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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
ZIC
2026
ZWJ Investment Counsel
Georgia
$262K +$215K +1,006 New
RB
2027
Rodgers Brothers
Pennsylvania
$261K +$214K +1,002 New
SCP
2028
Sivia Capital Partners
California
$261K +$214K +1,002 New
CWA
2029
Canvas Wealth Advisors
Kansas
$261K -$7.06K -33 -3%
ECM
2030
EMC Capital Management
Texas
$261K -$214K -1,000 -50%
APW
2031
Acima Private Wealth
Virginia
$261K
RAM
2032
Ramirez Asset Management
New York
$261K
BCMIO
2033
Beacon Capital Management Inc (Ohio)
Ohio
$261K +$214K +1,000 New
CA
2034
Cresta Advisors
Texas
$261K +$214K +1,000 New
FIBT
2035
First International Bank & Trust
North Dakota
$261K +$214K +1,000 New
IFO
2036
Independent Family Office
New York
$261K +$214K +1,000 New
PIS
2037
POM Investment Strategies
North Carolina
$261K +$214K +1,000 New
TFCP
2038
Twin Focus Capital Partners
Massachusetts
$261K +$214K +1,000 New
SJGA
2039
Stephen J. Garry & Associates
New York
$260K +$214K +999 New
FZCM
2040
Flynn Zito Capital Management
New York
$260K -$10.7K -50 -5%
BOH
2041
Bank of Hawaii
Hawaii
$260K +$213K +997 New
PMG
2042
Private Management Group
California
$259K +$213K +995 New
FGA
2043
Fortis Group Advisors
New Jersey
$259K +$106K +497 +100%
TF
2044
Talbot Financial
Washington
$259K +$213K +994 New
CIG
2045
Cairn Investment Group
Washington
$259K +$213K +995 New
FCT
2046
First Community Trust
Iowa
$259K
AWM
2047
Arista Wealth Management
Nevada
$259K +$212K +992 New
APWA
2048
Atlas Private Wealth Advisors
New Jersey
$259K -$22.2K -104 -9%
OAM
2049
Occidental Asset Management
California
$258K +$212K +992 New
AAG
2050
Armstrong Advisory Group
Massachusetts
$258K -$23.5K -110 -10%

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.