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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
MIA
1476
MainStreet Investment Advisors
Illinois
$276K -$489K -3,179 -68%
TA
1477
Trellis Advisors
Washington
$275K -$52.7K -343 -19%
DWM
1478
Dorchester Wealth Management
Quebec, Canada
$275K +$231K +1,500 New
FDCC
1479
Foster Dykema Cabot & Co
Massachusetts
$275K +$231K +1,503 New
RP
1480
Rice Partnership
Hawaii
$274K -$80.2K -522 -26%
TF
1481
Tompkins Financial
New York
$273K
GEA
1482
Glen Eagle Advisors
New Jersey
$273K -$1.54K -10 -0.7%
ACA
1483
Affinity Capital Advisors
California
$272K -$5.53K -36 -2%
AL
1484
Aspiriant LLC
California
$272K +$229K +1,491 New
JWM
1485
JGP Wealth Management
Oregon
$271K -$6K -39 -3%
AWM
1486
Arbor Wealth Management
Florida
$271K +$7.38K +48 +3%
CA
1487
Cornerstone Advisory
Maryland
$271K +$7.69K +50 +3%
TCPWM
1488
Traverso Chambers Private Wealth Management
California
$270K +$226K +1,471 New
HFG
1489
Heron Financial Group
New York
$269K +$232K +1,509 New
PAM
1490
Premier Asset Management
Illinois
$268K -$3.57M -23,245 -94%
SFS
1491
Strategic Financial Services
New York
$267K -$649K -4,219 -74%
GIA
1492
GHP Investment Advisors
Colorado
$267K -$42K -273 -16%
KWMG
1493
King Wealth Management Group
Florida
$266K -$147K -958 -40%
PWAP
1494
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$265K +$222K +1,447 New
BW
1495
Bison Wealth
Georgia
$264K +$9.38K +61 +4%
FCCM
1496
First City Capital Management
Georgia
$264K +$221K +1,440 New
W
1497
WealthStone
Ohio
$264K +$221K +1,438 New
FFS
1498
Founders Financial Securities
Maryland
$263K +$238K +1,549 New
AIA
1499
Alera Investment Advisors
Illinois
$262K
BLAM
1500
Bourne Lent Asset Management
New York
$262K

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.