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
BA
1051
Bristlecone Advisors
Washington
$1.28M +$52.2K +244 +5%
AWE
1052
Avidian Wealth Enterprises
Texas
$1.27M
BWAM
1053
Boyd Watterson Asset Management
Ohio
$1.27M
NAMP
1054
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.27M +$33.1K +155 +3%
BBA
1055
BLB&B Advisors
Pennsylvania
$1.27M -$21K -98 -2%
PGWM
1056
Parisi Gray Wealth Management
New Jersey
$1.26M +$14.5K +68 +1%
OHIS
1057
Oak Harvest Investment Services
Texas
$1.25M +$308K +1,442 +43%
JWM
1058
Jeppson Wealth Management
California
$1.24M -$8.13K -38 -0.8%
TCWA
1059
Turtle Creek Wealth Advisors
Texas
$1.24M +$1.01M +4,743 New
CHJWM
1060
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.23M -$1.71K -8 -0.1%
WIM
1061
WealthPlan Investment Management
Nebraska
$1.23M +$10.5K +49 +1%
CHA
1062
Carmichael Hill & Associates
Maryland
$1.23M -$23.5K -110 -2%
WP
1063
WealthPLAN Partners
Nebraska
$1.23M -$25.7K -120 -2%
WPW
1064
Waldron Private Wealth
Pennsylvania
$1.23M +$43.2K +202 +4%
CI
1065
CX Institutional
Indiana
$1.22M -$341K -1,595 -25%
GG
1066
Greenwood Gearhart
Arkansas
$1.22M -$14.3K -67 -1%
CMTU
1067
Capital Markets Trading (UK)
United Kingdom
$1.22M -$805K -3,765 -45%
AF
1068
Apexium Financial
Texas
$1.22M +$319K +1,493 +47%
HVP
1069
Hudson Value Partners
Florida
$1.22M -$85.5K -400 -8%
IF
1070
Integrity Financial
Wyoming
$1.22M -$115K -538 -10%
PWAM
1071
Pinnacle West Asset Management
Wyoming
$1.21M +$27.8K +130 +3%
RIM
1072
RW Investment Management
Idaho
$1.21M -$33.1K -155 -3%
ACI
1073
Alpha Cubed Investments
California
$1.21M -$201K -942 -17%
STA
1074
Summit Trail Advisors
New York
$1.2M +$8.98K +42 +0.9%
FPAS
1075
Focus Partners Advisor Solutions
Missouri
$1.2M -$2.5M -11,685 -72%

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.