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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
SC
601
Savant Capital
Illinois
$1.94M +$174K +1,132 +12%
ANTB
602
AMG National Trust Bank
Colorado
$1.94M +$1.63M +10,603 New
SC
603
Searle & Co
Connecticut
$1.93M
NFG
604
Next Financial Group
Texas
$1.93M +$571K +3,712 +55%
ACP
605
Ashfield Capital Partners
California
$1.92M -$109K -711 -6%
T2I
606
Turim 21 Investimentos
Brazil
$1.92M +$1.61M +10,481 New
TCOV
607
Trust Company of Vermont
Vermont
$1.91M -$774K -5,037 -33%
CCM
608
Cinctive Capital Management
New York
$1.89M +$1.58M +10,300 New
CF
609
Centaurus Financial
California
$1.89M +$183K +1,193 +13%
HCM
610
Hutchinson Capital Management
California
$1.89M -$32.3K -210 -2%
MPM
611
Meritage Portfolio Management
Kansas
$1.88M -$9.22K -60 -0.6%
EWA
612
EP Wealth Advisors
California
$1.87M -$192K -1,251 -11%
RSWM
613
Robertson Stephens Wealth Management
California
$1.86M +$60.6K +394 +4%
SFA
614
Sequoia Financial Advisors
Ohio
$1.86M +$151K +980 +11%
TC
615
Telemus Capital
Michigan
$1.85M
HCM
616
Highlander Capital Management
New Jersey
$1.85M -$30.7K -200 -2%
Bank Julius Baer & Co
617
Bank Julius Baer & Co
Switzerland
$1.84M -$327K -2,126 -17%
TPWA
618
TRUE Private Wealth Advisors
Oregon
$1.84M +$5.07K +33 +0.3%
W
619
Wealthquest
Ohio
$1.84M +$1.54M +10,026 New
BAM
620
Burgundy Asset Management
Ontario, Canada
$1.83M
AAIM
621
American Assets Investment Management
California
$1.83M +$1.54M +10,000 New
TCM
622
Tandem Capital Management
New Jersey
$1.83M -$211K -1,375 -12%
First Trust Advisors
623
First Trust Advisors
Illinois
$1.82M -$12.2M -79,415 -89%
WKWM
624
Walter & Keenan Wealth Management
Indiana
$1.82M +$1.24M +8,092 +445%
WP
625
WealthPLAN Partners
Nebraska
$1.81M -$32.9K -214 -2%

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.