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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
CAM
1701
Costello Asset Management
Pennsylvania
$76K +$63.9K +416 New
BWM
1702
Baystate Wealth Management
Massachusetts
$75K +$3.23K +21 +5%
NC
1703
NewSquare Capital
Pennsylvania
$72K -$1.69K -11 -3%
HWM
1704
HighMark Wealth Management
Minnesota
$72K +$24.6K +160 +69%
FMP
1705
Financial Management Professionals
Texas
$72K +$50.9K +331 +552%
LWS
1706
Lucia Wealth Services
California
$70K +$307 +2 +0.5%
AA
1707
AlphaMark Advisors
Kentucky
$67K
THWM
1708
Taylor Hoffman Wealth Management
Virginia
$67K +$56.3K +366 New
KWM
1709
Keebeck Wealth Management
Illinois
$67K +$56.9K +370 New
GG
1710
Gleason Group
Kentucky
$66K
AAP
1711
Arax Advisory Partners
Colorado
$66K +$7.99K +52 +17%
BWA
1712
Burt Wealth Advisors
Maryland
$63K
AWM
1713
Atticus Wealth Management
Florida
$63K +$48.6K +316 +1,053%
ECM
1714
Estabrook Capital Management
New York
$62.5K
DTIM
1715
Danda Trouve Investment Management
Kansas
$62K -$6.92K -45 -12%
Cohen & Steers
1716
Cohen & Steers
New York
$62K
SFG
1717
Sowa Financial Group
Rhode Island
$62K
LWANC
1718
Laurel Wealth Advisors (North Carolina)
North Carolina
$61K
CFG
1719
Capstone Financial Group
Oklahoma
$60K +$4.61K +30 +10%
SJIM
1720
St. Johns Investment Management
Florida
$59K +$46.1K +300 +1,500%
RAM
1721
Riggs Asset Management
Pennsylvania
$58K +$2.15K +14 +5%
FRA
1722
Front Row Advisors
California
$57K
JWM
1723
Janiczek Wealth Management
Colorado
$57K +$47.8K +311 New
CWM
1724
Cranbrook Wealth Management
Michigan
$56K
IRC
1725
Investors Research Corp
Georgia
$56K

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.