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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
CGL
851
Clarius Group LLC
Washington
$988K -$239K -1,558 -22%
9WM
852
9258 Wealth Management
Ohio
$982K +$110K +715 +15%
RCA
853
Resonant Capital Advisors
Wisconsin
$981K -$538K -3,501 -40%
CIA
854
Choate Investment Advisors
Massachusetts
$978K +$21.4K +139 +3%
TA
855
TFG Advisers
Michigan
$976K +$85.3K +555 +12%
Arrowstreet Capital
856
Arrowstreet Capital
Massachusetts
$974K -$164K -1,066 -17%
EP
857
Eudaimonia Partners
Tennessee
$968K -$682K -4,440 -46%
CNC
858
Citizens & Northern Corp
Pennsylvania
$968K -$137K -890 -14%
MSA
859
Marino Stram & Associates
Massachusetts
$966K +$112K +726 +16%
FBA
860
Front Barnett Associates
Illinois
$964K -$154 -1 -0%
OSNBOA
861
Old Second National Bank of Aurora
Illinois
$962K -$16.3K -106 -2%
BA
862
Bristlecone Advisors
Washington
$962K +$41.3K +269 +5%
BS
863
Boenning & Scattergood
Pennsylvania
$962K +$354K +2,306 +78%
MCC
864
Malaga Cove Capital
California
$960K -$3.07K -20 -0.4%
LW
865
Linscomb Wealth
Texas
$953K -$83.3K -542 -9%
CWM
866
Connecticut Wealth Management
Connecticut
$952K -$23.8K -155 -3%
IAIM
867
International Assets Investment Management
Florida
$948K -$16.9K -110 -0.4%
Koshinski Asset Management
868
Koshinski Asset Management
Illinois
$946K +$61.8K +402 +8%
DAM
869
Diamant Asset Management
Connecticut
$945K +$2K +13 +0.3%
PP
870
Palladium Partners
Virginia
$943K -$321K -2,087 -29%
SS
871
Sunbelt Securities
Texas
$942K +$43.3K +282 +6%
SG
872
StoneX Group
New York
$940K -$40.6K -264 -5%
GIA
873
Gladstone Institutional Advisory
Florida
$938K +$14.8K +96 +2%
ClearBridge Investments
874
ClearBridge Investments
New York
$937K -$9.99K -65 -1%
RFM
875
Royal Fund Management
Florida
$932K +$28.1K +183 +4%

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.