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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
SFFS
1401
Stonehage Fleming Financial Services
Jersey
$693K -$277K -1,295 -33%
CFA
1402
Capstone Financial Advisors
Illinois
$693K +$48.1K +225 +9%
KIC
1403
Kensington Investment Counsel
California
$686K
HAS
1404
HBW Advisory Services
California
$686K +$33.1K +155 +6%
IIC
1405
Ironwood Investment Counsel
Arizona
$685K -$3.21K -15 -0.6%
AFA
1406
American Financial Advisors
Georgia
$684K -$38.9K -182 -6%
PCA
1407
Pallas Capital Advisors
Massachusetts
$683K -$26.3K -123 -4%
BRA
1408
Bender Robert & Associates
California
$683K -$8.55K -40 -2%
Acadian Asset Management
1409
Acadian Asset Management
Massachusetts
$681K -$506K -2,364 -47%
CI Investments Inc
1410
CI Investments Inc
Ontario, Canada
$681K -$14.3K -67 -3%
PIM
1411
Penobscot Investment Management
Massachusetts
$678K -$14.1K -66 -2%
IGWM
1412
ICA Group Wealth Management
Colorado
$678K +$68.2K +319 +14%
GBWM
1413
Granite Bay Wealth Management
New Hampshire
$674K
AP
1414
Adero Partners
California
$673K +$114K +532 +26%
MIC
1415
Maxi Investments CY
Cyprus
$671K
SW
1416
SlateStone Wealth
Florida
$669K -$33.8K -158 -6%
SIC
1417
Shoker Investment Counsel
Ohio
$667K
OCM
1418
Objective Capital Management
Ohio
$666K +$90.7K +424 +20%
FIB
1419
First Interstate Bank
Montana
$663K -$61.4K -287 -10%
SEIA
1420
Signature Estate & Investment Advisors
California
$662K +$61K +285 +13%
BFA
1421
Benedict Financial Advisors
Georgia
$661K +$543K +2,537 New
JWA
1422
JFS Wealth Advisors
Pennsylvania
$661K +$10.7K +50 +2%
CAM
1423
Costello Asset Management
Pennsylvania
$660K +$370K +1,730 +216%
WFA
1424
WMG Financial Advisors
Tennessee
$659K -$214K -1,000 -28%
6F
1425
626 Financial
Michigan
$658K -$820K -3,832 -60%

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.