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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
MAWCM
2301
Mine & Arao Wealth Creation & Management
California
$108K
DFA
2302
DHJJ Financial Advisors
Illinois
$108K
GC
2303
Gould Capital
Washington
$107K
DF
2304
Dunhill Financial
United Kingdom
$107K +$87.5K +409 New
GWSA
2305
Global Wealth Strategies & Associates
Colorado
$106K -$2.35K -11 -3%
RFG
2306
RFP Financial Group
Georgia
$105K -$15.8K -74 -16%
AWM
2307
Avondale Wealth Management
Texas
$104K
SA
2308
SRH Advisors
Kansas
$104K
Bank Julius Baer & Co
2309
Bank Julius Baer & Co
Switzerland
$104K -$1.07K -5 -1%
WAM
2310
WFA Asset Management
Wisconsin
$104K -$10.7K -50 -11%
OA
2311
Operose Advisors
Wisconsin
$104K -$111K -520 -57%
ETC
2312
Exchange Traded Concepts
Oklahoma
$104K +$78.3K +366 +1,109%
KA
2313
Kozak & Associates
Colorado
$103K -$153K -717 -58%
VWM
2314
Valley Wealth Managers
New Jersey
$101K
T
2315
Tidemark
California
$100K +$82.3K +385 New
DWMG
2316
DB Wealth Management Group
California
$99.1K
KFS
2317
Kelly Financial Services
Massachusetts
$98.9K
CWP
2318
Concord Wealth Partners
Virginia
$97.7K
SIS
2319
Strategic Investment Solutions
Illinois
$96.5K -$2.72M -12,734 -97%
JFG
2320
JDM Financial Group
Texas
$96.4K
SHIM
2321
Stone House Investment Management
Pennsylvania
$95.9K +$7.49K +35 +11%
CAS
2322
Coppell Advisory Solutions
Texas
$94.8K +$10.1K +47 +15%
WAS
2323
Winch Advisory Services
Wisconsin
$92.8K -$10.1K -47 -12%
BWM
2324
Baystate Wealth Management
Massachusetts
$88.8K -$8.77K -41 -11%
MSFP
2325
Mark Sheptoff Financial Planning
Connecticut
$86.9K

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.