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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
AIS
2176
AM Investment Strategies
Tennessee
$212K +$174K +815 New
QWM
2177
Quadcap Wealth Management
Texas
$212K +$174K +812 New
NPP
2178
New Potomac Partners
Maryland
$211K +$173K +810 New
HC
2179
Hara Capital
Washington
$211K +$173K +810 New
TCWM
2180
Total Clarity Wealth Management
Illinois
$211K +$173K +810 New
XT
2181
XTX Topco
Cayman Islands
$211K +$173K +810 New
MC
2182
Matisse Capital
Oregon
$211K +$173K +809 New
PBO
2183
Peoples Bank (Ohio)
Ohio
$211K +$173K +809 New
SWA
2184
Strata Wealth Advisors
Texas
$210K +$173K +807 New
AMBIA
2185
Allen Mooney & Barnes Investment Advisors
Georgia
$210K +$172K +805 New
HGWM
2186
Horst & Graben Wealth Management
Oregon
$209K +$172K +804 New
RFS
2187
Retirement Financial Solutions
Tennessee
$209K +$172K +802 New
EIG
2188
Ellenbecker Investment Group
Wisconsin
$209K +$172K +802 New
ABLA
2189
Alan B. Lancz & Associates
Ohio
$209K +$171K +800 New
ATFA
2190
All Terrain Financial Advisors
Minnesota
$209K +$171K +800 New
BPCE
2191
Bank Pictet & Cie (Europe)
Germany
$209K +$171K +800 New
SPAS
2192
Spectrum Planning & Advisory Services
California
$209K +$171K +800 New
CMI
2193
Clare Market Investments
Texas
$208K -$59K -276 -26%
BC
2194
Brio Consultants
California
$207K +$170K +796 New
CFO
2195
CVA Family Office
Colorado
$207K +$170K +796 New
TCMP
2196
Thrive Capital Management (Pennsylvania)
Pennsylvania
$207K +$170K +796 New
FWM
2197
Focused Wealth Management
New York
$207K +$28K +131 +20%
VBWMG
2198
Von Berge Wealth Management Group
California
$207K +$204K +952 New
ECM
2199
Exchange Capital Management
Michigan
$207K +$170K +795 New
MFC
2200
Morris Financial Concepts
South Carolina
$207K +$170K +795 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.