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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
SIC
1751
Salem Investment Counselors
North Carolina
$390K +$55.8K +261 +21%
Fidelity International
1752
Fidelity International
Bermuda
$389K +$281K +1,315 +743%
ORAM
1753
One River Asset Management
Connecticut
$389K -$249K -1,162 -44%
CFP
1754
Catalyst Financial Partners
Massachusetts
$389K +$16K +75 +5%
GA
1755
GSG Advisors
New Jersey
$386K +$15.4K +72 +5%
I2I
1756
Insight 2811 Inc
Illinois
$386K -$5.99K -28 -2%
CWA
1757
Capital Wealth Alliance
Arizona
$386K -$30.4K -142 -9%
RBFC
1758
Roman Butler Fullerton & Co
Missouri
$385K -$25.7K -120 -6%
SCG
1759
Sonata Capital Group
Washington
$385K
KCM
1760
Kathmere Capital Management
Pennsylvania
$385K +$22.7K +106 +8%
ACM
1761
Arcataur Capital Management
Wisconsin
$382K -$29.9K -140 -9%
NFG
1762
Nadler Financial Group
Illinois
$382K +$56.7K +265 +22%
ATC
1763
Adirondack Trust Company
New York
$381K -$118K -552 -23%
AWM
1764
Angeles Wealth Management
California
$381K +$12.8K +60 +4%
CIC
1765
Cutler Investment Counsel
Oregon
$381K -$18K -84 -5%
VF
1766
Virtu Financial
New York
$376K +$309K +1,443 New
RFA
1767
RTD Financial Advisors
Pennsylvania
$376K -$55.2K -258 -15%
RS
1768
Rakuten Securities
Japan
$376K +$308K +1,442 New
FMWA
1769
Forvis Mazars Wealth Advisors
Missouri
$375K +$308K +1,440 New
CC
1770
Cadinha & Co
Hawaii
$375K +$2.14K +10 +0.7%
AA
1771
Alesco Advisors
New York
$375K +$28.7K +134 +10%
PA
1772
Pineridge Advisors
Missouri
$375K +$308K +1,438 New
FDDB
1773
Fidelity D&D Bancorp
Pennsylvania
$375K +$26.5K +124 +9%
CNWM
1774
Clay Northam Wealth Management
California
$374K
CSB
1775
City State Bank
Iowa
$374K

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.