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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
Lido Advisors
526
Lido Advisors
California
$2.47M -$1.79M -11,629 -46%
MA
527
MUFG Americas
New York
$2.47M -$273K -1,779 -12%
TFS
528
Thoroughbred Financial Services
Tennessee
$2.46M -$1.57M -10,184 -43%
IRF
529
IBM Retirement Fund
New York
$2.44M -$4.3K -28 -0.2%
TCM
530
Tradewinds Capital Management
Washington
$2.43M +$148K +966 +8%
CAM
531
Cresset Asset Management
Illinois
$2.42M +$218K +1,420 +12%
KRSITF
532
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.42M -$464K -3,021 -19%
TCM
533
Twin Capital Management
Pennsylvania
$2.41M -$687K -4,472 -25%
Mackenzie Financial
534
Mackenzie Financial
Ontario, Canada
$2.41M +$125K +816 +7%
SIM
535
Sterling Investment Management
Arizona
$2.4M +$46.4K +302 +2%
VDI
536
Vaughan David Investments
Illinois
$2.38M -$567K -3,691 -22%
NB
537
NBT Bank
New York
$2.38M -$121K -790 -6%
SWM
538
SeaCrest Wealth Management
New York
$2.37M -$105K -684 -5%
AAS
539
Annex Advisory Services
Wisconsin
$2.37M +$32.4K +211 +2%
VFA
540
Voya Financial Advisors
Connecticut
$2.37M +$61.2K +398 +3%
HBT
541
Hills Bank & Trust
Iowa
$2.36M +$274K +1,784 +16%
JWBC
542
J.W. Burns & Co
New York
$2.35M -$169K -1,100 -8%
AA
543
Apriem Advisors
California
$2.34M -$25.7K -167 -1%
CK
544
Cohen Klingenstein
New York
$2.33M
APP
545
Avantax Planning Partners
Iowa
$2.31M +$81.6K +531 +4%
HSA
546
HBK Sorce Advisory
Pennsylvania
$2.31M +$607K +3,948 +46%
CC
547
Claybrook Capital
Massachusetts
$2.31M +$849K +5,525 +78%
NCGI
548
Next Century Growth Investors
Minnesota
$2.3M -$1.65M -10,718 -46%
GVAG
549
Great Valley Advisor Group
Delaware
$2.29M +$567K +3,688 +42%
IB
550
Intrust Bank
Kansas
$2.28M +$25.5K +166 +1%

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.