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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
SCI
1326
Stableford Capital II
Arizona
$788K -$148K -692 -16%
WP
1327
Westmount Partners
California
$787K -$51.3K -240 -7%
TCM
1328
Tufton Capital Management
Maryland
$786K +$28.9K +135 +5%
SR
1329
Syntax Research
Florida
$786K -$38.1K -178 -6%
HWP
1330
Highline Wealth Partners
California
$786K
MP
1331
McDonald Partners
Ohio
$785K -$1.28K -6 -0.2%
HAG
1332
HF Advisory Group
Maryland
$785K +$71.4K +334 +12%
ACM
1333
Allred Capital Management
Texas
$785K +$1.07K +5 +0.2%
CVA
1334
Central Valley Advisors
California
$782K +$642K +3,001 New
EL
1335
EMFO LLC
Florida
$782K +$214K +1,000 +50%
MWM
1336
Massachusetts Wealth Management
Massachusetts
$775K +$53.5K +250 +9%
SIM
1337
Sentry Investment Management
Wisconsin
$775K -$68.4K -320 -10%
SP
1338
Stonebrook Private
Michigan
$775K +$635K +2,971 New
PD
1339
Planning Directions
Pennsylvania
$774K -$21.4K -100 -3%
TGAM
1340
TBH Global Asset Management
Tennessee
$774K +$16K +75 +3%
BHBT
1341
Burke & Herbert Bank & Trust
Virginia
$771K
CCG
1342
Chatham Capital Group
Georgia
$770K
SWA
1343
SFMG Wealth Advisors
Texas
$770K +$13.7K +64 +2%
NAS
1344
NWF Advisory Services
California
$769K +$52.6K +246 +9%
MA
1345
MKT Advisors
California
$769K -$1.07K -5 -0.2%
RMDI
1346
R.M. Davis Inc
Maine
$767K +$11.1K +52 +2%
FF
1347
Friedenthal Financial
New Jersey
$767K +$629K +2,941 New
NFA
1348
Northern Financial Advisors
Michigan
$765K +$87.9K +411 +16%
SIC
1349
SJS Investment Consulting
Ohio
$765K +$25.7K +120 +4%
TFA
1350
Toth Financial Advisory
Virginia
$759K

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.