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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
CAM
676
Carret Asset Management
New York
$1.58M +$34.6K +225 +3%
IAS
677
IMA Advisory Services
Colorado
$1.58M -$321K -2,091 -20%
FA
678
Fagan Associates
New York
$1.57M +$2.31K +15 +0.2%
WOSD
679
WFA of San Diego
California
$1.57M +$845K +5,496 New
LNWWM
680
Laird Norton Wetherby Wealth Management
California
$1.56M +$32.3K +210 +3%
MFG
681
Monte Financial Group
Connecticut
$1.56M -$328K -2,137 -20%
AWM
682
Avitas Wealth Management
California
$1.55M +$74.7K +486 +6%
WSFS
683
Wilmington Savings Fund Society
Delaware
$1.55M -$24.6K -160 -2%
CNC
684
Canandaigua National Corp
New York
$1.55M +$1.3M +8,433 New
QPWM
685
Quadrant Private Wealth Management
Pennsylvania
$1.54M +$682K +4,435 +112%
JIC
686
Johnson Investment Counsel
Ohio
$1.54M -$178K -1,160 -12%
KOCAA
687
Knights of Columbus Asset Advisors
Connecticut
$1.53M -$875K -5,692 -41%
Federated Hermes
688
Federated Hermes
Pennsylvania
$1.52M +$362K +2,354 +39%
HIA
689
Harbor Investment Advisory
Maryland
$1.52M -$302K -1,965 -19%
BFM
690
Boston Financial Management
Massachusetts
$1.52M +$98.7K +642 +8%
PFSC
691
Peoples Financial Services Corp
Pennsylvania
$1.52M -$3.84K -25 -0.3%
APWA
692
Atlas Private Wealth Advisors
New Jersey
$1.52M +$1.27M +8,289 New
SCM
693
Stonebridge Capital Management
California
$1.51M -$61.5K -400 -5%
SWIG
694
Strategic Wealth Investment Group
Kentucky
$1.5M +$1.26M +8,204 New
MAFM
695
Mid Atlantic Financial Management
Pennsylvania
$1.5M +$125K +811 +11%
BCP
696
Blackhawk Capital Partners
Wisconsin
$1.5M +$1.54M +10,035 New
ACS
697
Archford Capital Strategies
Illinois
$1.49M -$12.3K -80 -1%
CCG
698
Ceeto Capital Group
Florida
$1.49M +$161K +1,050 +15%
MTIM
699
Marathon Trading Investment Management
Pennsylvania
$1.48M -$419K -2,726 -25%
UR
700
USCA RIA
Texas
$1.48M -$101K -658 -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.