The Boeing Company (BA): A Bull Case Theory
We came across a bullish thesis on The Boeing Company on Boudreau Capital Newsletter’s Substack by Nicolas Boudreau. In this article, we will summarize the bulls’ thesis on BA.
Boeing Co (BA)
Market is closed
Sector: Industrials
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bourgeon Capital John Zaro | 149,079 | $10,371,427 | -1% | 1.87% |
| 2. | Beech Hill Partners Paul Cantor, Joseph Weiss, And Will Wurm | 40,676 | $2,829,829 | -6% | 1.32% |
| 3. | Beech Hill Partners Paul Cantor, Joseph Weiss, And Will Wurm | 13,025 | $2,811,186 | +1% | 1.31% |
| 4. | Key Colony Management Alex Lieblong | 5,000 | $1,079,150 | 1.46% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $226.10 | 2,200 | $497,420.00 | 2,200 | 2025-08-19 | Filing | |
| $237.00 | 850 | $201,450.00 | 3,767 | 2023-07-31 | Filing | |
| $159.96 | 5,634 | $901,214.64 | 25,000 | 2022-11-04 | Filing | |
| $159.28 | 5,700 | $907,896.00 | 19,366 | 2022-11-04 | Filing | |
| $158.27 | 13,666 | $2,162,917.82 | 13,666 | 2022-11-04 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $229.95 | 3,771 | $867,069.25 | 35,873 | 2025-08-08 | Filing | |
| $206.28 | 640 | $132,019.20 | 13,258 | 2025-05-15 | Filing | |
| $202.87 | 3,205 | $650,198.35 | 20,513 | 2025-05-13 | Filing | |
| $186.00 | 3,000 | $558,009.00 | 21,950 | 2025-05-06 | Filing | |
| $187.01 | 3,899 | $729,163.69 | 42,513 | 2025-05-02 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,327,900 | $440,232,003 | 0.44% | |
| 2. | 3,424,571 | $238,247,404 | 0.88% | |
| 3. | 892,990 | $192,734,036 | 0.42% | |
| 4. | 750,930 | $162,073,297 | 0.88% | |
| 5. | 534,742 | $115,413,640 | 0.12% |
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