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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
EIP
1401
Ellis Investment Partners
Pennsylvania
$319K -$440K -2,861 -62%
TSW
1402
Thompson Siegel & Walmsley
Virginia
$319K +$7.07K +46 +3%
AF
1403
Arrow Financial
New York
$317K -$446K -2,899 -63%
AC
1404
Addison Capital
Pennsylvania
$317K
UF
1405
Univest Financial
Pennsylvania
$317K
MW
1406
Marcum Wealth
Ohio
$316K +$34.3K +223 +15%
WTFG
1407
Wells Trecaso Financial Group
Ohio
$316K +$265K +1,722 New
EIA
1408
Eldridge Investment Advisors
New Hampshire
$316K +$265K +1,725 New
WAM
1409
Wolverine Asset Management
Illinois
$316K +$265K +1,725 New
PAM
1410
Palisade Asset Management
Minnesota
$315K -$131K -850 -33%
IIC
1411
Integrated Investment Consultants
Michigan
$314K +$461 +3 +0.2%
SBSB
1412
Sullivan, Bruyette, Speros & Blaney
Virginia
$312K -$63.9K -416 -20%
RGIA
1413
Rainier Group Investment Advisory
Washington
$312K -$31.1K -202 -11%
DDPIC
1414
Deroy & Devereaux Private Investment Counsel
Michigan
$312K
ONST
1415
Old North State Trust
North Carolina
$312K +$7.22K +47 +3%
SBL
1416
Sargent Bickham Lagudis
Colorado
$310K -$615 -4 -0.2%
FA
1417
FCG Advisors
New Jersey
$310K +$19.2K +125 +8%
CFFP
1418
Center for Financial Planning
Michigan
$309K
SYBT
1419
Stock Yards Bank & Trust
Kentucky
$308K -$41.3K -269 -14%
AT
1420
Arden Trust
Delaware
$307K
CFD
1421
Creative Financial Designs
Indiana
$306K +$146K +952 +132%
RBFC
1422
Roman Butler Fullerton & Co
Missouri
$305K -$480K -3,122 -65%
GWMIA
1423
Global Wealth Management Investment Advisory
Florida
$305K +$48.7K +317 +24%
MG
1424
Mather Group
Illinois
$305K +$256K +1,663 New
CWA
1425
Capital Wealth Alliance
Arizona
$305K +$256K +1,664 New

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.