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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
MPI
1001
Mairs & Power Inc
Minnesota
$723K -$47.6K -310 -7%
WC
1002
Weil Company
California
$723K -$6.15K -40 -1%
ESCM
1003
Echo Street Capital Management
New York
$717K +$601K +3,912 New
PAS
1004
Partnervest Advisory Services
California
$715K +$10.8K +70 +2%
TPCW
1005
TD Private Client Wealth
New York
$713K -$1.35M -8,788 -69%
GLA
1006
Good Life Advisors
Pennsylvania
$712K +$172K +1,120 +40%
LA
1007
LexAurum Advisors
Kansas
$712K +$172K +1,121 +41%
CWS
1008
Cypress Wealth Services
California
$711K -$183K -1,193 -24%
PWP
1009
Private Wealth Partners
California
$711K -$173K -1,125 -22%
Members Trust
1010
Members Trust
Florida
$711K +$596K +3,875 New
BRA
1011
Bender Robert & Associates
California
$708K -$17.4K -113 -3%
SDWIA
1012
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$705K -$53.6K -349 -8%
SAM
1013
Secure Asset Management
Michigan
$704K -$7.22K -47 -1%
VPIM
1014
Vanguard Personalized Indexing Management
California
$704K +$264K +1,720 +81%
HFS
1015
Howard Financial Services
Texas
$704K +$384K +2,495 +186%
NF
1016
Nikulski Financial
Iowa
$702K +$20.4K +133 +4%
SHA
1017
Seneca House Advisors
Virginia
$700K +$20.6K +134 +4%
CNAM
1018
Campbell Newman Asset Management
Wisconsin
$700K +$150K +974 +34%
AA
1019
Argent Advisors
Louisiana
$694K +$23.8K +155 +4%
PTP
1020
Platform Technology Partners
New York
$693K +$7.69K +50 +1%
BCM
1021
Brookstone Capital Management
Illinois
$692K +$190K +1,237 +49%
LCS
1022
Levin Capital Strategies
New York
$691K -$11.5K -75 -2%
CL
1023
Choreo LLC
Illinois
$688K -$27.5K -179 -5%
RDWM
1024
Red Door Wealth Management
Tennessee
$688K +$106K +687 +22%
BP
1025
Ballentine Partners
Massachusetts
$686K +$24.4K +159 +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.