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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
BWM
1501
BigSur Wealth Management
Florida
$262K +$220K +1,430 New
BIA
1502
Bigelow Investment Advisors
Maine
$261K -$147K -958 -40%
FMW
1503
Farr Miller & Washington
District of Columbia
$261K -$61.3K -399 -22%
PCMC
1504
Paragon Capital Management (Colorado)
Colorado
$261K +$219K +1,423 New
HWA
1505
Heritage Wealth Advisors
Virginia
$259K +$21.2K +138 +11%
AWA
1506
Alaska Wealth Advisors
Alaska
$258K -$9.68K -63 -4%
TW
1507
Transform Wealth
Colorado
$258K +$216K +1,405 New
IFO
1508
Independent Family Office
New York
$257K
MPIA
1509
Mountain Pacific Investment Advisers
Idaho
$257K +$215K +1,400 New
BST
1510
Bath Savings Trust
Maine
$255K -$20K -130 -9%
LF
1511
Lee Financial
Texas
$255K +$61.5K +400 +40%
CIP
1512
Convergence Investment Partners
Florida
$255K +$214K +1,390 New
ESBC
1513
E.S. Barr & Co
Kentucky
$254K
ET
1514
Equitable Trust
Tennessee
$253K +$212K +1,381 New
MPW
1515
MA Private Wealth
California
$252K
RG
1516
Retirement Group
California
$252K +$212K +1,376 New
CMANY
1517
Capital Management Associates (New York)
New York
$250K -$152K -990 -42%
BFG
1518
Bouchey Financial Group
New York
$250K +$1.54K +10 +0.7%
WCA
1519
Westover Capital Advisors
Delaware
$249K -$454K -2,955 -68%
PWM
1520
PBMares Wealth Management
Virginia
$249K -$13.5K -88 -6%
FFG
1521
Fortem Financial Group
California
$249K +$209K +1,360 New
I2I
1522
Insight 2811 Inc
Illinois
$248K -$4.61K -30 -2%
CA
1523
Capital Advantage
California
$248K +$208K +1,352 New
SMH
1524
Sanders Morris Harris
Texas
$248K +$211K +1,370 New
CAM
1525
CenterStar Asset Management
Illinois
$247K

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.