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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
PFBT
1201
Parkside Financial Bank & Trust
Missouri
$960K +$156K +730 +25%
WP
1202
WealthSource Partners
California
$959K +$69.1K +323 +10%
CCWM
1203
Cassaday & Co Wealth Management
Virginia
$959K +$1.5K +7 +0.2%
HI
1204
Hoey Investments
Pennsylvania
$958K +$441K +2,063 +128%
AA
1205
Altrafin AG
$957K
MFG
1206
Mainsail Financial Group
Washington
$954K +$219K +1,023 +28%
GFPC
1207
Global Financial Private Client
Florida
$953K +$50K +234 +7%
WC
1208
Weil Company
California
$952K
AIM
1209
Athena Investment Management
California
$950K
AC
1210
Abbrea Capital
California
$949K +$8.98K +42 +1%
LA
1211
LexAurum Advisors
Kansas
$947K -$623K -2,914 -45%
FFA
1212
Founders Financial Alliance
North Carolina
$946K -$13.3K -62 -2%
WAM
1213
WNY Asset Management
New York
$945K +$99.2K +464 +15%
IF
1214
Intrua Financial
Texas
$944K -$20.5K -96 -3%
ACM
1215
Advisors Capital Management
New Jersey
$943K +$774K +3,617 New
FAG
1216
Financial Advisory Group
Texas
$943K -$1.07K -5 -0.1%
EWM
1217
Elite Wealth Management
Washington
$942K +$108K +505 +16%
ECG
1218
Edge Capital Group
Georgia
$939K +$257K +1,200 +50%
LWM
1219
Laidlaw Wealth Management
New York
$938K -$42.8K -200 -5%
IP
1220
Investment Partners
Ohio
$937K -$3.85K -18 -0.5%
DP
1221
Dearborn Partners
Illinois
$935K +$1.93K +9 +0.3%
RI
1222
Ridgewood Investments
New Jersey
$935K -$178K -833 -19%
ILI
1223
Invesco LLC (Illinois)
Illinois
$934K -$20.3K -95 -3%
IA
1224
Insight Advisors
Pennsylvania
$933K -$154K -718 -17%
PCS
1225
Personal CFO Solutions
New Jersey
$929K +$69.7K +326 +10%

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.