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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
CA
1326
Cullinan Associates
Kentucky
$367K +$30.7K +200 +11%
PAG
1327
Pinnacle Advisory Group
Maryland
$366K +$10.9K +71 +4%
EARNEST Partners
1328
EARNEST Partners
Georgia
$365K
RIG
1329
Roosevelt Investment Group
New York
$362K -$30.9K -201 -9%
LC
1330
Lindbrook Capital
California
$362K +$22.6K +147 +8%
PIA
1331
Perennial Investment Advisors
California
$361K -$89K -579 -23%
FAM
1332
Flaharty Asset Management
Florida
$359K +$6.15K +40 +2%
CFA
1333
CWS Financial Advisors
Michigan
$359K +$11.2K +73 +4%
HAS
1334
HBW Advisory Services
California
$359K +$301K +1,960 New
DHFB
1335
Dixon Hubard Feinour & Brown
Virginia
$358K -$16.3K -106 -5%
22CM
1336
20/20 Capital Management
California
$357K -$58.1K -378 -15%
GAMA
1337
Graticule Asia Macro Advisors
New York
$357K +$300K +1,950 New
LCAM
1338
London & Capital Asset Management
United Kingdom
$356K -$35.4K -230 -11%
RP
1339
Rowlandmiller & Partners
Georgia
$356K -$15.4K -100 -5%
EWM
1340
Executive Wealth Management
Michigan
$354K +$22.3K +145 +8%
SWM
1341
SVA Wealth Management
Wisconsin
$354K +$29.5K +192 +11%
EWA
1342
Evolution Wealth Advisors
Florida
$354K +$209K +1,360 +239%
VC
1343
Vicus Capital
Pennsylvania
$353K -$120K -782 -29%
AI
1344
Accredited Investors
Minnesota
$353K -$59.6K -388 -17%
NCM
1345
Novare Capital Management
North Carolina
$353K +$1.69K +11 +0.6%
SW
1346
StrongBox Wealth
Missouri
$352K -$108K -701 -27%
SWA
1347
Sutton Wealth Advisors
Florida
$351K -$41K -267 -12%
BC
1348
Brinker Capital
Pennsylvania
$350K +$14.9K +97 +5%
NWS
1349
Newport Wealth Strategies
California
$349K -$89.2K -580 -23%
SC
1350
Scholtz & Company
Connecticut
$349K

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.