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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
TIM
2126
Tortoise Investment Management
New York
$228K -$428 -2 -0.2%
KWM
2127
Keebeck Wealth Management
Illinois
$228K +$187K +875 New
PRC
2128
Pearl River Capital
Michigan
$227K +$186K +870 New
HCA
2129
Horan Capital Advisors
Ohio
$226K +$185K +867 New
CFGA
2130
Cambridge Financial Group (Arizona)
Arizona
$226K +$185K +866 New
S
2131
Sachetta
Massachusetts
$226K +$185K +866 New
ACS
2132
Archford Capital Strategies
Illinois
$226K -$58.8K -275 -24%
SPA
2133
Shore Point Advisors
New Jersey
$226K +$185K +865 New
WIA
2134
World Investment Advisors
California
$225K +$185K +865 New
FWTB
2135
First Western Trust Bank
Colorado
$225K -$75.5K -353 -29%
CWA
2136
Clarity Wealth Advisors
California
$225K +$185K +863 New
TFA
2137
Teamwork Financial Advisors
Texas
$225K +$185K +863 New
UCB
2138
United Community Bank
South Carolina
$225K +$142K +662 +331%
PIAS
2139
PCA Investment Advisory Services
Ohio
$225K +$184K +862 New
WFAG
2140
Wescott Financial Advisory Group
Pennsylvania
$224K +$184K +859 New
PWM
2141
Prosperity Wealth Management
California
$222K -$172K -804 -49%
FBFS
2142
First Business Financial Services
Wisconsin
$222K +$182K +853 New
BWM
2143
Buckley Wealth Management
Nevada
$222K +$182K +850 New
PCMC
2144
Private Capital Management (Colorado)
Colorado
$221K +$181K +848 New
2L
2145
25 LLC
Missouri
$220K +$180K +842 New
BFC
2146
Blue Fin Capital
Rhode Island
$219K +$180K +842 New
CWM
2147
Collaborative Wealth Management
Florida
$219K +$180K +841 New
MCWS
2148
McKinley Carter Wealth Services
West Virginia
$219K +$179K +839 New
PAMG
2149
Patton Albertson Miller Group
Tennessee
$219K +$179K +839 New
MGWM
2150
Marks Group Wealth Management
Minnesota
$219K +$179K +839 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.