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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
IHL
1051
Investment House LLC
California
$650K +$545K +3,545 New
AWA
1052
Arkadios Wealth Advisors
Georgia
$649K -$3.23K -21 -0.6%
CAC
1053
Certified Advisory Corp
Florida
$649K +$4K +26 +0.7%
BWM
1054
Buckley Wealth Management
Nevada
$647K -$345K -2,245 -39%
SWA
1055
SFMG Wealth Advisors
Texas
$647K -$44.7K -291 -8%
WP
1056
WealthShield Partners
North Carolina
$646K +$201K +1,308 +59%
PAS
1057
Park Avenue Securities
New York
$645K +$541K +3,518 New
CIA
1058
CSat Investment Advisory
Michigan
$644K +$302K +1,967 +127%
OPS
1059
Orion Portfolio Solutions
Nebraska
$643K -$50.1K -326 -9%
KTC
1060
Kistler-Tiffany Companies
Pennsylvania
$643K +$61.8K +402 +13%
WA
1061
WealthTrust Axiom
Pennsylvania
$640K -$11.5K -75 -2%
TI
1062
Tidal Investments
Wisconsin
$640K +$300K +1,949 +126%
STB
1063
S&T Bank
Pennsylvania
$639K -$56.9K -370 -10%
S
1064
Seeyond
France
$639K +$90.7K +590 +20%
GFPC
1065
Global Financial Private Client
Florida
$637K +$25.8K +168 +5%
PCTC
1066
Perkins Coie Trust Company
Washington
$634K -$79.9K -520 -13%
HFS
1067
HBC Financial Services
Washington
$633K +$15.5K +101 +3%
FNT
1068
First Nebraska Trust
Nebraska
$632K -$26.9K -175 -5%
DAM
1069
Deltec Asset Management
New York
$632K
EWM
1070
Elite Wealth Management
Washington
$630K -$188K -1,222 -26%
VNA
1071
Valley National Advisers
Pennsylvania
$627K -$126K -820 -19%
PA
1072
PFG Advisors
Arizona
$624K
SOAMC
1073
Spirit of America Management Corp
New York
$624K
MA
1074
MONECO Advisors
Connecticut
$624K +$44.6K +290 +9%
CM
1075
Castleark Management
Illinois
$623K

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.