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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
CNBTD
601
Citizens National Bank Trust Department
Mississippi
$3.68M +$254K +1,189 +9%
HAG
602
HighPoint Advisor Group
Illinois
$3.68M +$4.11M +19,222 New
EWM
603
Evercore Wealth Management
New York
$3.65M +$421K +1,970 +16%
BFG
604
Bleakley Financial Group
New Jersey
$3.65M -$80.8K -378 -3%
LCM
605
Lazari Capital Management
California
$3.65M +$153K +716 +5%
Robeco Institutional Asset Management
606
Robeco Institutional Asset Management
Netherlands
$3.61M -$3.86M -18,056 -57%
IMRF
607
Illinois Municipal Retirement Fund
Illinois
$3.61M
CWP
608
Core Wealth Partners
California
$3.61M +$855 +4 +0%
JCM
609
Jacobi Capital Management
Pennsylvania
$3.61M -$53K -248 -2%
BWP
610
Balboa Wealth Partners
Arizona
$3.6M +$312K +1,459 +12%
MCM
611
Moore Capital Management
New York
$3.58M -$11.9M -55,675 -80%
GPA
612
Guerra Pan Advisors
New Jersey
$3.57M +$565K +2,640 +24%
CL
613
Choreo LLC
Illinois
$3.56M +$1.07M +4,994 +58%
CAM
614
Covenant Asset Management
New Jersey
$3.54M -$79.3K -371 -3%
KFGK
615
Keystone Financial Group (Kentucky)
Kentucky
$3.54M -$93K -435 -3%
DLCIG
616
D.L. Carlson Investment Group
New Hampshire
$3.53M -$4.45M -20,807 -55%
RFMS
617
RWQ Financial Management Services
Florida
$3.52M +$2.89M +13,500 New
MWM
618
Meridian Wealth Management
Kentucky
$3.5M -$2.43M -11,347 -46%
NIM
619
NEOS Investment Management
Connecticut
$3.5M +$462K +2,162 +19%
IMCOOI
620
Investment Management Corp of Ontario (IMCO)
Canada
$3.49M +$2.87M +13,401 New
RSWM
621
Robertson Stephens Wealth Management
California
$3.47M -$313K -1,464 -10%
DWG
622
Darden Wealth Group
Michigan
$3.47M +$2.84M +13,302 New
SIC
623
Sigma Investment Counselors
Michigan
$3.46M -$3.21K -15 -0.1%
PVI
624
Pine Valley Investments
New Jersey
$3.45M +$185K +867 +7%
MIA
625
MMBG Investment Advisors
Florida
$3.45M -$1.46M -6,824 -34%

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.