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2,074 hedge funds and large institutions have $74.9B invested in Boeing in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 732 increasing their positions, 918 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.2% more ownership

Funds ownership: 64.95%67.15% (+2.2%)

1% less capital invested

Capital invested by funds: $76.1B → $74.9B (-$1.14B)

6% less funds holding

Funds holding: 2,1952,074 (-121)

20% less repeat investments, than reductions

Existing positions increased: 732 | Existing positions reduced: 918

27% less call options, than puts

Call options by funds: $5.25B | Put options by funds: $7.16B

33% less funds holding in top 10

Funds holding in top 10: 3020 (-10)

44% less first-time investments, than exits

New positions opened: 120 | Existing positions closed: 213

Holders
2,074
Holders Change
-121
Holders Change %
-5.51%
% of All Funds
29.95%
Holding in Top 10
20
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-33.33%
% of All Funds
0.29%
New
120
Increased
732
Reduced
918
Closed
213
Calls
$5.25B
Puts
$7.16B
Net Calls
-$1.91B
Net Calls Change
-$8.36M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1251
Shoker Investment Counsel
Ohio
$488K +$8.91K +50 +2%
DT
1252
Diversified Trust
Tennessee
$486K +$102K +572 +27%
JCM
1253
Janney Capital Management
Pennsylvania
$484K
HWMO
1254
Heritage Wealth Management (Ohio)
Ohio
$483K +$466K +2,612 New
GIP
1255
Greatmark Investment Partners
Georgia
$483K
RFN
1256
RDA Financial Network
Iowa
$480K +$44.2K +248 +10%
KFA
1257
Kelleher Financial Advisors
New York
$479K +$17.6K +99 +4%
IA
1258
Inspire Advisors
Idaho
$479K +$15.5K +87 +3%
WG
1259
Welch Group
Alabama
$477K +$90.7K +509 +24%
LWL
1260
Leo Wealth LLC
Texas
$475K +$23.4K +131 +5%
TWP
1261
Tyche Wealth Partners
Texas
$474K +$25.7K +144 +6%
SRC
1262
Shufro Rose & Co
New York
$473K
GWM
1263
Gibbs Wealth Management
Georgia
$473K +$463K +2,600 New
EWM
1264
Edge Wealth Management
New York
$473K -$339K -1,900 -42%
PBK
1265
Peoples Bank (Kansas)
Kansas
$472K -$891 -5 -0.2%
SIA
1266
Schechter Investment Advisors
Michigan
$471K -$42.1K -236 -8%
MIC
1267
Maxi Investments CY
Cyprus
$469K
AFC
1268
AFT Forsyth & Company
Florida
$467K
SWMP
1269
Signature Wealth Management Partners
New Jersey
$466K -$120K -675 -21%
SW
1270
SlateStone Wealth
Florida
$466K -$18.4K -103 -4%
JSW
1271
Journey Strategic Wealth
New Jersey
$466K +$256K +1,439 +128%
GSIAS
1272
Garden State Investment Advisory Services
New Jersey
$465K -$64.7K -363 -12%
OIA
1273
Optimum Investment Advisors
Illinois
$464K
PP
1274
Patron Partners
Texas
$463K -$12.1K -68 -3%
CCM
1275
Chickasaw Capital Management
Tennessee
$463K

BA Hedge Fund Activity: Q2 2024 in Review

2,074 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q2 2024, worth a combined $74.9B — down 1.5% from $76.1B a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of BA and 120 opened new positions — a net loss of 93 holders — while 918 trimmed existing stakes and 732 added.

The largest buyer was Capital Research Global Investors, adding an estimated $1.8B. The largest seller was Citadel Advisors, cutting an estimated $260M.

  • 2,074 institutional investors held Boeing (BA) as of Q2 2024, down from 2,195 in Q1 2024.
  • Funds reported $74.9B of Boeing stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 120 funds opened new Boeing positions in Q2 2024 and 213 closed out, a net change of -93 holders.
  • The largest Boeing buyer in Q2 2024 was Capital Research Global Investors, an estimated $1.8B added.
  • The largest Boeing seller in Q2 2024 was Citadel Advisors, an estimated $260M sold.

Based on aggregated 13F filings for Q2 2024.