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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
HWA
1951
Heritage Wealth Advisors
Virginia
$293K -$21.4K -100 -8%
CFFP
1952
Center for Financial Planning
Michigan
$292K
AMR
1953
Asset Management Resources
Massachusetts
$292K -$55.2K -258 -19%
GSC
1954
Grey Street Capital
Illinois
$291K +$2.57K +12 +1%
PCMM
1955
Piedmont Capital Management (Montana)
Montana
$291K
PA
1956
Perennial Advisors
New York
$290K
GBT
1957
Grove Bank & Trust
Florida
$290K +$138K +643 +137%
BCP
1958
Berkeley Capital Partners
Georgia
$290K +$238K +1,113 New
LF
1959
Lee Financial
Texas
$289K -$24K -112 -9%
CTI
1960
Community Trust & Investment
Kentucky
$288K -$46.2K -216 -16%
HI
1961
Hudock Inc
Pennsylvania
$288K
OAM
1962
Oxford Asset Management
United Kingdom
$287K +$236K +1,102 New
NJBEST
1963
New Jersey Better Educational Savings Trust
New Jersey
$287K
LWM
1964
LongView Wealth Management
Georgia
$287K +$272K +1,270 New
AC
1965
Annandale Capital
Texas
$286K +$1.28K +6 +0.5%
BWFA
1966
Baltimore-Washington Financial Advisors
Maryland
$285K +$7.49K +35 +3%
RWB
1967
RMR Wealth Builders
New Jersey
$285K +$234K +1,094 New
BW
1968
BIP Wealth
Georgia
$284K +$233K +1,089 New
CFSG
1969
Clark Financial Services Group
Missouri
$283K
FA
1970
Fountainhead AM
New Jersey
$283K +$232K +1,085 New
TW
1971
Traveka Wealth
California
$283K +$232K +1,085 New
NHT
1972
New Hampshire Trust
New Hampshire
$282K
AI
1973
Arrien Investments
Idaho
$282K -$95.6K -447 -29%
OHWP
1974
Oak Harbor Wealth Partners
North Carolina
$281K
CFC
1975
Coyle Financial Counsel
Illinois
$281K

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.