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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
PFG
2101
Prosperity Financial Group
California
$237K +$194K +908 New
GWA
2102
GGM Wealth Advisors
Maryland
$237K +$21.4K +100 +10%
MPPLM
2103
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$236K +$194K +905 New
ACM
2104
AlphaStar Capital Management
North Carolina
$235K +$193K +903 New
CC
2105
Constitution Capital
Connecticut
$235K -$85.5K -400 -31%
AIM
2106
Avity Investment Management
Connecticut
$235K +$192K +900 New
CTFG
2107
Capstone Triton Financial Group
Oklahoma
$235K +$192K +900 New
M1FG
2108
Mach-1 Financial Group
Arkansas
$235K +$192K +900 New
LL
2109
LWMG LLC
Minnesota
$234K +$192K +899 New
RCM
2110
Rain Capital Management
Oregon
$234K +$192K +899 New
YWM
2111
Yoder Wealth Management
California
$234K +$192K +899 New
SFG
2112
Sather Financial Group
Texas
$234K +$192K +898 New
CAL
2113
Capital Advisors Ltd
Ohio
$234K
TCM
2114
Telos Capital Management
California
$233K +$191K +892 New
SCM
2115
Stordahl Capital Management
Colorado
$232K +$191K +891 New
ACMA
2116
Arbor Capital Management (Alaska)
Alaska
$232K +$203K +950 New
DIP
2117
DT Investment Partners
Pennsylvania
$232K -$10.7K -50 -4%
MWA
2118
Midland Wealth Advisors
Illinois
$231K +$190K +888 New
LF
2119
LifeSteps Financial
California
$231K +$189K +886 New
IRAG
2120
Investment Research & Advisory Group
Georgia
$231K
PWMG
2121
Prestige Wealth Management Group
New Jersey
$230K -$4.71K -22 -2%
FSCM
2122
Front Street Capital Management
Montana
$230K -$642 -3 -0.3%
CIC
2123
Crawford Investment Counsel
Georgia
$230K +$188K +881 New
NWM
2124
Northwest Wealth Management
Iowa
$230K +$188K +881 New
MFGM
2125
Marshall Financial Group (Maryland)
Maryland
$229K +$188K +877 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.