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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
FNFDCM
1526
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$559K
APWM
1527
Atlas Private Wealth Management
New York
$558K +$29.9K +140 +7%
GWM
1528
Gray Wealth Management
Maine
$558K +$5.35K +25 +1%
MIM
1529
Marco Investment Management
Georgia
$557K -$10.9K -51 -2%
OCM
1530
Orion Capital Management
California
$557K +$456K +2,130 +26,625%
SPL
1531
Smart Portfolios LLC
Washington
$557K +$569K +2,659 New
TF
1532
Trek Financial
Arizona
$556K +$96.9K +453 +27%
WB
1533
Webster Bank
Connecticut
$555K -$6.42K -30 -1%
GD
1534
Grandfield & Dodd
New York
$555K -$14.3K -67 -3%
NRI
1535
NFP Retirement Inc
California
$555K +$8.98K +42 +2%
FCCM
1536
First City Capital Management
Georgia
$552K -$1.07K -5 -0.2%
P
1537
Pitcairn
Pennsylvania
$551K +$72.5K +339 +19%
EBWM
1538
Eagle Bluffs Wealth Management
Missouri
$547K
PFA
1539
Pathway Financial Advisors
Vermont
$547K
SMH
1540
Sanders Morris Harris
Texas
$546K -$241K -1,125 -32%
EFG
1541
Everhart Financial Group
Ohio
$546K -$390K -1,822 -47%
MCA
1542
Magnolia Capital Advisors
Mississippi
$546K +$582K +2,723 New
ML
1543
McAdam LLC
Pennsylvania
$544K -$19.5K -91 -4%
MAWA
1544
Moss Adams Wealth Advisors
Washington
$543K +$35.7K +167 +9%
GI
1545
GAMMA Investing
California
$543K +$550K +2,572 New
WDC
1546
Woodward Diversified Capital
California
$541K -$1.5K -7 -0.3%
CWG
1547
Crown Wealth Group
North Carolina
$541K -$179K -835 -29%
KW
1548
KWB Wealth
California
$539K +$4.49K +21 +1%
PPW
1549
Pasadena Private Wealth
California
$539K +$1.93K +9 +0.4%
CCM
1550
Conway Capital Management
California
$535K -$267K -1,250 -38%

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.