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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
COF
1026
Capital One Financial
Virginia
$685K -$90.5K -589 -14%
MFS
1027
Madrona Financial Services
Washington
$685K -$36.6K -238 -6%
CAMG
1028
CWA Asset Management Group
Florida
$684K +$20.6K +134 +4%
1IA
1029
1834 Investment Advisors
Wisconsin
$682K -$4.16M -27,079 -88%
ST
1030
Smithfield Trust
Pennsylvania
$678K -$111K -721 -16%
SRC
1031
Shufro Rose & Co
New York
$672K -$30.4K -198 -5%
FFC
1032
First Financial Corp
Indiana
$672K +$479K +3,114 +563%
CTA
1033
Colonial Trust Advisors
South Carolina
$670K -$5.69K -37 -1%
PTC
1034
Philadelphia Trust Company
Pennsylvania
$670K +$37.7K +245 +7%
ATPW
1035
Ashton Thomas Private Wealth
Arizona
$666K +$63.3K +412 +13%
PAS
1036
Professional Advisory Services
Florida
$666K -$2.77K -18 -0.5%
PPSG
1037
Princeton Portfolio Strategies Group
New Jersey
$664K
SCI
1038
S&CO Inc
Massachusetts
$664K +$246K +1,600 +79%
ODCM
1039
Old Dominion Capital Management
Virginia
$661K -$73.8K -480 -12%
EDRIA
1040
Edmonds Duncan Registered Investment Advisors
Kansas
$660K
BWM
1041
Bernicke Wealth Management
Wisconsin
$660K +$16.6K +108 +3%
MWVC
1042
Morgens Waterfall Vintiadis & Co
New York
$660K +$553K +3,600 New
PT
1043
Plimoth Trust
Massachusetts
$658K -$219K -1,426 -28%
FSC
1044
Full Sail Capital
Oklahoma
$658K
EF
1045
Empirical Finance
Pennsylvania
$657K +$77.9K +507 +16%
AIM
1046
Acropolis Investment Management
Missouri
$656K +$4.76K +31 +0.9%
ISL
1047
Ingalls & Snyder LLC
New York
$655K -$535K -3,478 -49%
ACM
1048
Advisors Capital Management
New Jersey
$655K -$100K -653 -15%
TSWM
1049
Triangle Securities Wealth Management
North Carolina
$655K +$6.92K +45 +1%
CC
1050
Chicago Capital
Illinois
$650K +$189K +1,230 +53%

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.