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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
RG
1151
Rikoon Group
New Mexico
$530K -$41.2K -268 -8%
RWA
1152
River Wealth Advisors
Pennsylvania
$530K +$13.8K +90 +3%
BHWM
1153
Bar Harbor Wealth Management
New Hampshire
$527K -$11.1K -72 -2%
EDRH
1154
Edmond de Rothschild Holding
Switzerland
$526K +$214K +1,393 +94%
SP
1155
Successful Portfolios
Florida
$525K +$19.7K +128 +5%
BOTW
1156
Bank of the West
California
$524K -$56.4K -367 -11%
AC
1157
Abbrea Capital
California
$524K -$27.5K -179 -6%
BAM
1158
Bellevue Asset Management
Washington
$523K -$42K -273 -9%
CAS
1159
Cascadia Advisory Services
Oregon
$523K +$439K +2,854 New
LBD
1160
Landsberg Bennett & Dubbaneh
Florida
$522K -$264K -1,715 -39%
AF
1161
Apexium Financial
Texas
$521K -$7.69K -50 -2%
MFW
1162
Mosaic Family Wealth
Missouri
$520K +$33.8K +220 +8%
IWA
1163
Intercontinental Wealth Advisors
Texas
$520K +$436K +2,835 New
WEC
1164
Winslow Evans & Crocker
Massachusetts
$517K +$151K +982 +53%
MC
1165
Miramar Capital
Illinois
$516K -$11.7K -76 -2%
MWM
1166
Merriman Wealth Management
Washington
$515K -$1.73M -11,279 -80%
RWM
1167
Ritholtz Wealth Management
New York
$515K +$147K +958 +52%
MWC
1168
MBM Wealth Consultants
Missouri
$514K +$42.1K +274 +11%
MIFH
1169
Migdal Insurance & Financial Holdings
Israel
$513K +$18.3K +119 +4%
NSB
1170
Norway Savings Bank
Maine
$511K -$10.8K -70 -2%
AFA
1171
American Financial Advisors
Georgia
$511K +$46.1K +300 +11%
BI
1172
Bramshill Investments
Florida
$511K +$429K +2,789 New
CCM
1173
Cullen Capital Management
New York
$509K
WP
1174
WMS Partners
Maryland
$508K -$51.3K -334 -11%
CB
1175
Community Bank
New York
$507K -$26.6K -173 -6%

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.