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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
SXL
1201
Summit X LLC
Missouri
$483K +$15.8K +103 +4%
FMWA
1202
Forvis Mazars Wealth Advisors
Missouri
$481K -$32.1K -209 -7%
KFA
1203
Kelleher Financial Advisors
New York
$481K -$25.7K -167 -6%
JIP
1204
Jaffetilchin Investment Partners
Florida
$481K +$134K +869 +49%
XF
1205
XML Financial
Maryland
$478K +$129K +836 +47%
SWMG
1206
Sanchez Wealth Management Group
Florida
$478K +$400K +2,605 New
PCA
1207
Private Capital Advisors
Connecticut
$477K +$400K +2,600 New
FC
1208
Ferris Capital
Massachusetts
$474K +$615 +4 +0.2%
YIA
1209
YHB Investment Advisors
Connecticut
$473K +$40.7K +265 +11%
SWM
1210
Stockman Wealth Management
Montana
$472K +$1.84K +12 +0.5%
SWP
1211
Strategic Wealth Partners
Ohio
$472K +$49.5K +322 +14%
CCM
1212
CAAS Capital Management
New York
$472K +$395K +2,573 New
CC
1213
Callan Capital
California
$468K +$3.69K +24 +0.9%
EWM
1214
Edge Wealth Management
New York
$466K +$22.3K +145 +6%
BFG
1215
Beacon Financial Group
Texas
$461K +$364K +2,371 New
WAG
1216
Winthrop Advisory Group
Massachusetts
$460K +$50K +325 +15%
CCM
1217
Chickasaw Capital Management
Tennessee
$458K -$144K -940 -27%
BFWA
1218
Benchmark Financial Wealth Advisors
Florida
$458K +$175K +1,136 +83%
BI
1219
Ballast Inc
Kentucky
$455K -$1.54K -10 -0.4%
JF
1220
JSF Financial
California
$454K +$19.2K +125 +5%
PA
1221
Procyon Advisors
Connecticut
$454K +$78.7K +512 +26%
APWM
1222
Atlas Private Wealth Management
New York
$453K -$20K -130 -5%
QCG
1223
Quadrant Capital Group
Ohio
$452K +$76.2K +496 +25%
GWS
1224
Glassman Wealth Services
Virginia
$451K +$14.6K +95 +4%
IIC
1225
Ironwood Investment Counsel
Arizona
$450K -$13.8K -90 -4%

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.