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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
KF
776
KKM Financial
Illinois
$2.29M +$1.88M +8,784 New
PAS
777
Park Avenue Securities
New York
$2.28M +$206K +964 +12%
ZCM
778
Ziegler Capital Management
Illinois
$2.27M
GT
779
Greenleaf Trust
Michigan
$2.27M -$36.1K -169 -2%
ACL
780
Applied Capital LLC
Florida
$2.27M -$144K -673 -7%
PFSC
781
Peoples Financial Services Corp
Pennsylvania
$2.27M +$214 +1 +0%
WIM
782
Westside Investment Management
California
$2.26M -$69.9K -327 -4%
DWM
783
Dakota Wealth Management
Florida
$2.26M +$194K +908 +12%
BEI
784
Benjamin Edwards Inc
Missouri
$2.25M +$872K +4,076 +89%
GIM
785
Guardian Investment Management
California
$2.25M -$10.7K -50 -0.6%
LHC
786
Little House Capital
Massachusetts
$2.24M +$285K +1,334 +18%
HCCM
787
Hudson Canyon Capital Management
New York
$2.24M
BC
788
Bartlett & Co
Ohio
$2.23M -$81.9K -383 -4%
BCWM
789
Bartlett & Co Wealth Management
Ohio
$2.23M -$81.9K -383 -4%
WHG
790
Westwood Holdings Group
Texas
$2.23M -$1.42M -6,619 -44%
ANTB
791
AMG National Trust Bank
Colorado
$2.22M -$58.2K -272 -3%
TCM
792
Teza Capital Management
Illinois
$2.22M +$434K +2,028 +31%
WP
793
WealthShield Partners
North Carolina
$2.22M +$1.59M +7,439 +689%
MFS
794
Mirabella Financial Services
United Kingdom
$2.22M +$1.82M +8,512 New
WA
795
Waverly Advisors
Alabama
$2.21M +$58.6K +274 +3%
BTWM
796
Baker Tilly Wealth Management
Wisconsin
$2.2M -$505K -2,362 -22%
VWA
797
Visionary Wealth Advisors
Illinois
$2.2M -$9.62K -45 -0.5%
AFP
798
Ausdal Financial Partners
Iowa
$2.2M -$37.6K -176 -2%
PP
799
Pacifica Partners
Canada
$2.19M +$31.4K +147 +2%
WCG
800
Weaver Consulting Group
California
$2.19M -$60.1K -281 -3%

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.