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
D
1901
Diversified
Delaware
$313K +$257K +1,201 New
HFS
1902
Heritage Financial Services
Massachusetts
$313K -$428 -2 -0.2%
AFM
1903
Armstrong Fleming & Moore
District of Columbia
$313K
CTA
1904
Chesley Taft & Associates
Illinois
$313K +$257K +1,200 New
PWP
1905
Perfromance Wealth Partners
Illinois
$313K +$257K +1,200 New
EP
1906
Eudaimonia Partners
Tennessee
$313K -$108K -504 -30%
CA
1907
Continuum Advisory
Idaho
$312K -$26.7K -125 -9%
WC
1908
Waterloo Capital
Texas
$312K +$256K +1,196 New
BHWM
1909
Bar Harbor Wealth Management
New Hampshire
$311K -$5.99K -28 -2%
OC
1910
Oarsman Capital
Wisconsin
$311K +$255K +1,192 New
TFIPS
1911
Towarzystwo Funduszy Inwestycyjnych PZU SA
$310K +$255K +1,190 New
FNBTCON
1912
First National Bank & Trust Co of Newtown
Pennsylvania
$310K -$10.7K -50 -4%
CWM
1913
Compass Wealth Management
Connecticut
$309K -$6.42K -30 -2%
IPW
1914
Invictus Private Wealth
Colorado
$309K -$6.2K -29 -2%
HIS
1915
Horizon Investment Services
Indiana
$308K
CBFP
1916
Cedar Brook Financial Partners
Ohio
$307K -$642 -3 -0.2%
PCP
1917
Proficio Capital Partners
Massachusetts
$307K +$4.71K +22 +2%
AWC
1918
Abundance Wealth Counselors
Pennsylvania
$306K -$32.1K -150 -11%
TWM
1919
Tolleson Wealth Management
Texas
$306K +$21.4K +100 +9%
EA
1920
Everpar Advisors
Oklahoma
$306K +$251K +1,173 New
MPCA
1921
Madison Park Capital Advisors
Washington
$305K +$250K +1,169 New
WA
1922
Wambolt & Associates
Colorado
$304K -$7.49K -35 -3%
HWA
1923
HHM Wealth Advisors
Tennessee
$304K -$26.3K -123 -10%
RWP
1924
Revolve Wealth Partners
New Jersey
$304K -$52.8K -247 -18%
MA
1925
MJP Associates
Connecticut
$303K +$3.85K +18 +2%

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.