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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
TPCW
901
TD Private Client Wealth
New York
$1.76M +$546K +2,554 +61%
AWM
902
Avitas Wealth Management
California
$1.75M +$1.44M +6,732 New
BAM
903
Belpointe Asset Management
Nevada
$1.75M +$318K +1,486 +28%
BBHC
904
Brown Brothers Harriman & Co
New York
$1.75M +$119K +557 +9%
CCA
905
Checchi Capital Advisers
California
$1.74M +$5.35K +25 +0.4%
SWK
906
Stephen W. Kidder
$1.73M
CNFG
907
Creegan & Nassoura Financial Group
New Hampshire
$1.72M -$109K -510 -7%
Luther King Capital Management (LKCM)
908
Luther King Capital Management (LKCM)
Texas
$1.71M -$79.6K -372 -5%
FCM
909
Fortis Capital Management
Washington
$1.71M -$155K -724 -10%
WEG
910
World Equity Group
Illinois
$1.71M -$349K -1,634 -20%
MWM
911
Mattern Wealth Management
Kansas
$1.71M +$33.8K +158 +2%
EWA
912
Etesian Wealth Advisors
Oregon
$1.7M +$35.3K +165 +3%
NSB
913
Norway Savings Bank
Maine
$1.69M +$331K +1,550 +31%
BWM
914
BNC Wealth Management
Oregon
$1.69M -$2.14K -10 -0.2%
MSAM
915
Moloney Securities Asset Management
Missouri
$1.69M +$257K +1,202 +23%
TA
916
TFG Advisers
Michigan
$1.69M +$25.2K +118 +2%
CST
917
Charles Schwab Trust
Nevada
$1.68M +$93.9K +439 +7%
WFC
918
Western Financial Corp
California
$1.67M -$605K -2,829 -31%
VDI
919
Vaughan David Investments
Illinois
$1.67M -$180K -841 -12%
DZ Bank
920
DZ Bank
Germany
$1.67M +$5.99K +28 +0.4%
LWM
921
LJI Wealth Management
Indiana
$1.67M +$47.9K +224 +4%
DWP
922
Daymark Wealth Partners
Ohio
$1.67M +$58.2K +272 +0.2%
HA
923
Herold Advisors
New York
$1.67M -$21.6K -101 -2%
AC
924
Apella Capital
Connecticut
$1.67M +$16.7K +78 +1%
BFS
925
Bradley Foster & Sargent
Connecticut
$1.66M -$537K -2,509 -28%

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.