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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
PAM
1101
Peak Asset Management
Colorado
$1.15M -$25.7K -120 -3%
CW
1102
CreativeOne Wealth
Kansas
$1.15M -$321K -1,503 -25%
NB
1103
Nicolet Bankshares
Wisconsin
$1.14M +$19.2K +90 +2%
MWA
1104
Moser Wealth Advisors
Washington
$1.14M -$139K -648 -13%
CT
1105
Coastline Trust
Rhode Island
$1.14M +$111K +518 +13%
NQWM
1106
Northwest Quadrant Wealth Management
Oregon
$1.14M +$10.7K +50 +1%
PA
1107
PFG Advisors
Arizona
$1.14M -$32.3K -151 -3%
SWM
1108
Soundmark Wealth Management
Washington
$1.13M
MWM
1109
Mosley Wealth Management
California
$1.13M +$926K +4,328 New
ISWM
1110
Independent Solutions Wealth Management
New York
$1.12M -$18K -84 -2%
PNC
1111
Park National Corp
Ohio
$1.12M -$139K -650 -13%
AA
1112
Argent Advisors
Louisiana
$1.12M -$5.56K -26 -0.6%
VLC
1113
Van Leeuwen & Company
New Jersey
$1.12M -$1.42M -6,623 -61%
EAM
1114
Evanson Asset Management
California
$1.12M
FPGT
1115
Financial Partners Group (Tennessee)
Tennessee
$1.11M +$16.7K +78 +2%
QCG
1116
Quadrant Capital Group
Ohio
$1.11M +$77.6K +363 +9%
SCP
1117
Sender Company & Partners
New York
$1.11M -$7.36M -34,427 -89%
HFA
1118
High Falls Advisors
New York
$1.11M
MHIC
1119
Marble Harbor Investment Counsel
Massachusetts
$1.11M
AAS
1120
Asset Allocation Strategies
Michigan
$1.11M -$642 -3 -0.1%
CGL
1121
Clarius Group LLC
Washington
$1.11M -$18.4K -86 -2%
FSC
1122
Full Sail Capital
Oklahoma
$1.11M
FAG
1123
Fortitude Advisory Group
Washington
$1.1M -$40.2K -188 -4%
DBIA
1124
Dumont & Blake Investment Advisors
New Jersey
$1.1M -$53.5K -250 -6%
SIAG
1125
Safeguard Investment Advisory Group
California
$1.1M +$18.4K +86 +2%

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.