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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
GFS
1426
GYL Financial Synergies
Connecticut
$658K +$10.5K +49 +2%
MIS
1427
Morningstar Investment Services
Illinois
$658K +$298K +1,394 +123%
KFA
1428
Kelleher Financial Advisors
New York
$658K -$48.5K -227 -8%
SCM
1429
Sollinda Capital Management
Florida
$657K +$539K +2,519 New
OBWG
1430
Onyx Bridge Wealth Group
New York
$656K +$36.4K +170 +7%
RFN
1431
RDA Financial Network
Iowa
$656K -$43.2K -202 -7%
SWA
1432
Sax Wealth Advisors
New Jersey
$655K
CTA
1433
Colonial Trust Advisors
South Carolina
$654K -$1.28K -6 -0.2%
HMS
1434
Hanseatic Management Services
New Mexico
$653K +$536K +2,504 New
NERM
1435
New England Research & Management
Illinois
$652K -$5.35K -25 -1%
MPI
1436
Mairs & Power Inc
Minnesota
$652K -$36.4K -170 -6%
JCA
1437
Jade Capital Advisors
New Jersey
$652K -$6.95M -32,500 -93%
PTB
1438
Pioneer Trust Bank
Oregon
$652K -$42.8K -200 -7%
TPI
1439
Trust Point Inc
Wisconsin
$650K +$533K +2,493 New
TSWM
1440
Triangle Securities Wealth Management
North Carolina
$650K +$18.2K +85 +4%
AWA
1441
Aletheian Wealth Advisors
Washington
$645K -$16.5K -77 -3%
PMFA
1442
Plante Moran Financial Advisors
Michigan
$644K +$12.8K +60 +2%
AAS
1443
Annex Advisory Services
Wisconsin
$643K +$201K +942 +62%
BFM
1444
Boothbay Fund Management
New York
$641K +$92.2K +431 +21%
SWM
1445
Scissortail Wealth Management
Oklahoma
$641K +$668K +3,122 New
CNAM
1446
Campbell Newman Asset Management
Wisconsin
$640K +$3.85K +18 +0.7%
SWA
1447
SOA Wealth Advisors
New York
$639K -$43.2K -202 -8%
CAC
1448
Core Alternative Capital
Georgia
$637K -$41.3K -193 -7%
FFA
1449
Fragasso Financial Advisors
Pennsylvania
$636K -$73.8K -345 -12%
JMFC
1450
J.M. Forbes & Co
Massachusetts
$635K

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.