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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
MAG
1726
Members Advisory Group
New York
$406K -$343K -1,602 -51%
NAMNJ
1727
NorthStar Asset Management (New Jersey)
New Jersey
$406K +$333K +1,557 New
DIP
1728
Davis Investment Partners
North Carolina
$404K
CWM
1729
Chemistry Wealth Management
New York
$404K +$46.2K +216 +16%
PWMG
1730
Provence Wealth Management Group
California
$404K +$175K +817 +112%
MSA
1731
Marino Stram & Associates
Massachusetts
$403K -$26.1K -122 -7%
SRC
1732
Shufro Rose & Co
New York
$403K
NGA
1733
Naples Global Advisors
Florida
$402K -$11.8K -55 -3%
GLLW
1734
Graves Light Lenhart Wealth
Virginia
$401K
MAG
1735
MRA Advisory Group
New Jersey
$401K -$324K -1,513 -50%
BFA
1736
Buttonwood Financial Advisors
Maryland
$399K +$4.92K +23 +2%
CPA
1737
Court Place Advisors
Maryland
$399K
PCM
1738
Presidio Capital Management
California
$399K -$24.2K -113 -7%
SAM
1739
Synergy Asset Management
Washington
$396K +$20.1K +94 +7%
WP
1740
WMS Partners
Maryland
$396K -$145K -679 -31%
NB
1741
Northwest Bancshares
Pennsylvania
$396K
DIA
1742
Dana Investment Advisors
Wisconsin
$395K +$324K +1,517 New
TLP
1743
Trinity Legacy Partners
Texas
$395K
BF
1744
Blankinship & Foster
California
$395K -$107K -500 -25%
RCM
1745
Radnor Capital Management
Pennsylvania
$394K +$323K +1,510 New
OL
1746
OneFund LLC
Florida
$392K +$322K +1,505 New
AIIMS
1747
Analyst IMS Investment Management Services
Israel
$392K +$3.85K +18 +1%
MWA
1748
MFA Wealth Advisors
Pennsylvania
$391K +$321K +1,501 New
AWG
1749
Altus Wealth Group
Colorado
$391K -$21.4K -100 -6%
PI
1750
Pettee Investors
Connecticut
$391K

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.