We are live on ! Find out more

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
SIM
1301
Sentry Investment Management
Wisconsin
$438K -$157K -880 -27%
EBSAM
1302
Eubel Brady & Suttman Asset Management
Ohio
$438K +$52.6K +295 +14%
BIG
1303
Brooklyn Investment Group
New York
$437K
TPI
1304
Trust Point Inc
Wisconsin
$436K -$5.53K -31 -1%
SC
1305
SouthState Corp
Florida
$436K +$18.5K +104 +5%
AC
1306
Avestar Capital
New York
$434K +$46.5K +261 +12%
AHC
1307
Adell Harriman & Carpenter
Texas
$433K -$80.2K -450 -16%
FFA
1308
Founders Financial Alliance
North Carolina
$432K -$158K -887 -27%
CGA
1309
Crescent Grove Advisors
Illinois
$431K -$780K -4,374 -65%
RBFC
1310
Roman Butler Fullerton & Co
Missouri
$431K +$20K +112 +5%
CFA
1311
Capstone Financial Advisors
Illinois
$429K
CFP
1312
Cascade Financial Partners
California
$428K
HWM
1313
Horizon Wealth Management
Illinois
$428K +$222K +1,247 +113%
AWM
1314
Avaii Wealth Management
Wisconsin
$428K -$5.35K -30 -1%
FC
1315
Forte Capital
New York
$427K
HAM
1316
Harmony Asset Management
Arizona
$425K -$43.8K -246 -10%
AP
1317
Adero Partners
California
$425K +$28.7K +161 +7%
COCM
1318
Charter Oak Capital Management
New Hampshire
$424K -$18.9K -106 -4%
SP
1319
Stonebrook Private
Michigan
$424K -$132K -743 -24%
BCMLT
1320
Beacon Capital Management LLC (Tennessee)
Tennessee
$423K -$12.1K -68 -3%
LTI
1321
Laffer Tengler Investments
Tennessee
$423K +$285K +1,600 +221%
KA
1322
Keene & Associates
Texas
$421K +$45.5K +255 +12%
DLCIG
1323
D.L. Carlson Investment Group
New Hampshire
$420K
EIP
1324
Ellis Investment Partners
Pennsylvania
$420K +$175K +982 +74%
NSEDCP
1325
NJ State Employees Deferred Compensation Plan
New Jersey
$419K

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.