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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
XF
801
XML Financial
Maryland
$2.19M +$41.9K +196 +2%
KHLMTHM
802
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.18M +$1.79M +8,388 New
BMC
803
Beaton Management Company
Massachusetts
$2.17M
CTC
804
Cetera Trust Company
Minnesota
$2.17M +$1.78M +8,343 New
HIA
805
Harbor Investment Advisory
Maryland
$2.17M +$221K +1,033 +14%
AA
806
Ancora Advisors
Ohio
$2.17M -$89.8K -420 -5%
WC
807
Westhampton Capital
North Carolina
$2.17M
PSP
808
Pacific Sage Partners
Washington
$2.17M -$318K -1,489 -15%
FMN
809
Financial Management Network
California
$2.17M +$4.49K +21 +0.2%
BRG
810
Bay Rivers Group
Virginia
$2.16M +$144K +675 +9%
EF
811
Empowered Funds
Pennsylvania
$2.15M +$245K +1,145 +16%
EWA
812
Encompass Wealth Advisors
Oregon
$2.15M +$225K +1,054 +15%
WCM
813
Wunderlich Capital Managemnt
Tennessee
$2.15M +$1.28K +6 +0.1%
LFAS
814
Level Four Advisory Services
Texas
$2.14M +$219K +1,022 +14%
LIM
815
Leavell Investment Management
Alabama
$2.14M +$571K +2,670 +48%
PA
816
Parallel Advisors
California
$2.13M +$173K +808 +11%
CIA
817
Cladis Investment Advisory
Montana
$2.12M -$28.9K -135 -2%
ICM
818
Islay Capital Management
Texas
$2.12M +$587K +2,744 +51%
FNBT
819
FineMark National Bank & Trust
Florida
$2.12M +$99.2K +464 +6%
MFG
820
Midwest Financial Group
Kansas
$2.12M -$945K -4,420 -35%
EFMC
821
Empire Financial Management Company
New York
$2.12M +$1.39M +6,500 +401%
EFS
822
Essex Financial Services
Connecticut
$2.11M +$14.1K +66 +0.8%
RAM
823
Redmond Asset Management
Virginia
$2.11M -$58K -271 -3%
TCA
824
Transcend Capital Advisors
New Jersey
$2.11M +$130K +609 +8%
SXL
825
Summit X LLC
Missouri
$2.1M +$44.3K +207 +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.