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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
IF
1451
Ironwood Financial
Arizona
$634K
SWMG
1452
Sanchez Wealth Management Group
Florida
$633K
IFPG
1453
Intrepid Financial Planning Group
Indiana
$632K -$46.6K -218 -8%
DTC
1454
Davidson Trust Company
Washington
$629K
MCCP
1455
Mission Creek Capital Partners
California
$628K -$35.9K -168 -7%
SIAP
1456
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$628K +$32.1K +150 +7%
WCM
1457
Whitener Capital Management
North Carolina
$628K -$16K -75 -3%
WG
1458
Welch Group
Alabama
$628K +$61.4K +287 +14%
DFG
1459
Delta Financial Group
New Jersey
$627K -$46K -215 -8%
BBP
1460
Banco BTG Pactual
Brazil
$626K +$514K +2,404 New
CT
1461
Columbia Trust
Oregon
$625K +$4.06K +19 +0.8%
KAS
1462
KPP Advisory Services
Kentucky
$624K -$138K -645 -21%
HCA
1463
Harbour Capital Advisors
Virginia
$620K -$562K -2,628 -51%
HAM
1464
Harmony Asset Management
Arizona
$619K +$508K +2,374 New
TWM
1465
Tradition Wealth Management
Minnesota
$618K
TCM
1466
Tradewinds Capital Management
Washington
$615K
LRIA
1467
Leonard Rickey Investment Advisors
Washington
$615K -$54.5K -255 -10%
SIG
1468
Sky Investment Group
Connecticut
$614K -$165K -770 -25%
PP
1469
Patron Partners
Texas
$613K +$16.9K +79 +3%
JCM
1470
Jag Capital Management
Missouri
$613K +$28K +131 +6%
CFA
1471
Cahill Financial Advisors
Minnesota
$612K +$22.5K +105 +5%
EML
1472
Eos Management LP
New York
$611K +$502K +2,345 New
SFG
1473
Summit Financial Group
West Virginia
$610K
FCBT
1474
First Citizens Bank & Trust
North Carolina
$609K -$83.4K -390 -14%
CP
1475
Coho Partners
Pennsylvania
$607K -$53.5K -250 -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.