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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
FHB
851
First Hawaiian Bank
Hawaii
$1.97M +$513K +2,397 +46%
FHA
852
Flagship Harbor Advisors
Massachusetts
$1.97M +$4.28K +20 +0.3%
SFP
853
Sweet Financial Partners
Minnesota
$1.97M -$49.6K -232 -3%
CT
854
Caldwell Trust
Florida
$1.96M -$16K -75 -1%
CWM
855
Congress Wealth Management
Massachusetts
$1.96M +$925K +4,323 +136%
FB
856
Fulton Bank
Pennsylvania
$1.95M +$344K +1,610 +27%
MAS
857
Meeder Advisory Services
Ohio
$1.95M -$30.4K -142 -2%
PS
858
Principal Securities
Iowa
$1.94M +$1.59M +7,443 New
TNB
859
Thomasville National Bank
Georgia
$1.93M -$195K -914 -11%
SIMG
860
Sonora Investment Management Group
Arizona
$1.93M -$28.7K -134 -2%
DI
861
Diligent Investors
California
$1.93M -$140K -655 -8%
CCFM
862
Clear Creek Financial Management
Washington
$1.92M +$138K +644 +10%
MNBTD
863
Moody National Bank Trust Division
Texas
$1.92M -$1.39M -6,519 -47%
EDRH
864
Edmond de Rothschild Holding
Switzerland
$1.91M -$363K -1,697 -19%
WPC
865
White Pine Capital
Minnesota
$1.91M -$164K -768 -9%
PTC
866
Private Trust Company
Ohio
$1.91M +$283K +1,321 +22%
SIA
867
Sage Investment Advisers
New York
$1.9M -$32.1K -150 -2%
GC
868
Garde Capital
Washington
$1.9M -$95.2K -445 -6%
LFA
869
Legacy Financial Advisors
Kentucky
$1.9M +$164K +767 +12%
TAM
870
Titleist Asset Management
Texas
$1.89M -$237K -1,107 -13%
PPWP
871
Premier Path Wealth Partners
New Jersey
$1.89M +$1.54M +7,211 New
TCM
872
Tandem Capital Management
New Jersey
$1.88M
GI
873
Gradient Investments
Minnesota
$1.88M +$36.6K +171 +2%
FFBTD
874
First Financial Bank - Trust Division
Ohio
$1.87M -$43.6K -204 -3%
EM
875
ELCO Management
New York
$1.86M -$4.49K -21 -0.3%

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.