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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
DI
801
DFPG Investments
Utah
$1.12M +$498K +3,243 +108%
CHJWM
802
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.11M -$27.4K -178 -3%
GIA
803
Guyasuta Investment Advisors
Pennsylvania
$1.11M -$58.4K -380 -6%
VWA
804
Visionary Wealth Advisors
Illinois
$1.11M +$129K +841 +16%
ICM
805
IMS Capital Management
Oregon
$1.11M +$400K +2,605 +75%
BWP
806
Bernardo Wealth Planning
Pennsylvania
$1.1M +$185K +1,205 +25%
WAM
807
Wallington Asset Management
Indiana
$1.1M
HT
808
Heritage Trust
Oklahoma
$1.1M +$536K +3,489 +138%
DCM
809
Donaldson Capital Management
Indiana
$1.1M -$225K -1,462 -20%
WCG
810
Weaver Consulting Group
California
$1.1M +$152K +990 +20%
DP
811
Dearborn Partners
Illinois
$1.09M -$18.1K -118 -2%
UAS
812
United Asset Strategies
New York
$1.09M +$275K +1,792 +43%
CIC
813
Carnegie Investment Counsel
Ohio
$1.09M -$68.7K -447 -7%
LWP
814
Legacy Wealth Planning
Nevada
$1.08M -$9.07K -59 -1%
CWM
815
Confluence Wealth Management
Oregon
$1.08M +$27.1K +176 +3%
KWM
816
Kingsview Wealth Management
Oregon
$1.08M +$193K +1,254 +27%
RWB
817
RMR Wealth Builders
New Jersey
$1.08M +$910K +5,919 New
VCWA
818
Vanguard Capital Wealth Advisors
Colorado
$1.08M +$910K +5,921 New
EFS
819
Essex Financial Services
Connecticut
$1.08M +$4.15K +27 +0.5%
WCM
820
Whitener Capital Management
North Carolina
$1.08M +$461 +3 +0.1%
WWM
821
WT Wealth Management
Arizona
$1.07M -$50.4K -328 -5%
RCM
822
RNC Capital Management
California
$1.07M -$1.15M -7,478 -56%
ANRIA
823
American National Registered Investment Advisor
Texas
$1.06M
SCM
824
SOL Capital Management
Maryland
$1.06M +$65.8K +428 +8%
RM
825
Resource Management
Louisiana
$1.06M -$74.7K -486 -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.