We are live on ! Find out more

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
RGI
926
River Global Investors
United Kingdom
$1.66M -$14.3K -67 -1%
RA
927
Rockingstone Advisors
Massachusetts
$1.66M -$241K -1,129 -15%
DPIM
928
Duff & Phelps Investment Management
Illinois
$1.66M +$18.8K +88 +1%
SS
929
Sunbelt Securities
Texas
$1.65M +$12K +56 +0.9%
LWM
930
Lyell Wealth Management
California
$1.65M -$170K -794 -11%
CFG
931
Cooper Financial Group
California
$1.65M +$74.2K +347 +6%
PCM
932
Penserra Capital Management
California
$1.65M -$300K -1,405 -18%
AIP
933
Ameritas Investment Partners
Nebraska
$1.65M -$48.1K -225 -3%
MIC
934
Means Investment Company
Maine
$1.65M -$50K -234 -4%
OTL
935
Oak Thistle LLC
New York
$1.64M +$817K +3,820 +155%
MAM
936
MWA Asset Management
Massachusetts
$1.63M +$132K +619 +11%
JPWM
937
Jamison Private Wealth Management
Georgia
$1.63M +$197K +922 +17%
FC
938
Fusion Capital
South Carolina
$1.62M +$76.8K +359 +6%
BCM
939
Becker Capital Management
Oregon
$1.62M -$50.3K -235 -4%
TWP
940
Tempus Wealth Planning
California
$1.62M +$114K +532 +9%
MIA
941
MeadowBrook Investment Advisors
Michigan
$1.61M +$1.32M +6,182 New
MWM
942
Modera Wealth Management
New Jersey
$1.6M +$146K +683 +13%
ACA
943
Aspire Capital Advisors
Washington
$1.59M +$176K +823 +16%
FBB
944
Fulton Breakefield Broenniman
Maryland
$1.58M -$23.5K -110 -2%
HVIA
945
Hudson Valley Investment Advisors
New York
$1.58M +$642 +3 +0%
CCG
946
Coastwise Capital Group
California
$1.58M +$128K +600 +11%
HCP
947
Hexagon Capital Partners
Arkansas
$1.57M -$255K -1,192 -16%
SIG
948
Sargent Investment Group
Maryland
$1.57M -$1.5K -7 -0.1%
RC
949
Roundview Capital
New Jersey
$1.57M
CIS
950
Connors Investor Services
Pennsylvania
$1.56M -$380K -1,775 -23%

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.