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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
KFP
2376
Keener Financial Planning
Texas
$52K +$42.8K +200 New
DCM
2377
Davis Capital Management
Florida
$51.6K +$42.3K +198 New
MRCM
2378
M&R Capital Management
New Jersey
$50.3K +$10.7K +50 +35%
GTAM
2379
Global Trust Asset Management
Florida
$49.5K +$5.35K +25 +15%
DI
2380
DAGCO Inc
Ohio
$48.5K +$39.8K +186 New
DWS
2381
Dynamic Wealth Strategies
California
$48.5K +$39.8K +186 New
FRA
2382
Frank Rimerman Advisors
California
$48.2K +$39.6K +185 New
EWP
2383
Elevation Wealth Partners
California
$46.6K
FP
2384
Financial Perspectives
Minnesota
$45.9K
Man Group
2385
Man Group
United Kingdom
$45.6K +$37.4K +175 New
NMM
2386
Naples Money Management
Florida
$44.3K +$36.4K +170 New
AFG
2387
Albion Financial Group
Utah
$44.1K
VF
2388
VitalStone Financial
Texas
$44K -$5.56K -26 -13%
VAG
2389
VisionPoint Advisory Group
Texas
$42.7K -$233K -1,089 -87%
MIM
2390
Macroview Investment Management
Maryland
$42.2K -$2.99K -14 -8%
AF
2391
Arrow Financial
New York
$41.7K -$32.1K -150 -48%
WWM
2392
Wolff Wiese Magana
California
$41.4K -$28K -131 -45%
RG
2393
Retirement Group
California
$41.4K
CTWM
2394
Cherry Tree Wealth Management
Minnesota
$39.9K -$10.7K -50 -25%
MFG
2395
Mendota Financial Group
Wisconsin
$39.1K
TCCM
2396
Timber Creek Capital Management
Massachusetts
$39.1K
ACM
2397
Accent Capital Management
Ohio
$39.1K +$32.1K +150 New
RWPA
2398
Richard W. Paul & Associates
Michigan
$38.6K
APC
2399
Aspire Private Capital
North Carolina
$36.5K
NMG
2400
New Millennium Group
Utah
$36K

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.