We are live on ! Find out more

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
PAI
2451
Pittenger & Anderson Inc
Nebraska
$10.4K
PCMC
2452
Planning Capital Management Corporation
Pennsylvania
$10.2K +$8.34K +39 New
SJIM
2453
St. Johns Investment Management
Florida
$9.9K +$8.13K +38 New
AT
2454
Avalon Trust
New Mexico
$9.38K
CCMI
2455
Creative Capital Management Investments
California
$9.38K
NC
2456
NewSquare Capital
Pennsylvania
$9.12K -$33.1K -155 -82%
CSWM
2457
Cassady Schiller Wealth Management
Ohio
$9.12K
MFA
2458
McClarren Financial Advisors
Pennsylvania
$9K
CPG
2459
Cornerstone Planning Group
New Jersey
$8.86K -$4.92K -23 -40%
WAG
2460
Wiser Advisor Group
Arizona
$8.34K +$6.84K +32 New
VWA
2461
Valued Wealth Advisors
Utah
$8.05K +$8.98K +42 New
BHWM
2462
Bay Harbor Wealth Management
Maryland
$7.82K
LFA
2463
Legend Financial Advisors
Pennsylvania
$5.74K +$4.71K +22 New
CQS
2464
Credential Qtrade Securities
$5.47K -$838K -3,919 -99%
IA
2465
IFS Advisors
Kansas
$5.47K -$23.5K -110 -84%
SVCP
2466
Silicon Valley Capital Partners
California
$5.21K
SFA
2467
Semmax Financial Advisors
North Carolina
$5.11K
CIR
2468
Clear Investment Research
Georgia
$4.95K +$4.06K +19 New
DF
2469
DecisionPoint Financial
Arizona
$3.91K +$2.14K +10 +200%
IWP
2470
IAG Wealth Partners
Wisconsin
$3.65K -$15.4K -72 -84%
JGIA
2471
Jackson Grant Investment Advisers
Connecticut
$3.65K
PS
2472
PayPay Securities
Japan
$3.44K -$2.78K -13 -50%
CWA
2473
Carolina Wealth Advisors
South Carolina
$3.13K
GCS
2474
Gordian Capital (Singapore)
Singapore
$2.87K
RF
2475
Robinswood Financial
Washington
$2.67K

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.