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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
DWM
1651
Drive Wealth Management
Utah
$457K +$20.1K +94 +6%
B
1652
Bellecapital
Switzerland
$457K -$31.2K -146 -8%
KFA
1653
Kapstone Financial Advisors
Ohio
$456K +$64.6K +302 +15%
WFAG
1654
Worth Financial Advisory Group
North Carolina
$456K +$106K +496 +40%
SCA
1655
St. Clair Advisors
Ohio
$455K
CCM
1656
Chickasaw Capital Management
Tennessee
$455K -$93K -435 -20%
ACA
1657
Affinity Capital Advisors
California
$454K -$29.1K -136 -7%
SIGI
1658
Susquehanna International Group (Ireland)
Ireland
$454K +$372K +1,741 New
SIS
1659
Sound Income Strategies
Florida
$453K +$133K +624 +56%
NCM
1660
Novare Capital Management
North Carolina
$452K -$257K -1,200 -41%
Fayez Sarofim & Co
1661
Fayez Sarofim & Co
Texas
$451K
CPIA
1662
Cornell Pochily Investment Advisors
New York
$450K
LCS
1663
Levin Capital Strategies
New York
$450K -$42.8K -200 -10%
TIM
1664
Total Investment Management
Arizona
$449K
KCIC
1665
Kuhn & Co Investment Counsel
Illinois
$448K +$368K +1,720 New
BSA
1666
Bull Street Advisors
Georgia
$448K
OW
1667
Olistico Wealth
Oklahoma
$447K -$128K -600 -26%
BFA
1668
Beaumont Financial Advisors
Massachusetts
$447K +$18.6K +87 +5%
CWR
1669
Chico Wealth RIA
California
$444K +$42.1K +197 +13%
WA
1670
Wealth Alliance
New York
$443K -$29.9K -140 -8%
EWM
1671
Executive Wealth Management
Michigan
$443K +$2.57K +12 +0.7%
MCM
1672
Morton Capital Management
California
$442K -$29.5K -138 -8%
BBWP
1673
Beacon Bridge Wealth Partners
Pennsylvania
$442K -$21.4K -100 -6%
BEW
1674
Burton Enright Welch
California
$440K +$1.93K +9 +0.5%
CW
1675
Cook Wealth
North Carolina
$439K -$13.5K -63 -3%

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.