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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
KM
976
Kalos Management
Georgia
$763K +$45.3K +295 +8%
MCM
977
Manchester Capital Management
Vermont
$758K -$138K -896 -18%
BL
978
BFSG LLC
California
$758K +$636K +4,136 New
MFG
979
Magnus Financial Group
New York
$756K -$22.9K -149 -3%
OSAM
980
O'Shaughnessy Asset Management
Connecticut
$755K +$579K +3,769 +1,077%
RIM
981
Rampart Investment Management
Connecticut
$754K -$52.4K -341 -8%
MWM
982
Mattern Wealth Management
Kansas
$751K -$79.2K -515 -11%
BOS
983
Bingham Osborn & Scarborough
California
$751K +$2K +13 +0.3%
DWT
984
Dorsey & Whitney Trust
South Dakota
$747K -$137K -892 -18%
PFA
985
Pure Financial Advisors
California
$745K +$30.9K +201 +5%
CHAM
986
Clear Harbor Asset Management
Connecticut
$744K -$342K -2,222 -35%
WAP
987
Wealthcare Advisory Partners
Pennsylvania
$743K -$539K -3,507 -46%
MYLI
988
Meiji Yasuda Life Insurance
Japan
$742K -$306K -1,991 -33%
BWM
989
BerganKDV Wealth Management
Minnesota
$735K -$5.69K -37 -0.9%
SACTSONJ
990
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$733K
MIM
991
Moseley Investment Management
Florida
$733K +$7.22K +47 +1%
WPW
992
Waldron Private Wealth
Pennsylvania
$733K +$213K +1,388 +53%
VCA
993
Verdence Capital Advisors
Maryland
$731K -$46.3K -301 -7%
SBWM
994
Sunflower Bank Wealth Management
Arizona
$731K +$76.9K +500 +14%
CHA
995
Carmichael Hill & Associates
Maryland
$730K -$178K -1,160 -23%
WSC
996
Wellington Shields & Co
New York
$730K -$46.1K -300 -7%
DBIA
997
Dumont & Blake Investment Advisors
New Jersey
$729K -$324K -2,108 -35%
SIG
998
Sargent Investment Group
Maryland
$728K -$6.15K -40 -1%
SNT
999
Security National Trust
West Virginia
$728K +$132K +861 +28%
CA
1000
Cambridge Advisors
Nebraska
$725K -$9.22K -60 -1%

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.