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
Wolverine Trading
151
Wolverine Trading
Illinois
$21.5M +$4.38M +28,520 +35%
SMDAM
152
Sumitomo Mitsui DS Asset Management
Japan
$21.3M +$1.91M +12,449 +12%
MSL
153
Mackay Shields LLC
New York
$21.1M +$3.45M +22,443 +24%
KBC Group
154
KBC Group
Belgium
$20.9M +$7.46M +48,546 +74%
William Blair & Company
155
William Blair & Company
Illinois
$20.6M -$4.11M -26,711 -19%
HNB
156
Huntington National Bank
Ohio
$20.4M +$7.9M +51,422 +86%
ACA
157
Anchor Capital Advisors
Massachusetts
$19.5M +$16.4M +106,575 New
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$19.3M -$1.81M -11,747 -10%
PFS
159
Prospera Financial Services
Texas
$19.1M +$12.3M +80,058 +332%
M&T Bank
160
M&T Bank
New York
$18.9M -$4.4M -28,629 -22%
PG
161
Pendal Group
Australia
$18.8M +$3.3M +21,458 +26%
URS
162
Utah Retirement Systems
Utah
$18.7M +$138K +900 +0.9%
HKAM
163
Horizon Kinetics Asset Management
New York
$18.4M +$9.54M +62,065 +163%
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$18.3M -$257K -1,673 -2%
AIA
165
Avalon Investment & Advisory
Texas
$18.2M +$6.67M +43,395 +78%
QIM
166
Quantitative Investment Management
Virginia
$18M +$13.1M +85,435 +669%
PAG
167
Private Advisor Group
New Jersey
$18M +$3.97M +25,832 +36%
GF
168
Gabelli Funds
New York
$17.8M -$6.25M -40,675 -30%
MI
169
Markston International
New York
$17.5M -$508K -3,308 -3%
SOADOR
170
State of Alaska Department of Revenue
Alaska
$17.5M +$504K +3,279 +4%
TPSF
171
Texas Permanent School Fund
Texas
$17.3M -$418K -2,721 -3%
UCFA
172
United Capital Financial Advisors
Texas
$17.3M -$3.78M -24,604 -21%
COPPSERS
173
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.2M -$4.23M -27,503 -23%
IG
174
ING Group
Netherlands
$17.2M +$14.4M +93,769 New
Caisse de Depot et Placement du Quebec (CDPQ)
175
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.8M -$10.8M -70,300 -43%

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.