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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
PFGIA
901
Patriot Financial Group Insurance Agency
Massachusetts
$893K +$156K +1,017 +26%
DC
902
DeDora Capital
California
$893K +$186K +1,212 +33%
ACI
903
Alpha Cubed Investments
California
$885K -$117K -761 -14%
GC
904
Garde Capital
Washington
$885K -$22.9K -149 -3%
CPSC
905
Carl P. Sherr & Co
Massachusetts
$883K +$48.3K +314 +7%
PTC
906
Private Trust Company
Ohio
$882K -$49.5K -322 -6%
AC
907
Alexandria Capital
Virginia
$881K -$30.7K -200 -4%
BFA
908
Bragg Financial Advisors
North Carolina
$881K
MCM
909
Maryland Capital Management
Maryland
$877K -$85.8K -558 -10%
PIM
910
Penobscot Investment Management
Massachusetts
$874K -$599K -3,894 -45%
SC
911
SouthState Corp
Florida
$872K -$165K -1,074 -18%
CLOS
912
Compagnie Lombard Odier SCmA
Switzerland
$867K +$199K +1,292 +38%
ANB
913
Amarillo National Bank
Texas
$866K -$8.15K -53 -1%
NFC
914
Northeast Financial Consultants
Connecticut
$864K +$120K +780 +20%
AF
915
Allworth Financial
California
$859K -$806K -5,245 -53%
CCFM
916
Clear Creek Financial Management
Washington
$856K +$120K +781 +20%
IF
917
Intrua Financial
Texas
$856K +$753K +4,901 New
UBG
918
United Bank (Georgia)
Georgia
$855K +$84.4K +549 +13%
RIM
919
Redwood Investment Management
Arizona
$853K +$715K +4,653 New
DS
920
DRW Securities
Illinois
$853K +$716K +4,656 New
IWP
921
Icon Wealth Partners
Texas
$852K +$715K +4,649 New
ACM
922
Allred Capital Management
Texas
$851K +$21.1K +137 +3%
WP
923
WealthSource Partners
California
$851K +$73.6K +479 +12%
PIG
924
Pantheon Investment Group
California
$851K +$713K +4,640 New
FNT
925
First National Trust
Pennsylvania
$850K -$176K -1,147 -20%

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.