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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
OA
1601
Oxbow Advisors
Texas
$214K -$108K -701 -37%
ML
1602
McAdam LLC
Pennsylvania
$214K -$65.8K -428 -27%
OAM
1603
Occidental Asset Management
California
$214K +$180K +1,170 New
TC
1604
Truvestments Capital
Florida
$213K -$53K -345 -23%
LCM
1605
Leisure Capital Management
California
$213K +$178K +1,161 New
BHB
1606
Bank Hapoalim BM
Israel
$213K +$179K +1,163 New
MRCM
1607
M&R Capital Management
New Jersey
$212K -$613K -3,985 -77%
BCI
1608
Brinker Capital Investments
Pennsylvania
$212K -$175K -1,138 -50%
NAMA
1609
Nikko Asset Management Americas
New York
$212K +$84.2K +548 +89%
BL
1610
Balentine LLC
Georgia
$212K +$155K +1,010 +678%
WMA
1611
Wealth Management Associates
New Jersey
$211K -$93K -605 -34%
PCM
1612
Poehling Capital Management
Wisconsin
$211K +$177K +1,150 New
PHK
1613
Point72 Hong Kong
Hong Kong
$211K +$177K +1,153 New
ECA
1614
Elevated Capital Advisors
Utah
$211K +$186K +1,208 New
AIA
1615
Arbor Investment Advisors
North Carolina
$209K +$175K +1,139 New
CIP
1616
Cornerstone Investment Partners
Georgia
$209K +$175K +1,140 New
FNC
1617
First National Corp
Massachusetts
$209K +$176K +1,142 New
PCM
1618
Prelude Capital Management
New York
$209K +$176K +1,142 New
CCM
1619
Carlson Capital Management
Minnesota
$209K +$180K +1,172 New
SHGA
1620
Sand Hill Global Advisors
California
$208K +$174K +1,133 New
MWM
1621
Minot Wealth Management
Massachusetts
$208K +$175K +1,137 New
VCM
1622
Versant Capital Management
Arizona
$207K -$3.38K -22 -2%
SDH
1623
Sloy Dahl & Holst
Washington
$206K +$173K +1,124 New
CIG
1624
Cairn Investment Group
Washington
$206K +$173K +1,125 New
IDA
1625
Intelligence Driven Advisers
California
$206K +$173K +1,125 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.