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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
EWA
826
Exencial Wealth Advisors
Oklahoma
$1.06M +$576K +3,748 +185%
FHB
827
First Hawaiian Bank
Hawaii
$1.05M -$97.3K -633 -10%
CPO
828
Cerity Partners OCIO
New York
$1.05M +$63.9K +416 +8%
HTC
829
Haverford Trust Company
Pennsylvania
$1.05M -$119K -777 -12%
Fiera Capital (Canada)
830
Fiera Capital (Canada)
Quebec, Canada
$1.05M -$417K -2,710 -32%
CWM
831
Calamos Wealth Management
Illinois
$1.05M -$645K -4,195 -42%
AFM
832
Abbot Financial Management
Massachusetts
$1.05M -$76.9K -500 -8%
HH
833
HWG Holdings
Texas
$1.05M +$878K +5,713 New
GCM
834
Gables Capital Management
Florida
$1.05M +$64.9K +422 +8%
MS
835
Mizuho Securities
Japan
$1.04M +$967K +6,290 +906%
HCA
836
Harbour Capital Advisors
Virginia
$1.04M -$11.5K -75 -1%
ECM
837
Evergreen Capital Management
Washington
$1.04M +$69.9K +455 +9%
SLG
838
Stanley-Laman Group
Pennsylvania
$1.04M +$62.9K +409 +8%
LWCFA
839
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.03M -$114K -740 -12%
TWA
840
TCI Wealth Advisors
Arizona
$1.03M +$15.1K +98 +2%
SWM
841
Sculati Wealth Management
Michigan
$1.02M -$2.46K -16 -0.3%
RPC
842
Rossmore Private Capital
Connecticut
$1.02M -$129K -841 -13%
DWM
843
Dakota Wealth Management
Florida
$1.01M +$604K +3,927 +244%
RHBC
844
R.H. Bluestein & Co
Michigan
$1.01M -$2.9M -18,835 -77%
MSAM
845
Moloney Securities Asset Management
Missouri
$1.01M -$101K -655 -11%
DAC
846
Dividend Assets Capital
South Carolina
$1.01M -$3.84K -25 -0.5%
MC
847
Martin & Co
Tennessee
$1.01M +$26.1K +170 +3%
RG
848
Rathbones Group
United Kingdom
$1.01M -$659K -4,286 -44%
FSA
849
Franklin Street Advisors
North Carolina
$998K -$30K -195 -3%
WPP
850
Whalerock Point Partners
Rhode Island
$992K -$56.1K -365 -6%

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.