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
RIA
426
RPG Investment Advisory
California
$3.57M +$94.2K +613 +3%
WHG
427
Westwood Holdings Group
Texas
$3.56M +$1.36M +8,822 +83%
RIM
428
Redpoint Investment Management
Australia
$3.56M -$185K -1,201 -6%
CLCM
429
Crawford Lake Capital Management
New Jersey
$3.56M +$2.98M +19,398 New
Cetera Investment Advisers
430
Cetera Investment Advisers
Illinois
$3.55M +$129K +842 +5%
SCCM
431
Schafer Cullen Capital Management
New York
$3.55M +$1.38K +9 +0%
NA
432
NewEdge Advisors
Louisiana
$3.53M +$699K +4,545 +31%
IWM
433
IHT Wealth Management
Illinois
$3.52M +$1.27M +8,257 +75%
SS
434
Simplicity Solutions
Minnesota
$3.52M -$1.64M -10,649 -36%
GG
435
Greenwood Gearhart
Arkansas
$3.52M -$27.8K -181 -0.9%
AHB
436
Abner Herrman & Brock
New Jersey
$3.5M -$4.57M -29,706 -61%
Franklin Resources
437
Franklin Resources
California
$3.48M -$215M -1,396,220 -99%
CCM
438
CWH Capital Management
Washington
$3.44M -$2.62M -17,050 -48%
CGH
439
Crossmark Global Holdings
Texas
$3.43M -$237K -1,542 -8%
GFA
440
Gifford Fong Associates
California
$3.43M
RJT
441
Raymond James Trust
Florida
$3.41M +$266K +1,732 +10%
BCM
442
Bluefin Capital Management
New York
$3.37M +$455K +2,963 +19%
FNBT
443
FineMark National Bank & Trust
Florida
$3.37M -$1.03M -6,703 -27%
AWM
444
Avior Wealth Management
Nebraska
$3.36M +$805K +5,238 +40%
SAM
445
Shell Asset Management
Netherlands
$3.35M -$3.86M -25,088 -58%
KFP
446
KMG Fiduciary Partners
Ohio
$3.35M +$221K +1,439 +9%
NLGIA
447
Nippon Life Global Investors Americas
New York
$3.33M +$2.79M +18,150 New
MAM
448
Morse Asset Management
Connecticut
$3.32M -$194K -1,260 -7%
LNC
449
Lincoln National Corp
Pennsylvania
$3.3M +$649K +4,222 +31%
SIA
450
Soltis Investment Advisors
Utah
$3.29M +$1.12M +7,281 +68%

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.