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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
MSA
576
McAlister Sweet & Associates
Texas
$4.09M +$3.35M +15,681 New
PAA
577
Peregrine Asset Advisers
Oregon
$4.08M -$4.45M -20,786 -57%
MC
578
Mathes Company
New York
$4.08M +$2.76M +12,905 +471%
CAL
579
Capital Analysts LLC
Pennsylvania
$4.07M +$66.5K +311 +2%
AWA
580
Arkadios Wealth Advisors
Georgia
$4.04M -$339K -1,585 -9%
MCA
581
Millennium Capital Advisors
Arkansas
$4.03M +$35.3K +165 +1%
LNC
582
Lincoln National Corp
Pennsylvania
$4.02M -$34.6K -162 -1%
MAM
583
Mystic Asset Management
Rhode Island
$4.01M +$80K +374 +2%
NSAM
584
North Star Asset Management
Wisconsin
$3.96M -$244K -1,140 -7%
EG
585
Ellerson Group
Maryland
$3.96M +$159K +745 +5%
QPWM
586
Quadrant Private Wealth Management
Pennsylvania
$3.94M +$237K +1,110 +8%
NCM
587
Narwhal Capital Management
Georgia
$3.94M -$428 -2 -0%
VCA
588
Verdence Capital Advisors
Maryland
$3.89M -$20.3K -95 -0.6%
PWA
589
Primoris Wealth Advisors
Florida
$3.89M +$845K +3,952 +36%
NRS
590
Neville Rodie & Shaw
New York
$3.88M -$31K -145 -1%
RG
591
Rathbones Group
United Kingdom
$3.87M +$18.2K +85 +0.6%
FI
592
FJ Investments
Utah
$3.86M +$3.17M +14,800 New
WPC
593
Waters Parkerson & Co
Louisiana
$3.86M +$787K +3,679 +33%
CGH
594
Crossmark Global Holdings
Texas
$3.83M +$173K +811 +6%
BIP
595
Bouvel Investment Partners
Pennsylvania
$3.81M +$84.7K +396 +3%
AAM
596
Auxier Asset Management
Oregon
$3.79M -$68K -318 -2%
PP
597
Prudential plc
United Kingdom
$3.77M +$464K +2,168 +18%
1WA
598
180 Wealth Advisors
Washington
$3.76M +$29.5K +138 +0.9%
CWM
599
Cornerstone Wealth Management
Missouri
$3.74M +$78.5K +367 +3%
PWA
600
Providence Wealth Advisors
Illinois
$3.73M +$2.04M +9,529 +497%

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.