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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
IPW
2001
Impact Partnership Wealth
Georgia
$272K -$689K -3,223 -76%
VCAM
2002
Van Cleef Asset Management
Ohio
$272K
PWA
2003
Physician Wealth Advisors
Utah
$272K
GFG
2004
Greystone Financial Group
Michigan
$271K +$222K +1,040 New
VFPW
2005
Vantage Financial Partners (Wisconsin)
Wisconsin
$271K +$222K +1,040 New
FI
2006
FWG Investments
Kentucky
$271K +$222K +1,038 New
HFS
2007
Hantz Financial Services
Michigan
$270K +$2.35K +11 +1%
NC
2008
NinePointTwo Capital
California
$270K +$222K +1,038 New
FTC
2009
Farmers Trust Company
Ohio
$270K -$21.4K -100 -9%
AWP
2010
Abacus Wealth Partners
California
$269K +$221K +1,033 New
CCM
2011
Check Capital Management
California
$268K +$220K +1,030 New
SIC
2012
Samalin Investment Counsel
New York
$268K +$220K +1,029 New
JF
2013
JSF Financial
California
$268K -$17.3K -81 -7%
CVM
2014
Cheviot Value Management
California
$268K -$58.8K -275 -21%
CCP
2015
Clarkston Capital Partners
Michigan
$268K +$220K +1,027 New
LI
2016
LMCG Investments
Massachusetts
$268K +$220K +1,027 New
BOSSRA
2017
B.O.S.S. Retirement Advisors
Utah
$267K -$101K -473 -32%
TFP
2018
Triune Financial Partners
Kansas
$267K +$219K +1,024 New
SA
2019
Shilanski & Associates
Alaska
$266K +$218K +1,021 New
AT
2020
Arlington Trust
Alabama
$265K +$218K +1,018 New
TSWM
2021
Tyler-Stone Wealth Management
Ohio
$264K -$1.71K -8 -0.8%
JCFM
2022
JBR Co Financial Management
Oklahoma
$264K +$217K +1,013 New
BIM
2023
Bridgecreek Investment Management
Oklahoma
$264K +$216K +1,012 New
CFG
2024
Compton Financial Group
Maryland
$263K +$216K +1,010 New
AG
2025
AlTi Global
New York
$263K +$216K +1,010 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.