We are live on ! Find out more

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
TC
1551
Telemus Capital
Michigan
$534K -$2.57K -12 -0.6%
OPTFSNA
1552
Old Point Trust & Financial Services N A
Virginia
$533K +$21.4K +100 +5%
SAM
1553
S.A. Mason
Michigan
$533K +$4.28K +20 +1%
MAC
1554
Mason & Associates (California)
California
$533K +$210K +981 +92%
NCMW
1555
Northern Capital Management (Washington)
Washington
$533K +$6.2K +29 +1%
WTA
1556
Washington Trust Advisors
Massachusetts
$531K -$47.9K -224 -10%
HFW
1557
Horizon Family Wealth
Illinois
$530K +$7.49K +35 +2%
NEWAS
1558
N.E.W. Advisory Services
Wisconsin
$529K +$4.28K +20 +1%
FMB
1559
Field & Main Bank
Kentucky
$529K -$18.6K -87 -4%
TWM
1560
Trueblood Wealth Management
Ohio
$529K +$434K +2,029 New
CA
1561
Claris Advisors
Missouri
$528K -$14.1K -66 -3%
BHPW
1562
Beverly Hills Private Wealth
California
$526K -$3.21K -15 -0.7%
PHAM
1563
Palisades Hudson Asset Management
Florida
$526K
HIP
1564
Harrell Investment Partners
Texas
$525K
CCM
1565
Carlson Capital Management
Minnesota
$524K +$6.2K +29 +1%
CAM
1566
Columbia Asset Management
Michigan
$523K -$1.07K -5 -0.2%
DJSG
1567
D.J. St. Germain
Massachusetts
$523K +$55.4K +259 +15%
MWM
1568
Merriman Wealth Management
Washington
$522K +$78.5K +367 +22%
DA
1569
DCF Advisers
Connecticut
$521K
RIG
1570
RiverFront Investment Group
Virginia
$521K
KFS
1571
Kaizen Financial Strategies
California
$521K +$428K +2,000 New
GCAC
1572
Guardian Capital Advisors (Canada)
Ontario, Canada
$521K -$96.2K -450 -17%
RWA
1573
Redhawk Wealth Advisors
Minnesota
$521K +$29.3K +137 +7%
FWM
1574
FMB Wealth Management
California
$520K -$214 -1 -0.1%
AP
1575
Appleton Partners
Massachusetts
$519K +$8.13K +38 +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.