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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
FG
776
Fiduciary Group
Georgia
$1.19M
CA
777
Calton & Associates
Florida
$1.18M +$48K +312 +5%
BEAM
778
Baker Ellis Asset Management
Washington
$1.18M +$254K +1,650 +35%
IAS
779
Investment Advisory Services
Texas
$1.17M -$2.15K -14 -0.2%
SPP
780
Single Point Partners
Massachusetts
$1.16M -$2.77K -18 -0.3%
CFA
781
Carroll Financial Associates
North Carolina
$1.16M +$101K +658 +12%
GAM
782
Grandview Asset Management
Pennsylvania
$1.16M +$975K +6,340 New
S
783
SignatureFD
Georgia
$1.16M +$36.1K +235 +4%
BFA
784
Beaumont Financial Advisors
Massachusetts
$1.16M -$57.3K -373 -6%
WIA
785
Westbourne Investment Advisors
Maryland
$1.15M -$78.2K -509 -7%
AGM
786
Alpine Global Management
New York
$1.15M +$965K +6,275 New
KFGK
787
Keystone Financial Group (Kentucky)
Kentucky
$1.15M +$142K +925 +17%
PAM
788
Private Asset Management
California
$1.15M -$169K -1,097 -15%
DPIM
789
Duff & Phelps Investment Management
Illinois
$1.15M +$23.1K +150 +2%
GIM
790
Goelzer Investment Management
Indiana
$1.14M -$3.69K -24 -0.4%
JWM
791
Jackson Wealth Management
Florida
$1.14M +$955K +6,213 New
NNP
792
Nachman Norwood & Parrott
South Carolina
$1.14M -$48.9K -318 -5%
NQWM
793
Northwest Quadrant Wealth Management
Oregon
$1.13M -$32.9K -214 -4%
FIB
794
First Interstate Bank
Montana
$1.13M +$380K +2,471 +67%
AFP
795
Ausdal Financial Partners
Iowa
$1.13M -$64.9K -422 -6%
WSTAM
796
Wilbanks Smith & Thomas Asset Management
Virginia
$1.12M -$143K -930 -13%
FI
797
FormulaFolio Investments
Michigan
$1.12M +$63.8K +415 +7%
CAN
798
Claraphi Advisory Network
United States
$1.12M +$236K +1,537 +33%
RCAG
799
Rehmann Capital Advisory Group
Michigan
$1.12M +$937K +6,098 New
AIM
800
Anchor Investment Management
South Carolina
$1.12M -$837K -5,447 -47%

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.