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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
Jacobs Levy Equity Management
951
Jacobs Levy Equity Management
New Jersey
$807K
CHC
952
City Holding Co
West Virginia
$806K -$18.1K -118 -3%
RFA
953
Reilly Financial Advisors
California
$804K +$53K +345 +9%
LWM
954
Loveless Wealth Management
Montana
$799K +$9.22K +60 +1%
AA
955
Ancora Advisors
Ohio
$799K +$147K +957 +28%
SRSA
956
S.R. Schill & Associates
Washington
$798K +$3.07K +20 +0.5%
GW
957
GW & Wade
Massachusetts
$796K +$244K +1,588 +58%
EAM
958
Evanson Asset Management
California
$795K -$178K -1,157 -21%
EFSCE
959
Enterprise Financial Services Corp (EFSC)
Missouri
$792K -$237K -1,542 -26%
HB
960
Homrich & Berg
Georgia
$791K -$227K -1,478 -26%
SIC
961
SFE Investment Counsel
California
$790K -$65.8K -428 -9%
BOPW
962
Brandywine Oak Private Wealth
Pennsylvania
$789K +$662K +4,307 New
CFS
963
CRA Financial Services
New Jersey
$788K -$66.1K -430 -9%
BPM
964
Bowling Portfolio Management
Ohio
$785K -$5.53K -36 -0.8%
FAG
965
Financial Advisory Group
Texas
$783K +$30.7K +200 +5%
AAM
966
Aureus Asset Management
Massachusetts
$779K -$38.4K -250 -6%
HR
967
Hayden Royal
North Carolina
$773K +$248K +1,611 +62%
SF
968
Symphony Financial
Texas
$773K +$438K +2,847 +208%
BTW
969
Boston Trust Walden
Massachusetts
$772K +$115K +750 +22%
CMI
970
Clare Market Investments
Texas
$768K +$74.2K +483 +13%
TC
971
TAP Consulting
Missouri
$767K -$155K -1,010 -19%
HWM
972
Hohimer Wealth Management
Washington
$767K +$12.6K +82 +2%
NSIM
973
North Star Investment Management
Illinois
$765K -$365K -2,375 -36%
BHA
974
Beech Hill Advisors
New York
$764K
PWM
975
Perigon Wealth Management
California
$764K +$105K +686 +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.