We are live on ! Find out more

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
CDH
376
Charles D. Hyman
$4.24M -$115K -748 -3%
HCM
377
Hillman Capital Management
Maryland
$4.24M +$3.55M +23,115 New
LSERS
378
Louisiana State Employees Retirement System
Louisiana
$4.22M +$46.1K +300 +1%
SW
379
SteelPeak Wealth
California
$4.2M -$648K -4,215 -16%
HCM
380
Hodges Capital Management
Texas
$4.19M -$621K -4,041 -15%
MCM
381
MAI Capital Management
Ohio
$4.18M -$2.08M -13,518 -37%
NL
382
NWAM LLC
Washington
$4.17M -$65K -423 -2%
VFA
383
Valeo Financial Advisors
Indiana
$4.17M +$15.2K +99 +0.4%
MMA
384
Miracle Mile Advisors
California
$4.16M +$2.88M +18,709 +467%
AI
385
Atria Investments
North Carolina
$4.16M +$2.87M +18,699 +471%
EP
386
Edgestream Partners
New Jersey
$4.15M +$3.48M +22,624 New
BRWA
387
B. Riley Wealth Advisors
Florida
$4.14M +$833K +5,420 +32%
BOC
388
Barbara Oil Co
Illinois
$4.12M
LA
389
Lynch & Associates
Indiana
$4.1M -$31.4K -204 -0.9%
PAG
390
Private Advisory Group
Washington
$4.06M -$1.54M -10,045 -31%
Skandinaviska Enskilda Banken (SEB)
391
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.06M -$364K -2,369 -10%
PCM
392
Pentwater Capital Management
Florida
$4.03M -$78.7M -511,718 -96%
ASN
393
Advisory Services Network
Georgia
$4.01M +$525K +3,416 +18%
CIA
394
Capital Investment Advisors
Georgia
$4.01M -$211K -1,375 -6%
CWP
395
CFM Wealth Partners
Texas
$3.96M -$364K -2,370 -10%
AAM
396
AR Asset Management
California
$3.96M
FCBT
397
First Citizens Bank & Trust
North Carolina
$3.95M +$1.14M +7,419 +53%
PH
398
Pinnacle Holdings
Oklahoma
$3.89M +$35.7K +232 +1%
H
399
HoyleCohen
California
$3.86M -$199K -1,293 -6%
WCF
400
West Coast Financial
California
$3.84M -$1.4M -9,098 -30%

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.