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
HWA
1576
Hillcrest Wealth Advisors
New Jersey
$225K +$188K +1,225 New
AOWM
1577
Alpha Omega Wealth Management
Virginia
$225K +$188K +1,226 New
EWM
1578
Evermay Wealth Management
Virginia
$225K +$188K +1,226 New
FUBT
1579
First United Bank & Trust
Maryland
$225K +$189K +1,227 New
RMCM
1580
Reynders McVeigh Capital Management
Massachusetts
$224K -$22K -143 -10%
BCM
1581
Breiter Capital Management
Florida
$224K +$188K +1,223 New
FCM
1582
Firestone Capital Management
Florida
$223K
LDFR
1583
Lehman & Derafelo Financial Resources
Pennsylvania
$222K -$93.6K -609 -33%
GHA
1584
GW Henssler & Associates
Georgia
$222K +$186K +1,211 New
SFM
1585
Signet Financial Management
New Jersey
$222K +$190K +1,238 New
PCG
1586
Private Capital Group
Connecticut
$221K -$58.4K -380 -24%
SAG
1587
Spotlight Asset Group
Illinois
$221K +$186K +1,208 New
BC
1588
Brio Consultants
California
$220K +$184K +1,200 New
TFA
1589
Teamwork Financial Advisors
Texas
$219K -$383K -2,490 -68%
TIA
1590
Tiemann Investment Advisors
California
$219K -$98.5K -641 -35%
TWM
1591
Tolleson Wealth Management
Texas
$219K +$184K +1,194 New
NEWAS
1592
N.E.W. Advisory Services
Wisconsin
$219K +$184K +1,197 New
IWAG
1593
Integer Wealth Advisors Group
Georgia
$218K -$50K -325 -21%
YWP
1594
YorkBridge Wealth Partners
New York
$218K +$183K +1,190 New
SIA
1595
Starfire Investment Advisers
Michigan
$218K +$183K +1,193 New
NHC
1596
Nicholas Hoffman & Company
Georgia
$217K -$59.3K -386 -25%
MWP
1597
Meridian Wealth Partners
Pennsylvania
$217K +$9.38K +61 +5%
LF
1598
LifeSteps Financial
California
$217K +$182K +1,183 New
CA
1599
Claro Advisors
Massachusetts
$216K +$182K +1,181 New
DWM
1600
Darwin Wealth Management
Florida
$215K -$40.4K -263 -18%

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.