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1,807 hedge funds and large institutions have $54.5B invested in Boeing in 2020 Q2 according to their latest regulatory filings, with 240 funds opening new positions, 670 increasing their positions, 752 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 240 | Existing positions closed: 176

3% more funds holding

Funds holding: 1,7581,807 (+49)

5% more capital invested

Capital invested by funds: $52B → $54.5B (+$2.52B)

5% less call options, than puts

Call options by funds: $7.32B | Put options by funds: $7.75B

9.3% less ownership

Funds ownership: 62%52.71% (-9.3%)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

11% less repeat investments, than reductions

Existing positions increased: 670 | Existing positions reduced: 752

Holders
1,807
Holders Change
+49
Holders Change %
+2.79%
% of All Funds
37.05%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.7%
New
240
Increased
670
Reduced
752
Closed
176
Calls
$7.32B
Puts
$7.75B
Net Calls
-$425M
Net Calls Change
+$461M
Name Holding Trade Value Shares
Change
Change in
Stake
SGK
351
Steigerwald Gordon & Koch
Virginia
$5.02M +$85.3K +555 +2%
BAPIM
352
British Airways Pensions Investment Management
United Kingdom
$5M
KC
353
Knuff & Co
California
$4.99M -$234K -1,525 -5%
Bessemer Group
354
Bessemer Group
New Jersey
$4.99M +$162K +1,053 +4%
O
355
Ossiam
France
$4.98M +$2.11M +13,706 +102%
NCM
356
Narwhal Capital Management
Georgia
$4.96M -$124K -808 -3%
BBHC
357
Brown Brothers Harriman & Co
New York
$4.95M -$624K -4,058 -13%
TYCC
358
Texas Yale Capital Corp
Florida
$4.92M +$4.46K +29 +0.1%
SI
359
Stephens Inc
Arkansas
$4.89M -$112K -727 -3%
CFSG
360
Community Financial Services Group
Vermont
$4.84M -$630K -4,099 -13%
RWG
361
Regal Wealth Group
California
$4.79M +$115K +746 +3%
Cerity Partners
362
Cerity Partners
New York
$4.75M +$1.54M +10,032 +63%
IA
363
IFP Advisors
Florida
$4.74M +$1.91M +12,413 +105%
PCM
364
Princeton Capital Management
New Jersey
$4.67M -$9.53K -62 -0.2%
FCI
365
Financial Counselors Inc
Kansas
$4.61M +$787K +5,122 +26%
CII
366
Capital International Inc
California
$4.61M -$10.2M -66,440 -73%
HRC
367
Hoertkorn Richard Charles
$4.58M -$19.4K -126 -0.5%
NIM
368
Needham Investment Management
New York
$4.58M
QOP
369
Quinn Opportunity Partners
Virginia
$4.56M +$3.83M +24,900 New
TAM
370
Tocqueville Asset Management
New York
$4.56M -$1.04M -6,778 -21%
IGGA
371
Iron Gate Global Advisors
Utah
$4.43M +$1.39M +9,050 +61%
CCM
372
Coldstream Capital Management
Washington
$4.38M -$1.33M -8,647 -27%
BRWM
373
B. Riley Wealth Management
Tennessee
$4.36M -$1.96M -12,755 -35%
PAIM
374
Punch & Associates Investment Management
Minnesota
$4.31M -$32.1K -209 -0.9%
DY
375
Dowling & Yahnke
California
$4.3M +$702K +4,566 +24%

BA Hedge Fund Activity: Q2 2020 in Review

1,807 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q2 2020, worth a combined $54.5B — up 4.8% from $52B a quarter earlier.

Buyers outnumbered sellers: 240 funds opened new BA positions and 176 closed out — a net gain of 64 holders — while 670 added to existing stakes and 752 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $959M. The largest seller was Capital World Investors, cutting an estimated $3.41B.

  • 1,807 institutional investors held Boeing (BA) as of Q2 2020, up from 1,758 in Q1 2020.
  • Funds reported $54.5B of Boeing stock for Q2 2020, up 4.8% quarter-over-quarter.
  • 240 funds opened new Boeing positions in Q2 2020 and 176 closed out, a net change of +64 holders.
  • The largest Boeing buyer in Q2 2020 was Loomis, Sayles & Company, an estimated $959M added.
  • The largest Boeing seller in Q2 2020 was Capital World Investors, an estimated $3.41B sold.

Based on aggregated 13F filings for Q2 2020.