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
RWMG
1826
Redwood Wealth Management Group
New Jersey
$349K -$2.14K -10 -0.7%
SCM
1827
Saxony Capital Management
Missouri
$349K +$286K +1,338 New
MWP
1828
Meridian Wealth Partners
Pennsylvania
$348K +$1.28K +6 +0.5%
SDH
1829
Sloy Dahl & Holst
Washington
$348K -$12.4K -58 -4%
SMA
1830
Sage Mountain Advisors
Georgia
$347K -$27.2K -127 -9%
ASI
1831
Advisory Services & Investments
Oregon
$347K
SL
1832
Sentry LLC
Tennessee
$347K
GKWIM
1833
Gerber Kawasaki Wealth & Investment Management
California
$347K -$23.5K -110 -8%
SA
1834
Strategic Advocates
Utah
$346K
EFA
1835
Evernest Financial Advisors
Indiana
$344K +$283K +1,321 New
SC
1836
Schulhoff & Co
Ohio
$344K
OWA
1837
Opal Wealth Advisors
New York
$344K +$1.07K +5 +0.4%
CSA
1838
Cottage Street Advisors
Massachusetts
$343K +$51.3K +240 +22%
BWCS
1839
Beirne Wealth Consulting Services
Connecticut
$343K +$281K +1,316 New
AWC
1840
Adamsbrown Wealth Consultants
Kansas
$342K +$3.21K +15 +1%
CG
1841
CFO4Life Group
Texas
$341K -$21.2K -99 -7%
DC
1842
DeDora Capital
California
$341K
SWP
1843
Semus Wealth Partners
Florida
$341K +$4.71K +22 +2%
RS
1844
Retirement Solution
Washington
$341K +$28.7K +134 +11%
AF
1845
Affiance Financial
Minnesota
$341K
PFG
1846
Pinnacle Financial Group
Illinois
$339K
WC
1847
Woodstock Corp
Massachusetts
$339K -$82.3K -385 -23%
RRA
1848
Round Rock Advisors
Connecticut
$339K +$278K +1,300 New
SIM
1849
SSI Investment Management
California
$339K -$1.07K -5 -0.4%
AHL
1850
Abel Hall LLC
Louisiana
$338K +$277K +1,297 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.