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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
CWC
1676
Carolinas Wealth Consulting
North Carolina
$122K +$102K +663 New
PFO
1677
Pathstone Family Office
New Jersey
$119K -$46.1K -300 -32%
MAWCM
1678
Mine & Arao Wealth Creation & Management
California
$119K
CWM
1679
Campbell Wealth Management
Virginia
$119K +$99.5K +647 New
CP
1680
Corbenic Partners
Pennsylvania
$117K -$4K -26 -4%
SIS
1681
Sound Income Strategies
Florida
$116K +$56.6K +368 +138%
CAGAS
1682
Capital Advisory Group Advisory Services
Minnesota
$115K +$77.6K +505 +407%
GFPC
1683
Global Financial Private Capital
Florida
$110K +$92.2K +600 New
FWM
1684
FSA Wealth Management
Massachusetts
$104K
BCP
1685
Blue Chip Partners
Michigan
$103K +$86.4K +562 New
FP
1686
Financial Perspectives
Minnesota
$101K
KFS
1687
Kelly Financial Services
Massachusetts
$101K +$20.3K +132 +32%
WPA
1688
West Paces Advisors
Georgia
$99.9K -$12.9K -84 -13%
BAMG
1689
Brand Asset Management Group
Missouri
$99K -$324K -2,107 -80%
MRG
1690
Milestone Resources Group
British Virgin Islands
$98K -$10.4M -67,516 -99%
MFT
1691
Moisand Fitzgerald Tamayo
Florida
$97K +$10.8K +70 +15%
MSFP
1692
Mark Sheptoff Financial Planning
Connecticut
$96K
NCM
1693
New Capital Management
Texas
$92K +$76.9K +500 New
DWA
1694
Dougherty Wealth Advisers
Minnesota
$91K
CMA
1695
Cedar Mountain Advisors
Oregon
$91K +$461 +3 +0.6%
WAS
1696
Winch Advisory Services
Wisconsin
$90K +$19.4K +126 +35%
CAL
1697
Capital Advisors Ltd
Ohio
$89K -$9.84K -64 -12%
PGAM
1698
Princeton Global Asset Management
New Jersey
$87K +$61.5K +400 +533%
WFMPM
1699
Woodley Farra Manion Portfolio Management
Indiana
$85K -$2.31K -15 -3%
FEG
1700
Financial Enhancement Group
Indiana
$84K

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.