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1,957 hedge funds and large institutions have $62.5B invested in Boeing in 2024 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 604 increasing their positions, 920 reducing their positions, and 235 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.18% less ownership

Funds ownership: 67.15%66.96% (-0.18%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

6% less funds holding

Funds holding: 2,0741,957 (-117)

17% less capital invested

Capital invested by funds: $74.9B → $62.5B (-$12.4B)

26% less call options, than puts

Call options by funds: $4.75B | Put options by funds: $6.4B

34% less repeat investments, than reductions

Existing positions increased: 604 | Existing positions reduced: 920

39% less first-time investments, than exits

New positions opened: 143 | Existing positions closed: 235

Holders
1,957
Holders Change
-117
Holders Change %
-5.64%
% of All Funds
28.1%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.27%
New
143
Increased
604
Reduced
920
Closed
235
Calls
$4.75B
Puts
$6.4B
Net Calls
-$1.65B
Net Calls Change
+$260M
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
601
Baker Tilly Wealth Management
Wisconsin
$1.71M +$445K +2,593 +30%
KFGK
602
Keystone Financial Group (Kentucky)
Kentucky
$1.71M -$227K -1,324 -11%
CLA
603
Carnegie Lake Advisors
New Jersey
$1.71M +$1.92M +11,226 New
NP
604
Nilsine Partners
Colorado
$1.71M -$189K -1,102 -9%
BFIC
605
Bedell Frazier Investment Counselling
California
$1.7M +$561K +3,274 +41%
WE
606
Wealth Effects
Massachusetts
$1.7M +$30.2K +176 +2%
SWM
607
Spire Wealth Management
Virginia
$1.69M +$71.7K +418 +4%
PL
608
Plancorp LLC
Missouri
$1.69M -$4.12K -24 -0.2%
EWM
609
Empirical Wealth Management
Washington
$1.68M -$791K -4,615 -29%
EWM
610
Evercore Wealth Management
New York
$1.68M -$33.4K -195 -2%
KCM
611
Kerusso Capital Management
North Carolina
$1.66M +$115K +668 +7%
MA
612
Modus Advisors
Minnesota
$1.66M -$125K -728 -6%
ADL
613
Asset Dedication LLC
California
$1.65M -$819K -4,776 -31%
MW
614
Marcum Wealth
Ohio
$1.65M +$174K +1,017 +10%
GAA
615
Global Assets Advisory
Florida
$1.64M +$1.83M +10,653 New
BCM
616
Brookstone Capital Management
Illinois
$1.64M -$98.9K -577 -5%
TCOT
617
Trust Company of Toledo
Ohio
$1.64M -$27.4K -160 -1%
MPM
618
Meritage Portfolio Management
Kansas
$1.64M
SCM
619
SOL Capital Management
Maryland
$1.64M +$48K +280 +3%
PPW
620
Parcion Private Wealth
Washington
$1.63M -$10.3K -60 -0.6%
RMAM
621
Raab & Moskowitz Asset Management
New Jersey
$1.61M +$11.3K +66 +0.6%
FMII
622
Farmers & Merchants Investments Inc
Nebraska
$1.6M -$10.3K -60 -0.6%
ITC
623
Inspire Trust Company
Nevada
$1.6M +$806K +4,700 +81%
WCMN
624
Westchester Capital Management (Nebraska)
Nebraska
$1.59M -$343 -2 -0%
NRS
625
Neville Rodie & Shaw
New York
$1.59M -$72.9K -425 -4%

BA Hedge Fund Activity: Q3 2024 in Review

1,957 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q3 2024, worth a combined $62.5B — down 17% from $74.9B a quarter earlier.

Sellers outnumbered buyers: 235 funds closed out of BA and 143 opened new positions — a net loss of 92 holders — while 920 trimmed existing stakes and 604 added.

The largest buyer was Capital World Investors, adding an estimated $358M. The largest seller was Capital International Investors, cutting an estimated $458M.

  • 1,957 institutional investors held Boeing (BA) as of Q3 2024, down from 2,074 in Q2 2024.
  • Funds reported $62.5B of Boeing stock for Q3 2024, down 17% quarter-over-quarter.
  • 143 funds opened new Boeing positions in Q3 2024 and 235 closed out, a net change of -92 holders.
  • The largest Boeing buyer in Q3 2024 was Capital World Investors, an estimated $358M added.
  • The largest Boeing seller in Q3 2024 was Capital International Investors, an estimated $458M sold.

Based on aggregated 13F filings for Q3 2024.