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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
WWP
1801
WR Wealth Planners
Missouri
$362K +$15K +70 +5%
BMC
1802
Benin Management Corp
Connecticut
$362K -$32.1K -150 -10%
SCM
1803
Schnieders Capital Management
California
$362K -$4.28K -20 -1%
ACC
1804
Acorn Creek Capital
Colorado
$360K +$296K +1,383 New
OL
1805
Optas LLC
Texas
$360K -$16.7K -78 -5%
ST
1806
Spinnaker Trust
Maine
$359K
AIMA
1807
Ables Iannone Moore & Associates
Georgia
$359K +$294K +1,377 New
AWA
1808
Acorn Wealth Advisors
Michigan
$358K
UF
1809
Univest Financial
Pennsylvania
$358K
BAM
1810
Bellevue Asset Management
Washington
$357K -$2.78K -13 -0.9%
KA
1811
Kercheville Advisors
Texas
$357K -$42.8K -200 -13%
PO
1812
Private Ocean
California
$356K +$30.6K +143 +12%
TIA
1813
Tiemann Investment Advisors
California
$356K -$3.21K -15 -1%
ACM
1814
Aljian Capital Management
Nevada
$353K -$128K -600 -31%
FWM
1815
Finer Wealth Management
Massachusetts
$353K -$163K -764 -36%
QWP
1816
Quotient Wealth Partners
Texas
$353K +$289K +1,353 New
PCI
1817
Planning Center Inc
Illinois
$352K +$9.41K +44 +3%
SC
1818
Scholtz & Company
Connecticut
$352K +$289K +1,350 New
DCM
1819
Donaldson Capital Management
Indiana
$352K -$18.2K -85 -6%
BLAM
1820
Bourne Lent Asset Management
New York
$352K
AMG
1821
Advisors Management Group
Wisconsin
$351K +$288K +1,348 New
LSC
1822
Lesa Sroufe & Co
Washington
$350K
YIA
1823
YHB Investment Advisors
Connecticut
$349K -$5.35K -25 -2%
CCP
1824
Clarity Capital Partners
California
$349K +$286K +1,339 New
KBFS
1825
Kohmann Bosshard Financial Services
Ohio
$349K -$60.7K -284 -18%

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.