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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
PWM
1501
PBMares Wealth Management
Virginia
$580K
W
1502
Wealthquest
Ohio
$580K -$855 -4 -0.2%
BOPW
1503
Brandywine Oak Private Wealth
Pennsylvania
$579K -$214 -1 -0%
MPWT
1504
MassMutual Private Wealth & Trust
Connecticut
$579K -$200K -936 -30%
AIC
1505
Archer Investment Corporation
Indiana
$579K +$4.71K +22 +1%
FTIS
1506
First Trust Investment Solutions
Florida
$577K +$473K +2,212 New
FC
1507
Forte Capital
New York
$576K +$116K +541 +32%
IWM
1508
Integris Wealth Management
California
$576K +$855 +4 +0.2%
BLC
1509
Brown, Lisle/Cummings
Rhode Island
$575K +$16K +75 +4%
AC
1510
Addison Capital
Pennsylvania
$574K +$5.99K +28 +1%
CAWM
1511
Capital Advisors Wealth Management
Washington
$574K +$8.13K +38 +2%
AWM
1512
Ameliora Wealth Management
Switzerland
$573K
OFS
1513
OneAscent Financial Services
Alabama
$573K +$203K +951 +76%
CWP
1514
CFM Wealth Partners
Texas
$572K -$78.9K -369 -14%
NW
1515
NewEdge Wealth
Pennsylvania
$572K -$15.2K -71 -3%
BCG
1516
Breakwater Capital Group
New Jersey
$571K +$42.8K +200 +8%
EP
1517
Elkhorn Partners
Nebraska
$568K +$6.42K +30 +1%
AO
1518
Advisor OS
Illinois
$567K +$48.3K +226 +12%
CAM
1519
Cidel Asset Management
Ontario, Canada
$564K +$462K +2,162 New
AI
1520
Accredited Investors
Minnesota
$563K +$5.56K +26 +1%
CIG
1521
Cascade Investment Group
Colorado
$563K +$6.42K +30 +1%
FG
1522
Foster Group
Iowa
$563K
CCC
1523
Chelsea Counsel Company
California
$563K -$53.5K -250 -10%
SA
1524
Skyline Advisors
Washington
$561K +$461K +2,154 New
MIC
1525
Meridian Investment Counsel
California
$560K -$11.8K -55 -2%

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.