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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
AWA
701
Arete Wealth Advisors
Illinois
$2.76M +$2.27M +10,632 New
EWM
702
EPG Wealth Management
Georgia
$2.75M +$141K +658 +5%
SYBT
703
Stock Yards Bank & Trust
Kentucky
$2.74M -$663K -3,100 -23%
NS
704
NBC Securities
Alabama
$2.73M -$124K -580 -5%
TCOT
705
Trust Company of Toledo
Ohio
$2.73M +$145K +679 +7%
SC
706
Syon Capital
California
$2.72M +$1.18M +5,531 +113%
HSA
707
HBK Sorce Advisory
Pennsylvania
$2.71M -$108K -503 -5%
GIA
708
Gladstone Institutional Advisory
Florida
$2.7M -$469K -2,191 -17%
PL
709
Plancorp LLC
Missouri
$2.69M -$480K -2,245 -18%
BCI
710
Brinker Capital Investments
Pennsylvania
$2.69M +$90.5K +423 +4%
OPS
711
Orion Portfolio Solutions
Nebraska
$2.69M +$90.5K +423 +4%
IAS
712
Insigneo Advisory Services
Florida
$2.68M +$1.02M +4,760 +86%
HI
713
Harbour Investments
Wisconsin
$2.67M +$114K +535 +6%
CAM
714
Carret Asset Management
New York
$2.66M
LJAC
715
L.J. Altfest & Co
New York
$2.66M -$275K -1,287 -11%
CCFP
716
Charles Carroll Financial Partners
Massachusetts
$2.65M -$90.9K -425 -4%
WSC
717
Wellington Shields & Co
New York
$2.64M -$175K -817 -7%
MCM
718
Mengis Capital Management
Oregon
$2.64M +$587K +2,745 +37%
PP
719
Pingora Partners
Wyoming
$2.63M +$2.16M +10,107 New
CWAF
720
Core Wealth Advisors (Florida)
Florida
$2.63M -$855 -4 -0%
WAM
721
Weatherly Asset Management
California
$2.63M -$7.49K -35 -0.3%
MS
722
Madden Securities
Texas
$2.62M -$2.39M -11,195 -53%
SAI
723
Systematic Alpha Investments
New Jersey
$2.62M
ACM
724
Advent Capital Management
New York
$2.61M +$2.14M +10,000 New
GAM
725
Groupama Asset Management
France
$2.6M +$2.13M +9,982 New

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.