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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
GAM
1076
Gould Asset Management
California
$623K
AWM
1077
Argent Wealth Management
Massachusetts
$623K +$169K +1,101 +45%
SFSG
1078
Stearns Financial Services Group
North Carolina
$621K -$3.54K -23 -0.7%
SAM
1079
SignalPoint Asset Management
Missouri
$620K +$9.99K +65 +2%
GA
1080
GFS Advisors
Texas
$620K +$520K +3,380 New
CBT
1081
Capital Bank & Trust
California
$616K -$15.6M -101,614 -97%
NAS
1082
Nicolet Advisory Services
Wisconsin
$616K -$13.8K -90 -3%
AFAS
1083
Acorn Financial Advisory Services
Virginia
$614K +$128K +834 +33%
ESB
1084
Essex Savings Bank
Connecticut
$612K -$37.7K -245 -7%
CCG
1085
Chatham Capital Group
Georgia
$609K -$2.78M -18,074 -84%
PAI
1086
Pittenger & Anderson Inc
Nebraska
$609K +$15.4K +100 +3%
FFG
1087
Ford Financial Group
California
$606K -$55.3K -360 -10%
WIS
1088
Wright Investors Service
Connecticut
$603K -$1.95M -12,674 -79%
DBT
1089
Dubuque Bank & Trust
Iowa
$598K -$2.34M -15,219 -82%
MMPW
1090
Mitchell McLeod Pugh & Williams
Alabama
$598K +$76.9K +500 +18%
WANY
1091
Wealthspire Advisors (New York)
New York
$597K -$633K -4,117 -56%
CFMC
1092
Curbstone Financial Management Corp
New Hampshire
$596K +$7.69K +50 +2%
Verition Fund Management
1093
Verition Fund Management
Connecticut
$596K +$500K +3,251 New
XWM
1094
Xcel Wealth Management
Florida
$595K -$50.7K -330 -9%
CIC
1095
Cornercap Investment Counsel
Georgia
$595K +$499K +3,247 New
HPC
1096
HM Payson & Co
Maine
$594K -$1.38K -9 -0.3%
HI
1097
Hoey Investments
Pennsylvania
$593K -$215K -1,399 -30%
CT
1098
Chicago Trust
Illinois
$593K -$63.3K -412 -11%
RB
1099
Rodgers Brothers
Pennsylvania
$593K
AHC
1100
Adell Harriman & Carpenter
Texas
$593K +$209K +1,361 +73%

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.