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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
SWM
1651
Sugarloaf Wealth Management
Georgia
$159K -$122K -794 -48%
BFC
1652
Bedel Financial Consulting
Indiana
$155K -$109K -711 -46%
FNBOSM
1653
First National Bank of South Miami
Florida
$155K -$25.7K -167 -17%
IFAM
1654
Institutional & Family Asset Management
Colorado
$152K +$42K +273 +49%
WIM
1655
Westside Investment Management
California
$150K +$391K +2,543 +72%
PWMG
1656
Prestige Wealth Management Group
New Jersey
$150K +$9.07K +59 +8%
CAL
1657
Capital Analysts LLC
Pennsylvania
$149K -$9.07K -59 -7%
AW
1658
Avion Wealth
Texas
$149K +$23.1K +150 +23%
TFGT
1659
TS Financial Group (TSFG)
Illinois
$149K +$51.3K +334 +69%
HFS
1660
Hantz Financial Services
Michigan
$148K -$154 -1 -0.1%
CIA
1661
Cascade Investment Advisors
Oregon
$147K
CA
1662
Crewe Advisors
Utah
$146K
AWM
1663
Apollon Wealth Management
South Carolina
$145K +$121K +789 New
FMTCOCP
1664
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$140K
PP
1665
PrairieView Partners
Minnesota
$140K +$25.4K +165 +28%
GC
1666
Grace Capital
Massachusetts
$139K +$116K +757 New
GAM
1667
Gemmer Asset Management
California
$136K +$31.1K +202 +37%
PB
1668
Pinnacle Bancorp
Nebraska
$135K
LTI
1669
Laffer Tengler Investments
Tennessee
$132K +$111K +721 New
ETI
1670
Enterprise Trust & Investment
California
$128K
C
1671
Cerebellum
California
$128K +$66.7K +434 New
KBFS
1672
Kohmann Bosshard Financial Services
Ohio
$128K +$107K +694 New
LGWM
1673
Litman Gregory Wealth Management
California
$125K
ARMC
1674
American Research & Management Company
Massachusetts
$124K +$11.8K +77 +13%
JPLA
1675
Joseph P. Lucia & Associates
New York
$122K +$42.3K +275 +71%

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.