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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
WIM
2151
Warwick Investment Management
Texas
$219K +$179K +838 New
PFA
2152
Pettinga Financial Advisors
Indiana
$218K +$179K +838 New
IWS
2153
Integrity Wealth Solutions
Colorado
$218K +$179K +837 New
CWM
2154
Chronos Wealth Management
Florida
$218K +$179K +836 New
CAM
2155
Concorde Asset Management
Michigan
$217K +$178K +834 New
JBA
2156
Johnson Bixby & Associates
Washington
$217K +$178K +834 New
HFRG
2157
Houlihan Financial Resource Group
Virginia
$217K +$178K +832 New
AWM
2158
Act Wealth Management
Texas
$217K +$178K +831 New
MIM
2159
MTM Investment Management
South Carolina
$217K +$178K +831 New
BMO
2160
Beck Mack & Oliver
New York
$216K +$178K +830 New
TB
2161
Terril Brothers
Missouri
$216K +$177K +829 New
EWM
2162
Evermay Wealth Management
Virginia
$216K +$2.35K +11 +1%
CPA
2163
Cardiff Park Advisors
California
$216K +$177K +828 New
NCM
2164
Northwest Capital Management
Oregon
$216K +$5.99K +28 +4%
NA
2165
Navellier & Associates
Nevada
$215K -$166K -775 -48%
GWM
2166
Greenhouse Wealth Management
Connecticut
$215K +$176K +825 New
MMG
2167
Monetary Management Group
Missouri
$215K
GHAM
2168
Gilman Hill Asset Management
Connecticut
$215K +$176K +824 New
I
2169
INVST
Indiana
$215K +$220K +1,029 New
PG
2170
Prostatis Group
Maryland
$214K +$176K +823 New
RBC
2171
Roble Belko & Company
Pennsylvania
$214K +$107K +500 +155%
BWA
2172
Beam Wealth Advisors
Louisiana
$214K +$175K +820 New
NFG
2173
Norris Financial Group
South Carolina
$213K +$175K +819 New
VP
2174
Verum Partners
North Carolina
$213K +$174K +815 New
ATC
2175
Advantage Trust Company
Kansas
$212K +$174K +815 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.