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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
RWM
476
Rench Wealth Management
Texas
$2.98M +$167K +1,088 +7%
OCM
477
One Capital Management
California
$2.97M +$671K +4,364 +37%
BC
478
Burney Company
Virginia
$2.97M -$746K -4,852 -23%
SLI
479
Sumitomo Life Insurance
Japan
$2.96M -$208K -1,353 -8%
PFA
480
Paradigm Financial Advisors
Missouri
$2.95M +$477K +3,100 +24%
EWM
481
Empirical Wealth Management
Washington
$2.95M -$337K -2,191 -12%
AF
482
Advisornet Financial
Minnesota
$2.92M +$72.7K +473 +3%
Robeco Institutional Asset Management
483
Robeco Institutional Asset Management
Netherlands
$2.89M -$891K -5,797 -27%
KCM
484
Kornitzer Capital Management
Kansas
$2.88M -$8.12M -52,845 -77%
SB
485
Simmons Bank
Arkansas
$2.87M -$435K -2,829 -15%
WB
486
Webster Bank
Connecticut
$2.87M -$38.6K -251 -2%
GAB
487
German American Bancorp
Indiana
$2.86M -$19.7K -128 -0.8%
JCM
488
Jacobi Capital Management
Pennsylvania
$2.86M +$163K +1,063 +7%
AWE
489
Avidian Wealth Enterprises
Texas
$2.86M -$10.6M -69,024 -82%
BAM
490
Belpointe Asset Management
Nevada
$2.83M -$50.9K -331 -2%
WT
491
Washington Trust
Rhode Island
$2.82M -$2.45M -15,918 -51%
AC
492
Allstate Corporation
Illinois
$2.8M -$32.1K -209 -1%
AAM
493
Auxier Asset Management
Oregon
$2.79M -$2.77K -18 -0.1%
IFWM
494
Institute for Wealth Management
Colorado
$2.78M +$52.4K +341 +2%
CAM
495
Covenant Asset Management
New Jersey
$2.75M +$11.5K +75 +0.5%
GLAM
496
Gardner Lewis Asset Management
Pennsylvania
$2.74M +$1.04M +6,785 +83%
PF
497
Phoenix Financial
Israel
$2.73M -$5.88M -38,262 -72%
OCM
498
Orser Capital Management
Texas
$2.71M +$2.01M +13,080 +760%
ECM
499
ETrade Capital Management
Virginia
$2.71M +$1.3M +8,430 +133%
FDCDDQ
500
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.68M +$165K +1,073 +8%

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.