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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
WC
1526
Waterloo Capital
Texas
$293K +$103K +579 +56%
AWM
1527
Accel Wealth Management
Iowa
$292K -$11.1K -62 -4%
NEWAS
1528
N.E.W. Advisory Services
Wisconsin
$292K -$86.4K -485 -23%
JC
1529
JB Capital
Connecticut
$292K +$6.59K +37 +2%
NCM
1530
Novare Capital Management
North Carolina
$291K -$8.91K -50 -3%
AI
1531
Accredited Investors
Minnesota
$290K -$131K -737 -32%
FFO
1532
Fortitude Family Office
Arizona
$289K
PCM
1533
Presidio Capital Management
California
$289K -$49.6K -278 -15%
MWA
1534
Midland Wealth Advisors
Illinois
$289K +$283K +1,588 New
GCA
1535
Gradient Capital Advisors
California
$289K -$27.1K -152 -9%
MIM
1536
Marco Investment Management
Georgia
$288K -$62.7K -352 -18%
OPTFSNA
1537
Old Point Trust & Financial Services N A
Virginia
$288K -$69.5K -390 -20%
NG
1538
Norden Group
Utah
$288K +$282K +1,581 New
GLLW
1539
Graves Light Lenhart Wealth
Virginia
$287K
BFS
1540
Bradley Foster & Sargent
Connecticut
$286K -$637K -3,575 -69%
ISWM
1541
Independent Solutions Wealth Management
New York
$286K -$199K -1,115 -42%
WIA
1542
World Investment Advisors
California
$285K +$279K +1,567 New
PTC
1543
Philadelphia Trust Company
Pennsylvania
$285K
PMG
1544
ProVise Management Group
Florida
$285K
BFA
1545
Beaumont Financial Advisors
Massachusetts
$283K -$6.42K -36 -2%
CMA
1546
Cedar Mountain Advisors
Oregon
$282K +$45.1K +253 +20%
MIC
1547
Meridian Investment Counsel
California
$282K
OPWM
1548
Oxinas Partners Wealth Management
Indiana
$281K
AL
1549
ADE LLC
Maryland
$280K +$11.6K +65 +4%
ACM
1550
Arcataur Capital Management
Wisconsin
$280K

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.