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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
MCA
1926
MSH Capital Advisors
Arizona
$303K -$55.8K -261 -18%
BFG
1927
Beacon Financial Group
Texas
$303K +$28K +131 +13%
VFG
1928
Valley Financial Group
Pennsylvania
$303K +$249K +1,162 New
HWP
1929
Heritage Wealth Partners
Ohio
$302K
FNC
1930
First National Corp
Massachusetts
$302K
WWM
1931
Waterway Wealth Management
Texas
$302K +$248K +1,159 New
IGGA
1932
Iron Gate Global Advisors
Utah
$302K -$8.77K -41 -3%
AA
1933
Aire Advisors
California
$301K
BFO
1934
Biltmore Family Office
North Carolina
$301K
SAA
1935
Southeast Asset Advisors
Georgia
$300K -$642 -3 -0.3%
FCM
1936
Firestone Capital Management
Florida
$300K
JSW
1937
Journey Strategic Wealth
New Jersey
$300K -$25.2K -118 -9%
CB
1938
Community Bank
New York
$300K
MTWM
1939
Masso Torrence Wealth Management
New Jersey
$299K -$41.7K -195 -15%
FIM
1940
Fernwood Investment Management
Massachusetts
$299K +$246K +1,152 New
LWP
1941
LMG Wealth Partners
Louisiana
$299K
WAM
1942
Weiss Asset Management
Massachusetts
$299K +$245K +1,147 New
RGC
1943
Roberts, Glore & Co
Illinois
$297K -$20.7K -97 -8%
E
1944
ETFidea
New York
$297K
MAA
1945
Matrix Asset Advisors
New York
$296K
MWM
1946
MinichMacGregor Wealth Management
New York
$295K -$428 -2 -0.2%
TDC
1947
Thompson Davis & Co
Virginia
$295K -$3.85K -18 -2%
FFS
1948
Founders Financial Securities
Maryland
$295K -$3.85K -18 -2%
AWA
1949
Amplius Wealth Advisors
Pennsylvania
$294K -$7.27K -34 -3%
HC
1950
Hamilton Capital
Ohio
$293K +$240K +1,124 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.