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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
RA
1751
Rational Advisors
New York
$30K +$24.7K +161 New
ST
1752
Sageworth Trust
Pennsylvania
$29K
TF
1753
TimeScale Financial
Massachusetts
$29K
NL
1754
NVWM LLC
Pennsylvania
$28K +$4.46K +29 +23%
AWA
1755
Artemis Wealth Advisors
New York
$27.5K
HS
1756
Horan Securities
United States
$27K +$15.4K +100 +208%
HIM
1757
Hillsdale Investment Management
Ontario, Canada
$26K -$38.4K -250 -64%
CT
1758
Clearstead Trust
Maine
$26K
AIA
1759
Arcadia Investment Advisors
Idaho
$25.1K
CFO
1760
CVA Family Office
Colorado
$25K +$2.31K +15 +12%
CWAF
1761
Core Wealth Advisors (Florida)
Florida
$23K -$15.5K -101 -45%
EI
1762
Ellevest Inc
New York
$23K +$9.53K +62 +94%
RBC
1763
Roble Belko & Company
Pennsylvania
$23K +$19.2K +125 New
HF
1764
Halpern Financial
Virginia
$22K +$10.8K +70 +140%
FPFS
1765
First Personal Financial Services
North Carolina
$21K
PG
1766
Proffitt & Goodson
Tennessee
$20K +$2.31K +15 +16%
BDWM
1767
Brewin Dolphin Wealth Management
Ireland
$19.1K +$8.3K +54 +108%
SA
1768
SRH Advisors
Kansas
$18K -$15.4K -100 -50%
IF
1769
Ironwood Financial
Arizona
$18K -$2.46K -16 -14%
AIM
1770
Arcadia Investment Management
Michigan
$18K
IFA
1771
Interactive Financial Advisors
Illinois
$18K
RCG
1772
Ruggie Capital Group
Florida
$18K +$15.4K +100 New
TIM
1773
Tortoise Investment Management
New York
$16K -$30.7K -200 -69%
EWM
1774
Endurance Wealth Management
Rhode Island
$14K -$25.5K -166 -68%
IWP
1775
IAG Wealth Partners
Wisconsin
$14K +$769 +5 +7%

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.