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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
ATFA
1651
All Terrain Financial Advisors
Minnesota
$237K -$17.8K -100 -7%
BRM
1652
Boston Research & Management
Massachusetts
$236K
PCI
1653
Planning Center Inc
Illinois
$236K -$9.98K -56 -4%
BMWM
1654
Brown Miller Wealth Management
Virginia
$235K +$2.5K +14 +1%
AAS
1655
Annex Advisory Services
Wisconsin
$235K -$10.9K -61 -5%
OWIM
1656
Old West Investment Management
California
$235K +$230K +1,289 New
RWB
1657
RMR Wealth Builders
New Jersey
$234K +$4.1K +23 +2%
MSA
1658
Marino Stram & Associates
Massachusetts
$234K -$7.84K -44 -3%
FDDB
1659
Fidelity D&D Bancorp
Pennsylvania
$234K -$4.81K -27 -2%
SIM
1660
SSI Investment Management
California
$234K
HCMG
1661
Howard Capital Management Group
California
$234K
MFG
1662
Monte Financial Group
Connecticut
$234K
WAM
1663
Walker Asset Management
Missouri
$233K +$35.6K +200 +19%
SW
1664
Solidarity Wealth
Utah
$232K +$227K +1,275 New
RGC
1665
Roberts, Glore & Co
Illinois
$232K -$17.3K -97 -7%
CWA
1666
Capital Wealth Alliance
Arizona
$230K -$33.2K -186 -13%
SFP
1667
Shepherd Financial Partners
Massachusetts
$230K +$225K +1,263 New
WWP
1668
WR Wealth Planners
Missouri
$229K -$18.2K -102 -7%
SWIM
1669
Smallwood Wealth Investment Management
New Jersey
$229K -$53.8K -302 -19%
AWMNH
1670
Arcadia Wealth Management (New Hampshire)
New Hampshire
$229K -$10.5K -59 -4%
PCG
1671
PFC Capital Group
California
$229K -$53.5K -300 -19%
KIC
1672
Kensington Investment Counsel
California
$228K -$211K -1,185 -49%
UWPG
1673
Ullmann Wealth Partners Group
Florida
$228K -$3.21K -18 -1%
BIG
1674
Builder Investment Group
Georgia
$228K
LWM
1675
Lakeridge Wealth Management
Ohio
$228K +$18.9K +106 +9%

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.