We are live on ! Find out more

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
CCB
1426
Cutter & Co Brokerage
Missouri
$304K +$20.1K +131 +9%
MA
1427
Modus Advisors
Minnesota
$303K +$254K +1,653 New
MNG
1428
Manning & Napier Group
New York
$302K -$564K -3,668 -69%
SFG
1429
SNS Financial Group
Minnesota
$302K +$20.8K +135 +9%
PFM
1430
Parsec Financial Management
North Carolina
$301K -$97.9K -637 -28%
OFG
1431
Oxford Financial Group
Indiana
$301K -$13.5K -88 -5%
FIA
1432
Foundations Investment Advisors
Arizona
$301K -$7.22K -47 -3%
JWA
1433
JFS Wealth Advisors
Pennsylvania
$300K +$42.6K +277 +20%
SWA
1434
Stratos Wealth Advisors
Ohio
$300K +$251K +1,636 New
UTC
1435
Unified Trust Company
Kentucky
$298K -$30.7K -200 -11%
MHR
1436
Matthew Hamilton Rosenberg
$298K +$23.2K +151 +10%
CWM
1437
Chesapeake Wealth Management
Virginia
$297K -$63.8K -415 -20%
BWFA
1438
Baltimore-Washington Financial Advisors
Maryland
$297K +$261K +1,700 New
I
1439
IberiaBank
Louisiana
$296K -$228K -1,485 -48%
GLLW
1440
Graves Light Lenhart Wealth
Virginia
$296K -$24.3K -158 -9%
SC
1441
Schulhoff & Co
Ohio
$296K -$11.5K -75 -4%
FBC
1442
Fairfield, Bush & Co
Connecticut
$295K -$6.92K -45 -3%
AWA
1443
Acorn Wealth Advisors
Michigan
$294K -$17.4K -113 -7%
AF
1444
Alerus Financial
North Dakota
$294K -$12.5K -81 -5%
HAC
1445
Harbor Advisory Corp
New Hampshire
$294K
GAG
1446
GM Advisory Group
New York
$294K +$247K +1,606 New
TGAM
1447
TBH Global Asset Management
Tennessee
$293K -$1.39M -9,066 -85%
FMC
1448
First Merchants Corp
Indiana
$293K -$51.5K -335 -17%
SIM
1449
Sadoff Investment Management
Wisconsin
$293K -$6.3K -41 -2%
FC
1450
Fusion Capital
South Carolina
$291K +$22.6K +147 +10%

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.