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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
SFO
1526
Stokes Family Office
Louisiana
$247K +$208K +1,350 New
BSA
1527
Bull Street Advisors
Georgia
$246K +$206K +1,341 New
IA
1528
Independence Advisors
Pennsylvania
$245K -$10.3K -67 -5%
LWM
1529
Lenox Wealth Management
Ohio
$245K -$9.84K -64 -5%
ST
1530
Spinnaker Trust
Maine
$245K +$206K +1,337 New
JSL
1531
JT Stratford LLC
Georgia
$243K +$204K +1,327 New
WQ
1532
Wealth Quarterback
New Jersey
$242K +$6.46K +42 +3%
RPWA
1533
Regent Peak Wealth Advisors
Georgia
$242K +$203K +1,320 New
FA
1534
Faithward Advisors
Pennsylvania
$242K +$203K +1,322 New
VAS
1535
Vestmark Advisory Solutions
Massachusetts
$242K +$203K +1,322 New
BCA
1536
Bay Colony Advisors
Massachusetts
$241K -$13.8K -90 -6%
ACM
1537
AlphaStar Capital Management
North Carolina
$241K +$197K +1,282 New
MCP
1538
Mirador Capital Partners
California
$241K +$202K +1,313 New
HIP
1539
Harrell Investment Partners
Texas
$241K +$202K +1,314 New
PSF
1540
Pacific Sun Financial
California
$240K +$201K +1,308 New
FAN
1541
Financial Advisors Network
California
$240K +$202K +1,311 New
CBT
1542
Central Bank & Trust
Kentucky
$238K -$246K -1,603 -55%
BRM
1543
Boston Research & Management
Massachusetts
$238K -$41.7K -271 -17%
TS
1544
Tamar Securities
California
$238K +$199K +1,297 New
CIM
1545
CIM Investment Management
Pennsylvania
$237K -$197K -1,282 -50%
LWM
1546
Liberty Wealth Management
California
$237K +$36.6K +238 +23%
AIA
1547
Allied Investment Advisors
Montana
$237K +$199K +1,295 New
LCM
1548
LVM Capital Management
Michigan
$236K -$162K -1,053 -45%
OWIM
1549
Old West Investment Management
California
$236K +$198K +1,289 New
CHP
1550
Cable Hill Partners
Oregon
$235K +$197K +1,282 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.