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
NSAM
501
North Star Asset Management
Wisconsin
$2.67M +$445K +2,895 +25%
PWS
502
Peloton Wealth Strategists
Indiana
$2.67M -$83.5K -543 -4%
WSCM
503
Wellington Shields Capital Management
New York
$2.65M +$874K +5,683 +65%
LIA
504
LS Investment Advisors
Michigan
$2.64M +$540K +3,510 +32%
WAM
505
Weatherly Asset Management
California
$2.63M -$56.3K -366 -2%
QP
506
Quilter Plc
United Kingdom
$2.63M +$329K +2,138 +18%
FMTC
507
Farmers & Merchants Trust Company
California
$2.62M +$175K +1,140 +9%
AMIM
508
Aull & Monroe Investment Management
Alabama
$2.62M +$7.38K +48 +0.3%
IFG
509
Independent Financial Group
California
$2.62M +$518K +3,367 +31%
FB
510
Fulton Bank
Pennsylvania
$2.6M -$1.69K -11 -0.1%
KJWM
511
Kiley Juergens Wealth Management
Washington
$2.59M +$255K +1,660 +13%
PI
512
Putnam Investments
Massachusetts
$2.58M +$112K +731 +5%
Kovitz Investment Group Partners
513
Kovitz Investment Group Partners
Illinois
$2.57M -$12.6M -81,765 -85%
MWM
514
Marietta Wealth Management
Georgia
$2.57M -$101K -660 -5%
APA
515
American Portfolios Advisors
New York
$2.55M +$1.14M +7,427 +114%
HCM
516
HM Capital Management
Missouri
$2.54M +$26.7K +174 +1%
Credit Agricole
517
Credit Agricole
France
$2.54M -$19.2K -125 -0.9%
1WA
518
180 Wealth Advisors
Washington
$2.53M +$216K +1,408 +11%
BCM
519
Becker Capital Management
Oregon
$2.53M -$2.56M -16,683 -55%
SSG
520
Summit Securities Group
New York
$2.51M -$584K -3,800 -22%
ACM
521
Alta Capital Management
Utah
$2.5M +$497K +3,234 +31%
OIA
522
OneDigital Investment Advisors
Kansas
$2.49M +$295K +1,917 +16%
GLA
523
Great Lakes Advisors
Illinois
$2.49M -$2.16M -14,037 -51%
AAP
524
Aristotle Atlantic Partners
Florida
$2.49M +$211K +1,372 +11%
TCOK
525
Trust Company of Kansas
Kansas
$2.47M +$2.07M +13,497 New

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.