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
BCMLT
1676
Beacon Capital Management LLC (Tennessee)
Tennessee
$438K -$6.63K -31 -1%
SAM
1677
Secure Asset Management
Michigan
$436K -$8.13K -38 -2%
CA
1678
Claro Advisors
Massachusetts
$435K +$82.3K +385 +30%
WW
1679
Waterfront Wealth
Kansas
$434K
AC
1680
Allstate Corporation
Illinois
$434K -$41.7K -195 -10%
BWM
1681
Benchmark Wealth Management
Connecticut
$434K
PWH
1682
Priebe Wealth Holdings
Minnesota
$432K +$355K +1,659 New
CW
1683
CIC Wealth
Maryland
$432K +$354K +1,657 New
CA
1684
Clearstead Advisors
Ohio
$431K -$258K -1,205 -42%
TA
1685
TrueWealth Advisors
Alabama
$430K
MHR
1686
Matthew Hamilton Rosenberg
$428K +$12.4K +58 +4%
PFM
1687
Peak Financial Management
Massachusetts
$427K +$118K +550 +50%
RFA
1688
Register Financial Advisors
Georgia
$427K
SCA
1689
Scott Capital Advisors
Oregon
$427K
FTWA
1690
Fifth Third Wealth Advisors
Ohio
$426K -$124K -578 -26%
PCG
1691
PFC Capital Group
California
$426K +$350K +1,635 New
BWA
1692
BlueChip Wealth Advisors
Georgia
$425K +$349K +1,632 New
FFO
1693
Fortitude Family Office
Arizona
$425K +$349K +1,630 New
LCM
1694
LCM Capital Management
Illinois
$425K
IWN
1695
Independent Wealth Network
Iowa
$424K +$68.9K +322 +25%
P
1696
&Partners
Tennessee
$423K +$364K +1,703 New
WOC
1697
West Oak Capital
California
$423K +$42.8K +200 +11%
W
1698
WealthCollab
Washington
$423K +$347K +1,623 New
MWM
1699
Modern Wealth Management
Kansas
$423K +$347K +1,622 New
LWL
1700
Leo Wealth LLC
Texas
$423K +$434K +2,030 New

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.