.76M -8,208 -30%
BF
512
BOK Financial
Oklahoma
$5.01M -$440K -2,059 -10%
SCM
513
Stevens Capital Management
Pennsylvania
$5M +$4.11M +19,196 New
AHB
514
Abner Herrman & Brock
New Jersey
$5M
MGIA
515
Moneta Group Investment Advisors
Missouri
$4.99M +$369K +1,727 +10%
PFS
516
Physicians Financial Services
North Carolina
$4.97M -$10.7K -50 -0.3%
BFG
517
Berger Financial Group
Minnesota
$4.97M -$90K -421 -2%
FCMT
518
Founders Capital Management (Texas)
Texas
$4.96M -$30.4K -142 -0.7%
ICM
519
IMS Capital Management
Oregon
$4.94M -$211K -985 -5%
Bessemer Group
520
Bessemer Group
New Jersey
$4.93M -$194K -908 -5%
HDIM
521
Hanson & Doremus Investment Management
Vermont
$4.89M +$45.6K +213 +1%
BB
522
Busey Bank
Illinois
$4.88M -$26.5K -124 -0.7%
TIM
523
Thompson Investment Management
Wisconsin
$4.88M -$214 -1 -0%
GFA
524
Gifford Fong Associates
California
$4.88M
GRP
525
Global Retirement Partners
California
$4.87M +$1.44M +6,710 +38%

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.