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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
WFI
1976
West Family Investments
California
$280K
AUB
1977
Atlantic Union Bankshares
Virginia
$280K
CAM
1978
Cozad Asset Management
Illinois
$279K
ACM
1979
Advance Capital Management
Michigan
$279K +$229K +1,071 New
SA
1980
Sunesis Advisors
Kansas
$278K
RPWA
1981
Regent Peak Wealth Advisors
Georgia
$277K -$8.13K -38 -3%
MC
1982
Miramar Capital
Illinois
$277K -$8.55K -40 -4%
WAM
1983
Weinberger Asset Management
California
$277K +$227K +1,063 New
GM
1984
GeoWealth Management
Illinois
$277K +$228K +1,066 New
DCM
1985
Driehaus Capital Management
Illinois
$275K -$438K -2,048 -66%
RFN
1986
Redwood Financial Network
Ohio
$275K
BPFA
1987
Barnes Pettey Financial Advisors
Mississippi
$274K
RAG
1988
RIA Advisory Group
Iowa
$274K +$225K +1,053 New
HAS
1989
Holland Advisory Services
Florida
$274K
WA
1990
WESPAC Advisors
California
$274K -$7.7K -36 -3%
CBOR
1991
Community Bank of Raymore
Missouri
$274K
ESBC
1992
E.S. Barr & Co
Kentucky
$274K
MFC
1993
Mechanics Financial Corp
Ohio
$274K
RIS
1994
Retirement Income Solutions
Michigan
$274K
CMAI
1995
Capital Management Associates Inc
Minnesota
$274K +$225K +1,050 New
EFL
1996
ERn Financial LLC
Wisconsin
$274K -$6.84K -32 -2%
GC
1997
GFG Capital
Florida
$273K
AFWM
1998
Abich Financial Wealth Management
Virginia
$273K +$224K +1,047 New
M
1999
MOTCO
Texas
$273K
BWL
2000
Bogart Wealth LLC
Virginia
$272K +$34.6K +162 +18%

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.