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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
WJWM
1176
Williams Jones Wealth Management
New York
$507K +$31.7K +206 +8%
PA
1177
PSI Advisors
Florida
$507K +$207K +1,345 +95%
OC
1178
Oakworth Capital
Alabama
$506K
AA
1179
Alesco Advisors
New York
$505K +$83K +540 +24%
MWA
1180
Moser Wealth Advisors
Washington
$504K +$15.4K +100 +4%
WI
1181
Wintrust Investments
Illinois
$504K +$55.2K +359 +15%
MIM
1182
Marco Investment Management
Georgia
$503K +$54.6K +355 +15%
OCPWS
1183
One Charles Private Wealth Services
Massachusetts
$502K +$421K +2,736 New
TWM
1184
Triton Wealth Management
Arizona
$500K +$69.5K +452 +17%
DWM
1185
Doyle Wealth Management
Florida
$499K -$2.61K -17 -0.6%
RFN
1186
RDA Financial Network
Iowa
$499K +$17.7K +115 +4%
ISWM
1187
Independent Solutions Wealth Management
New York
$499K -$12.8K -83 -3%
TCM
1188
Traynor Capital Management
Pennsylvania
$497K -$3.63M -23,621 -90%
VA
1189
Valmark Advisers
Ohio
$497K -$10.8K -70 -3%
FMLI
1190
Fukoku Mutual Life Insurance
Japan
$495K -$61.5K -400 -13%
JMFC
1191
J.M. Forbes & Co
Massachusetts
$494K
RA
1192
RFG Advisory
Alabama
$493K -$12.8K -83 -3%
CAG
1193
Crestwood Advisors Group
Massachusetts
$492K -$20.8K -135 -5%
RMDI
1194
R.M. Davis Inc
Maine
$488K -$1.45M -9,453 -78%
GIP
1195
Greatmark Investment Partners
Georgia
$486K
MA
1196
MCF Advisors
Kentucky
$486K +$88.7K +577 +28%
PRC
1197
Pearl River Capital
Michigan
$486K +$407K +2,651 New
QCIG
1198
Quad-Cities Investment Group
Iowa
$485K -$80.7K -525 -17%
TFF
1199
The Family Firm
Maryland
$484K
IEFM
1200
IQ EQ Fund Management
Ireland
$483K -$29.7K -193 -7%

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.