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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
BRM
1851
Boston Research & Management
Massachusetts
$338K
GFL
1852
Granite FO LLC
New Hampshire
$338K
TCM
1853
Towercrest Capital Management
Pennsylvania
$336K +$1.93K +9 +0.7%
MSE
1854
MUFG Securities EMEA
United Kingdom
$335K -$1.19M -5,555 -81%
HCMG
1855
Howard Capital Management Group
California
$335K
SWP
1856
Strategic Wealth Partners
Ohio
$333K -$44.3K -207 -14%
GL
1857
Gerber LLC
Ohio
$333K +$273K +1,277 New
AL
1858
ADE LLC
Maryland
$332K
REMPR
1859
Roof Eidam Maycock Peralta (REMP)
California
$332K
BMWM
1860
Brown Miller Wealth Management
Virginia
$332K +$214 +1 +0.1%
AWMNH
1861
Arcadia Wealth Management (New Hampshire)
New Hampshire
$332K +$2.35K +11 +0.9%
LF
1862
Lantz Financial
Illinois
$331K -$11.1K -52 -4%
UWPG
1863
Ullmann Wealth Partners Group
Florida
$331K -$642 -3 -0.2%
RMCM
1864
Reynders McVeigh Capital Management
Massachusetts
$331K -$1.07K -5 -0.4%
MA
1865
MCF Advisors
Kentucky
$331K
SAM
1866
Steinberg Asset Management
New York
$330K +$271K +1,267 New
EWA
1867
Emergent Wealth Advisors
New York
$328K +$269K +1,260 New
LCM
1868
LVM Capital Management
Michigan
$325K -$28.4K -133 -10%
APW
1869
Aurora Private Wealth
New Jersey
$325K +$267K +1,248 New
IIA
1870
IPG Investment Advisors
California
$325K +$266K +1,246 New
ACH
1871
ArrowMark Colorado Holdings
Colorado
$325K
RPCA
1872
Running Point Capital Advisors
California
$324K +$1.93K +9 +0.7%
WIC
1873
Woodmont Investment Counsel
Tennessee
$324K +$6.42K +30 +2%
V
1874
VeraBank
Texas
$323K +$25K +117 +10%
STB
1875
S&T Bank
Pennsylvania
$323K

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.