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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
UAML
1776
US Asset Management LLC
Pennsylvania
$374K +$306K +1,433 New
MFG
1777
Monte Financial Group
Connecticut
$374K -$21.4K -100 -7%
PAM
1778
Palisade Asset Management
Minnesota
$373K -$214 -1 -0.1%
EIM
1779
Ervin Investment Management
Washington
$373K
PC
1780
Pecaut & Co
Iowa
$371K
SOS
1781
Silver Oak Securities
Tennessee
$371K +$185K +864 +154%
GWANC
1782
Guardian Wealth Advisors (North Carolina)
North Carolina
$371K -$24.2K -113 -7%
ST
1783
Smithfield Trust
Pennsylvania
$369K
AWM
1784
Accel Wealth Management
Iowa
$368K +$23.1K +108 +8%
FPB
1785
First PREMIER Bank
South Dakota
$368K
SW
1786
Simplicity Wealth
New Jersey
$368K +$55.2K +258 +22%
FAT
1787
First American Trust
California
$367K +$301K +1,409 New
SDAM
1788
Shulman DeMeo Asset Management
New York
$367K
RIM
1789
Rakuten Investment Management
Japan
$367K +$301K +1,409 New
FNBOO
1790
First National Bank of Omaha
Nebraska
$366K -$12.4K -58 -4%
DWM
1791
Dechtman Wealth Management
Colorado
$365K
PCIG
1792
Partners Capital Investment Group
Massachusetts
$365K -$28.9K -135 -9%
KCFA
1793
Key Client Fiduciary Advisors
New Jersey
$365K -$2.35K -11 -0.8%
GWM
1794
Gitterman Wealth Management
New Jersey
$364K
SFG
1795
StrategIQ Financial Group
Indiana
$364K +$30.2K +141 +11%
HCM
1796
Hengehold Capital Management
Ohio
$364K +$10.9K +51 +4%
PWM
1797
Purus Wealth Management
California
$364K +$8.55K +40 +3%
GJWM
1798
Gilliland Jeter Wealth Management
Arkansas
$363K +$298K +1,393 New
CP
1799
Castleview Partners
Texas
$363K +$199K +931 +202%
PA
1800
PSI Advisors
Florida
$362K -$210K -984 -41%

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.