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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
MFT
2251
Moisand Fitzgerald Tamayo
Florida
$173K +$73.1K +342 +107%
ZB
2252
Zions Bancorporation
Utah
$172K -$169K -790 -54%
CBT
2253
Central Bank & Trust
Kentucky
$171K -$38.5K -180 -22%
EBA
2254
Eagle Bay Advisors
New York
$169K -$56K -262 -29%
CCMW
2255
Cypress Capital Management (Wyoming)
Wyoming
$168K
GWMIA
2256
Global Wealth Management Investment Advisory
Florida
$167K
FPF
2257
First Pacific Financial
Washington
$167K
CCM
2258
Chilton Capital Management
Texas
$165K -$3.42K -16 -2%
JWM
2259
Janiczek Wealth Management
Colorado
$163K -$59.5K -278 -31%
ODG
2260
O'Dell Group
Ohio
$159K +$130K +610 New
FWM
2261
FSA Wealth Management
Massachusetts
$159K +$130K +609 New
BDS
2262
Banco de Sabadell
Florida
$155K -$64.4K -301 -34%
TC
2263
Truvestments Capital
Florida
$154K +$64.2K +300 +103%
CBT
2264
CoreFirst Bank & Trust
Kansas
$151K
BWP
2265
Baldwin Wealth Partners
Massachusetts
$151K -$10.7K -50 -8%
DMBA
2266
Deseret Mutual Benefit Administrators
Utah
$151K -$60.5K -283 -33%
MLA
2267
MB, Levis & Associates
Pennsylvania
$149K
BWM
2268
BKM Wealth Management
Wisconsin
$149K +$122K +571 New
SGC
2269
Slocum, Gordon & Co
Rhode Island
$149K
BG
2270
Bollard Group
Massachusetts
$148K +$107K +500 +725%
PCWA
2271
Pacific Capital Wealth Advisors
California
$146K +$120K +560 New
CCA
2272
Criterion Capital Advisors
Tennessee
$145K +$119K +557 New
SPWM
2273
Spartan Planning & Wealth Management
North Carolina
$144K +$93.7K +438 +384%
TCA
2274
Trifecta Capital Advisors
Illinois
$143K +$642 +3 +0.6%
SWM
2275
Sugarloaf Wealth Management
Georgia
$140K

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.