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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
WCMN
576
Westchester Capital Management (Nebraska)
Nebraska
$2.13M -$204K -1,330 -10%
CFG
577
Cooper Financial Group
California
$2.12M +$102K +663 +6%
MC
578
Mathes Company
New York
$2.11M +$164K +1,065 +10%
VI
579
Vestcor Inc
New Brunswick, Canada
$2.1M +$4.3K +28 +0.2%
GP
580
Girard Partners
Pennsylvania
$2.09M -$692K -4,505 -28%
PWW
581
Pettyjohn Wood & White
Virginia
$2.09M -$108K -705 -6%
ACM
582
Adalta Capital Management
New York
$2.08M -$2.46K -16 -0.1%
LFAS
583
Level Four Advisory Services
Texas
$2.08M +$208K +1,355 +14%
PA
584
Profund Advisors
Maryland
$2.07M +$69.8K +454 +4%
FLI
585
Family Legacy Inc
South Carolina
$2.06M +$229K +1,491 +15%
WPC
586
Waters Parkerson & Co
Louisiana
$2.05M -$16.3K -106 -0.9%
UCI
587
Uncommon Cents Investing
Wisconsin
$2.04M +$20.8K +135 +1%
OIA
588
Optimum Investment Advisors
Illinois
$2.04M -$86.5K -563 -5%
SBH
589
Segall Bryant & Hamill
Illinois
$2.03M -$1.2M -7,827 -41%
CWM
590
Cornerstone Wealth Management
Missouri
$2.03M +$247K +1,605 +17%
LPIC
591
LeJeune Puetz Investment Counsel
Michigan
$2.01M -$45.3K -295 -3%
PPW
592
Parcion Private Wealth
Washington
$2.01M +$3.23K +21 +0.2%
FAM
593
Formidable Asset Management
Ohio
$2M +$674K +4,384 +70%
WWM
594
Western Wealth Management
Colorado
$1.99M +$92.7K +603 +6%
OGC
595
Oak Grove Capital
New Hampshire
$1.99M +$243K +1,580 +17%
BJL
596
Brighton Jones LLC
Washington
$1.98M +$76.2K +496 +5%
CBTWT
597
Community Bank & Trust (Waco, Texas)
Texas
$1.98M -$10.5K -68 -0.6%
CCWA
598
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.97M +$1.65M +10,740 New
TRCT
599
Tower Research Capital (TRC)
New York
$1.96M -$7.49M -48,743 -82%
CCFCSB
600
Cape Cod Five Cents Savings Bank
Massachusetts
$1.96M +$83K +540 +5%

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.