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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
ITIM
876
Indiana Trust & Investment Management
Indiana
$932K +$119K +771 +18%
IWC
877
Integrated Wealth Concepts
Massachusetts
$931K +$74.4K +484 +11%
FHC
878
First Heartland Consultants
Missouri
$929K +$202K +1,316 +35%
WA
879
WBH Advisory
Maryland
$923K -$90.7K -590 -10%
TFA
880
Toth Financial Advisory
Virginia
$923K -$2K -13 -0.3%
NAM
881
NTV Asset Management
West Virginia
$921K +$42.3K +275 +6%
RMAM
882
Raab & Moskowitz Asset Management
New Jersey
$919K -$154 -1 -0%
IP
883
Investment Partners
Ohio
$919K +$38K +247 +5%
MS
884
Maven Securities
Jersey
$917K -$1.2M -7,810 -61%
AFS
885
Amtrust Financial Services
New York
$917K
DSC
886
Duncker Streett & Co
Missouri
$916K -$939K -6,110 -55%
PA
887
Parallel Advisors
California
$916K +$7.07K +46 +0.9%
IA
888
IFG Advisory
Georgia
$916K +$85.3K +555 +12%
Hudson Bay Capital Management
889
Hudson Bay Capital Management
Connecticut
$916K +$769K +5,000 New
FWP
890
FAS Wealth Partners
Kansas
$914K +$249K +1,619 +48%
GT
891
Greenleaf Trust
Michigan
$914K +$326K +2,121 +74%
TFS
892
TrustCore Financial Services
Tennessee
$913K +$50.1K +326 +7%
KMWM
893
Keudell/Morrison Wealth Management
Oregon
$912K +$11.7K +76 +2%
CWP
894
Capital Wealth Planning
Florida
$909K -$269K -1,751 -26%
MWM
895
Mission Wealth Management
California
$907K +$33.7K +219 +5%
RC
896
Roundview Capital
New Jersey
$903K -$181K -1,179 -19%
PFBT
897
Parkside Financial Bank & Trust
Missouri
$903K +$112K +726 +17%
CCA
898
Checchi Capital Advisers
California
$902K +$74.5K +485 +11%
PCA
899
Personal Capital Advisors
California
$901K +$55K +358 +8%
GPA
900
Garrison Point Advisors
California
$895K +$20.3K +132 +3%

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.