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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
AWM
1251
Avondale Wealth Management
Texas
$425K -$4.61K -30 -1%
TC
1252
Trust Company
Kansas
$422K -$20.3K -132 -5%
AWM
1253
AllSquare Wealth Management
New York
$421K +$51K +332 +17%
PGWM
1254
Parisi Gray Wealth Management
New Jersey
$420K -$522K -3,393 -60%
OWP
1255
Obermeyer Wealth Partners
Colorado
$419K -$39.7K -258 -10%
WF
1256
Welch & Forbes
Massachusetts
$417K -$362K -2,355 -51%
BOH
1257
Bank of Hawaii
Hawaii
$417K -$295K -1,922 -46%
ZB
1258
Zions Bancorporation
Utah
$417K -$46.3K -301 -12%
HWA
1259
HCR Wealth Advisors
California
$417K -$2.92K -19 -0.8%
P
1260
Pitcairn
Pennsylvania
$416K -$69K -449 -17%
PHAM
1261
Palisades Hudson Asset Management
Florida
$416K
VWM
1262
Venturi Wealth Management
Texas
$415K +$348K +2,265 New
PMFA
1263
Plante Moran Financial Advisors
Michigan
$414K -$119K -772 -25%
ATFA
1264
All Terrain Financial Advisors
Minnesota
$413K -$61.5K -400 -15%
FPCP
1265
Fort Point Capital Partners
California
$413K
AII
1266
AGF Investments Inc
Ontario, Canada
$412K -$188K -1,220 -35%
FPS
1267
Fieldpoint Private Securities
Connecticut
$412K -$8.3K -54 -2%
MFS
1268
McNamara Financial Services
Massachusetts
$412K
FWM
1269
Focused Wealth Management
New York
$412K +$17.2K +112 +5%
DJSG
1270
D.J. St. Germain
Massachusetts
$411K -$111K -723 -24%
MCM
1271
Mengis Capital Management
Oregon
$411K -$36.3K -236 -10%
BAS
1272
Brown Advisory Securities
Maryland
$409K
SIMM
1273
Stillwater Investment Management (Minnesota)
Minnesota
$408K
AB
1274
Atlas Brown
Kentucky
$407K
SFWA
1275
Summit Financial Wealth Advisors
Louisiana
$406K +$11.5K +75 +3%

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.