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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
LWANC
2326
Laurel Wealth Advisors (North Carolina)
North Carolina
$86K
HBW
2327
Hazlett, Burt & Watson
West Virginia
$86K -$8.77K -41 -11%
BBPWM
2328
Blue Bell Private Wealth Management
Pennsylvania
$85.2K +$19.5K +91 +39%
FPFS
2329
First Personal Financial Services
North Carolina
$84.5K
CWM
2330
CarsonAllaria Wealth Management
Illinois
$84.3K
OLVIG
2331
Oliver Lagore Vanvalin Investment Group
Michigan
$84.2K -$7.7K -36 -10%
AWM
2332
Atticus Wealth Management
Florida
$83.4K +$21.4K +100 +45%
FFA
2333
Frazier Financial Advisors
Ohio
$82.5K +$67.6K +316 New
QL
2334
Quarry LP
New York
$82.4K +$54.3K +254 +410%
CB
2335
Centennial Bank
Arkansas
$82.4K
WPWM
2336
Western Pacific Wealth Management
Illinois
$76.9K
EAM
2337
Erste Asset Management
Austria
$75.5K
CWM
2338
Cranbrook Wealth Management
Michigan
$73.5K
MSWM
2339
McGlone Suttner Wealth Management
Wisconsin
$73.1K +$60.1K +281 New
RP
2340
Raelipskie Partnership
Ontario, Canada
$73K +$59.9K +280 New
BC
2341
Broadwater Capital
Massachusetts
$71.7K +$58.8K +275 New
SCA
2342
Stuart Chaussee & Associates
California
$70.1K
LFA
2343
Level Financial Advisors
New York
$68.8K
RCM
2344
Raleigh Capital Management
North Carolina
$68K +$30.6K +143 +121%
GJIA
2345
Glass Jacobson Investment Advisors
Maryland
$66.7K -$5.35K -25 -9%
IHWM
2346
Iron Horse Wealth Management
Iowa
$66.2K -$7.49K -35 -12%
CIM
2347
Contravisory Investment Management
Massachusetts
$65.2K -$391K -1,830 -88%
TCG
2348
Transcendent Capital Group
Oklahoma
$65.2K +$53.5K +250 New
CFG
2349
CKW Financial Group
Hawaii
$65K
BMC
2350
Bear Mountain Capital
Washington
$64.2K +$68.4K +320 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.