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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
SA
2201
Scarborough Advisors
Maryland
$207K +$170K +795 New
CAM
2202
Close Asset Management
United Kingdom
$207K
GGS
2203
Galvin Gaustad & Stein
Arizona
$207K +$170K +794 New
CPC
2204
Congress Park Capital
New York
$207K +$170K +793 New
WF
2205
Whelan Financial
California
$207K +$170K +793 New
EWS
2206
Evergreen Wealth Solutions
Pennsylvania
$206K -$68.7K -321 -29%
WPW
2207
Watershed Private Wealth
Illinois
$206K +$169K +789 New
OCPWS
2208
One Charles Private Wealth Services
Massachusetts
$205K +$169K +788 New
CRI
2209
Colonial River Investments
Virginia
$205K -$67.6K -316 -29%
NCM
2210
Next Capital Management
New York
$205K +$168K +785 New
NRC
2211
New Republic Capital
North Carolina
$204K +$168K +784 New
IP
2212
Isthmus Partners
Wisconsin
$204K +$167K +783 New
TWM
2213
Thrive Wealth Management
Pennsylvania
$204K +$167K +783 New
FFG
2214
Frisch Financial Group
New York
$204K +$167K +783 New
JPLA
2215
Joseph P. Lucia & Associates
New York
$204K +$167K +782 New
LPAM
2216
Lodestar Private Asset Management
California
$204K +$167K +782 New
RDWM
2217
Red Door Wealth Management
Tennessee
$203K +$167K +780 New
IW
2218
Imprint Wealth
South Carolina
$203K +$170K +793 New
FEG
2219
Financial Enhancement Group
Indiana
$203K +$214K +1,000 New
SWC
2220
Spectrum Wealth Counsel
Indiana
$203K +$167K +779 New
SLWA
2221
San Luis Wealth Advisors
California
$203K +$167K +780 New
AG
2222
Ascent Group
Virginia
$203K +$207K +968 New
EWM
2223
Elevatus Welath Management
New York
$203K +$166K +777 New
RMC
2224
Resources Management Corp
Connecticut
$202K
WWWM
2225
White Wing Wealth Management
Texas
$202K +$189K +882 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.