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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
LJAC
1101
L.J. Altfest & Co
New York
$591K -$224K -1,455 -31%
CBN
1102
Cadence Bank NA
Texas
$590K +$8.76K +57 +2%
MFG
1103
Merit Financial Group
Georgia
$588K +$3.84K +25 +0.8%
AIIMS
1104
Analyst IMS Investment Management Services
Israel
$581K -$665K -4,325 -58%
MGIA
1105
Moneta Group Investment Advisors
Missouri
$581K +$54.4K +354 +13%
PD
1106
Planning Directions
Pennsylvania
$579K +$486K +3,161 New
CWA
1107
Clarus Wealth Advisors
Arizona
$578K +$171K +1,115 +53%
BMCM
1108
Bryn Mawr Capital Management
Pennsylvania
$577K -$7.69K -50 -2%
KIG
1109
Kessler Investment Group
Indiana
$574K -$1.62M -10,515 -77%
Jones Financial Companies
1110
Jones Financial Companies
Missouri
$574K -$48.9K -318 -9%
VIM
1111
Vista Investment Management
Pennsylvania
$573K +$4.76K +31 +1%
WWM
1112
Windsor Wealth Management
Indiana
$572K +$15.2K +99 +3%
CRWM
1113
Castle Rock Wealth Management
California
$572K +$533K +3,465 New
FNBOO
1114
First National Bank of Omaha
Nebraska
$571K +$461 +3 +0.1%
LWPC
1115
Legacy Wealth Partners (California)
California
$570K -$28.6K -186 -6%
SCP
1116
Sandhill Capital Partners
New York
$569K +$52.9K +344 +12%
MMC
1117
Mizuho Markets Cayman
Cayman Islands
$568K -$233K -1,515 -33%
PAM
1118
Peak Asset Management
Colorado
$567K +$476K +3,095 New
BCM
1119
Boltwood Capital Management
California
$566K +$8.45K +55 +2%
EH
1120
Employers Holdings
Nevada
$565K -$146K -950 -24%
EHWM
1121
Eads & Heald Wealth Management
Georgia
$563K -$417K -2,716 -47%
IFG
1122
Investors Financial Group
Minnesota
$561K +$114K +739 +32%
GDP
1123
Great Diamond Partners
Maine
$560K +$470K +3,060 New
PP
1124
Patten & Patten
Tennessee
$559K +$23.1K +150 +5%
PV
1125
Private Vista
Illinois
$559K +$247K +1,604 +111%

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.