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
KA
1576
Keene & Associates
Texas
$519K +$28.2K +132 +7%
EARNEST Partners
1577
EARNEST Partners
Georgia
$519K
FWP
1578
Falcon Wealth Planning
California
$518K +$145K +676 +52%
AWA
1579
Alta Wealth Advisors
Massachusetts
$516K +$424K +1,981 New
PBC
1580
Pavion Blue Capital
California
$516K
FCFC
1581
First Commonwealth Financial Corp
Pennsylvania
$515K
FAN
1582
Financial Advisors Network
California
$515K -$7.7K -36 -2%
OC
1583
Oakworth Capital
Alabama
$515K
WIA
1584
Westbourne Investment Advisors
Maryland
$513K +$2.57K +12 +0.6%
AC
1585
Avestar Capital
New York
$513K +$61.4K +287 +17%
LA
1586
Lifeworks Advisors
Michigan
$512K -$26.3K -123 -6%
EBSAM
1587
Eubel Brady & Suttman Asset Management
Ohio
$512K +$21.4K +100 +5%
LFA
1588
Laraway Financial Advisors
Minnesota
$510K
MUMSS
1589
Mitsubishi UFJ Morgan Stanley Securities
Japan
$510K +$419K +1,958 New
B
1590
Bridgeworth
Alabama
$510K -$5.77K -27 -1%
BWA
1591
Bordeaux Wealth Advisors
California
$509K +$855 +4 +0.2%
NRG
1592
Nemes Rush Group
Michigan
$509K +$136K +636 +48%
CWS
1593
Confluence Wealth Services
Pennsylvania
$508K -$13.9K -65 -3%
SSW
1594
Stone Summit Wealth
Florida
$508K
TCPWM
1595
Traverso Chambers Private Wealth Management
California
$507K
PFP
1596
Paragon Financial Partners
California
$507K -$18.4K -86 -4%
QC
1597
Quent Capital
New York
$506K +$69.7K +326 +20%
SFWA
1598
Summit Financial Wealth Advisors
Louisiana
$506K
IGAM
1599
iA Global Asset Management
Quebec, Canada
$505K -$3.85K -18 -0.9%
TWM
1600
TriaGen Wealth Management
California
$505K -$81.7K -382 -16%

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.