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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
ME
1351
McIlrath & Eck
Washington
$349K +$27.5K +179 +10%
GCA
1352
Gradient Capital Advisors
California
$348K +$7.69K +50 +3%
SCM
1353
Schnieders Capital Management
California
$347K -$98.4K -640 -25%
AF
1354
Aldebaran Financial
$347K +$53.8K +350 +23%
GWM
1355
Gray Wealth Management
Maine
$347K +$291K +1,890 New
PMG
1356
ProVise Management Group
Florida
$346K -$95.3K -620 -25%
HIM
1357
Harbour Investment Management
Washington
$346K
STA
1358
Summit Trail Advisors
New York
$346K +$290K +1,888 New
REMPR
1359
Roof Eidam Maycock Peralta (REMP)
California
$345K
WWM
1360
WJ Wealth Management
Arizona
$345K +$289K +1,882 New
SSWM
1361
Smith Salley Wealth Management
North Carolina
$344K -$1.23M -8,023 -81%
BO
1362
Bank OZK
Arkansas
$344K -$60.1K -391 -17%
MPW
1363
Monterey Private Wealth
California
$344K +$19.2K +125 +7%
KPW
1364
Kore Private Wealth
New York
$344K +$52.7K +343 +22%
NIC
1365
Northwest Investment Counselors
Oregon
$344K +$64.7K +421 +29%
FPCG
1366
Fort Pitt Capital Group
Pennsylvania
$343K -$28.7M -186,626 -99%
TIM
1367
Total Investment Management
Arizona
$343K -$26.9K -175 -9%
MIC
1368
Meridian Investment Counsel
California
$343K
CFA
1369
Capstone Financial Advisors
Illinois
$343K +$3.07K +20 +1%
B
1370
Bellecapital
Switzerland
$343K +$287K +1,870 New
MGIM
1371
M&G Investment Management
United Kingdom
$341K -$18K -117 -6%
POIA
1372
Pin Oak Investment Advisors
Texas
$340K +$7.69K +50 +3%
BCCM
1373
Bridge Creek Capital Management
Massachusetts
$340K +$24.6K +160 +9%
FC
1374
Forte Capital
New York
$340K +$285K +1,855 New
BCWM
1375
Blue Chip Wealth Management
Florida
$339K +$62.9K +409 +28%

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.