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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
RCWM
1626
Royal Capital Wealth Management
Indiana
$485K
FI
1627
Financial Insights
Washington
$485K
WAG
1628
Winthrop Advisory Group
Massachusetts
$485K -$20.5K -96 -5%
RCM
1629
RB Capital Management
Nevada
$482K -$9.41K -44 -2%
MCC
1630
Money Concepts Capital
Florida
$482K +$9.41K +44 +2%
GPFA
1631
Game Plan Financial Advisors
Ohio
$481K +$395K +1,845 New
JAWM
1632
J. Arnold Wealth Management
Ohio
$479K
OPWM
1633
Oxinas Partners Wealth Management
Indiana
$477K -$26.3K -123 -6%
RHP
1634
Royal Harbor Partners
Texas
$477K -$17.5K -82 -4%
NIM
1635
Northeast Investment Management
Massachusetts
$474K -$8.34K -39 -2%
BCA
1636
Bray Capital Advisors
Florida
$474K
CFA
1637
CWS Financial Advisors
Michigan
$473K -$107K -500 -22%
NWA
1638
Navis Wealth Advisors
New York
$472K
NFGCM
1639
Norman Fields Gottscho Capital Management
New York
$469K
FFO
1640
Fiduciary Family Office
Florida
$468K +$384K +1,794 New
BIC
1641
Beach Investment Counsel
Pennsylvania
$466K
LIA
1642
LBMC Investment Advisors
Tennessee
$465K +$145K +678 +61%
BFWA
1643
Benchmark Financial Wealth Advisors
Florida
$465K +$10.1K +47 +3%
ZIMP
1644
Zimmermann Investment Management & Planning
Pennsylvania
$464K -$4.28K -20 -1%
NSG
1645
Nalls Sherbakoff Group
Tennessee
$464K +$370K +1,730 +3,460%
GWP
1646
Gateway Wealth Partners
Wisconsin
$464K -$18K -84 -5%
BA
1647
Bridge Advisory
California
$463K -$152K -712 -29%
WA
1648
Wealthstream Advisors
New York
$463K +$380K +1,775 New
TIA
1649
Traphagen Investment Advisors
New Jersey
$458K +$59.5K +278 +19%
GWS
1650
Glassman Wealth Services
Virginia
$457K -$21K -98 -5%

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.