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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
PGA
1551
Portland Global Advisors
Maine
$235K +$197K +1,282 New
FM
1552
Family Management
New York
$235K +$197K +1,283 New
CVM
1553
Cheviot Value Management
California
$233K -$29.2K -190 -13%
NFG
1554
Nadler Financial Group
Illinois
$232K -$57.3K -373 -23%
FCA
1555
FinTrust Capital Advisors
South Carolina
$232K -$23.8K -155 -11%
AWM
1556
Altus Wealth Management
Kentucky
$232K +$194K +1,263 New
AWA
1557
ARS Wealth Advisors
Florida
$232K +$195K +1,268 New
SAM
1558
S.A. Mason
Michigan
$231K -$23.8K -155 -11%
HWA
1559
HHM Wealth Advisors
Tennessee
$231K +$1.69K +11 +0.9%
SWMG
1560
Strategic Wealth Management Group
Maryland
$231K +$193K +1,258 New
PA
1561
Perennial Advisors
New York
$231K +$194K +1,261 New
CT
1562
Columbia Trust
Oregon
$230K +$194K +1,259 New
PWA
1563
Physician Wealth Advisors
Utah
$230K +$197K +1,283 New
HCM
1564
HGI Capital Management
New York
$229K -$76.9K -500 -29%
HFA
1565
High Falls Advisors
New York
$229K +$192K +1,250 New
TA
1566
Tiedemann Advisors
New York
$229K +$192K +1,251 New
LSC
1567
Lesa Sroufe & Co
Washington
$227K +$190K +1,237 New
HAIM
1568
Hunter Associates Investment Management
Pennsylvania
$227K +$191K +1,241 New
AMCA
1569
Arthur M. Cohen & Associates
Illinois
$226K -$89.9K -585 -32%
AWM
1570
Aprio Wealth Management
Georgia
$226K +$190K +1,235 New
CSS
1571
Cubist Systematic Strategies
Connecticut
$225K -$4.33M -28,194 -96%
MJRIC
1572
Mogy Joel R Investment Counsel
California
$225K -$615K -4,000 -76%
TCM
1573
Towercrest Capital Management
Pennsylvania
$225K -$89.5K -582 -32%
PIP
1574
Peachtree Investment Partners
Florida
$225K -$37.7K -245 -17%
SA
1575
Strategic Advisors
New York
$225K -$37.4K -243 -16%

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.