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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
RAM
401
Roanoke Asset Management
New Jersey
$3.84M -$231K -1,501 -7%
SW
402
SVB Wealth
Massachusetts
$3.83M -$511K -3,322 -14%
AAS
403
Avantax Advisory Services
Texas
$3.82M -$451K -2,935 -12%
Schroder Investment Management Group
404
Schroder Investment Management Group
United Kingdom
$3.81M +$323K +2,104 +11%
CAM
405
Columbia Asset Management
Michigan
$3.76M -$336K -2,186 -10%
TIM
406
Thompson Investment Management
Wisconsin
$3.76M
GP
407
Greenline Partners
New York
$3.75M +$729K +4,741 +30%
CL
408
CPWM LLC
Washington
$3.75M +$62.1K +404 +2%
Squarepoint
409
Squarepoint
New York
$3.75M +$3.14M +20,441 New
AP
410
Advisor Partners
California
$3.74M +$64.7K +421 +2%
FFN
411
Focus Financial Network
Minnesota
$3.73M +$853K +5,548 +38%
BP
412
BBR Partners
New York
$3.67M -$217K -1,414 -7%
UFG
413
United Fire Group
Iowa
$3.67M -$8.45M -55,000 -73%
LOAMU
414
Lombard Odier Asset Management (USA)
New York
$3.67M +$615K +4,000 +25%
MC
415
Moors & Cabot
Massachusetts
$3.66M -$187K -1,214 -6%
DZ Bank
416
DZ Bank
Germany
$3.66M +$71.5K +465 +2%
IAN
417
Integrated Advisors Network
Texas
$3.66M +$431K +2,807 +16%
Wealthfront Advisers
418
Wealthfront Advisers
California
$3.65M +$1.45M +9,437 +90%
BBWA
419
Bell & Brown Wealth Advisors
California
$3.64M +$146K +953 +5%
PSUF
420
People's United Financial
Connecticut
$3.63M -$1.74M -11,344 -36%
JWCA
421
J.W. Cole Advisors
Florida
$3.62M +$3.04M +19,752 New
DC
422
Davenport & Co
Virginia
$3.62M -$848K -5,517 -22%
SWM
423
Segment Wealth Management
Texas
$3.6M +$32.6K +212 +1%
SCA
424
Stonebridge Capital Advisors
Minnesota
$3.6M +$522K +3,396 +21%
FWCM
425
Ferguson Wellman Capital Management
Oregon
$3.58M +$68.7K +447 +2%

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.