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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
WI
1476
Wedgewood Investors
Pennsylvania
$607K
WCM
1477
Washburn Capital Management
Florida
$606K +$497K +2,325 New
PCA
1478
Prosperity Capital Advisors
Ohio
$605K -$129K -603 -21%
CS
1479
Capital Square
Tennessee
$604K +$42.8K +200 +9%
FIM
1480
Freedom Investment Management
Connecticut
$604K +$68.9K +322 +16%
BCM
1481
BlueCrest Capital Management
Jersey
$603K -$872K -4,075 -64%
CLOS
1482
Compagnie Lombard Odier SCmA
Switzerland
$602K -$540K -2,524 -52%
CICI
1483
Capital Investment Counsel Inc
North Carolina
$601K +$25.7K +120 +5%
HL
1484
HeadInvest LLC
Maine
$601K -$24.8K -116 -5%
NSEDCP
1485
NJ State Employees Deferred Compensation Plan
New Jersey
$600K +$492K +2,300 New
BIG
1486
Brooklyn Investment Group
New York
$599K +$491K +2,297 New
CAG
1487
Csenge Advisory Group
Florida
$598K +$27.4K +128 +6%
COCM
1488
Charter Oak Capital Management
New Hampshire
$595K -$18.6K -87 -4%
BC
1489
Belmont Capital
California
$594K
SSWM
1490
Sheets Smith Wealth Management
North Carolina
$593K +$486K +2,274 New
CAAS
1491
Capital Asset Advisory Services
Michigan
$592K -$78.7K -368 -14%
Connor, Clark & Lunn Investment Management (CC&L)
1492
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$591K +$485K +2,267 New
ITIM
1493
Indiana Trust & Investment Management
Indiana
$590K -$15K -70 -3%
CC
1494
Callan Capital
California
$589K +$26.5K +124 +6%
DWM
1495
Dorchester Wealth Management
Quebec, Canada
$588K
TA
1496
Tactive Advisors
Florida
$583K +$478K +2,235 New
BIM
1497
Baldwin Investment Management
Pennsylvania
$582K +$478K +2,234 New
SCM
1498
Sterneck Capital Management
Missouri
$582K -$92.4K -432 -16%
BFS
1499
Bard Financial Services
Connecticut
$581K +$49.2K +230 +12%
TWP
1500
Tyche Wealth Partners
Texas
$580K +$476K +2,225 New

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.