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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
AWP
1926
Ascent Wealth Partners
New York
-$271K -1,814 Closed
LOAMS
1927
Lombard Odier Asset Management (Switzerland)
Switzerland
-$269K -1,805 Closed
AIA
1928
Angeles Investment Advisors
California
-$243K -1,745 Closed
SFG
1929
SevenBridge Financial Group
Pennsylvania
-$259K -1,736 Closed
MAM
1930
Madison Asset Management
Wisconsin
-$257K -1,720 Closed
PP
1931
Paloma Partners
Connecticut
-$256K -1,712 Closed
LSV Asset Management
1932
LSV Asset Management
Illinois
-$253K -1,700 Closed
CG
1933
Cynosure Group
Utah
-$253K -1,696 Closed
AP
1934
Appleton Partners
Massachusetts
-$250K -1,677 Closed
OFS
1935
Orrstown Financial Services
Pennsylvania
-$250K -1,674 Closed
HIS
1936
Harvest Investment Services
Illinois
-$248K -1,666 Closed
VAG
1937
VisionPoint Advisory Group
Texas
-$247K -1,657 Closed
TC
1938
TownSquare Capital
Utah
-$217K -1,630 Closed
TCBWMS
1939
Texas Capital Bank Wealth Management Services
Texas
-$241K -1,617 Closed
PAA
1940
Peregrine Asset Advisers
Oregon
-$239K -1,600 Closed
CIM
1941
CenturyLink Investment Management
Colorado
-$238K -1,594 Closed
RC
1942
Rovin Capital
Arizona
-$202K -1,568 Closed
VIA
1943
Vident Investment Advisory
Georgia
-$232K -1,558 Closed
CCG
1944
Cypress Capital Group
Florida
-$227K -1,522 Closed
VC
1945
Veracity Capital
Georgia
-$224K -1,502 Closed
AAMC
1946
Asset Allocation & Management Company
Illinois
-$224K -1,500 Closed
PI
1947
Parkside Investments
Illinois
-$223K -1,500 Closed
LOPW
1948
Live Oak Private Wealth
North Carolina
-$218K -1,465 Closed
GBBWRPM
1949
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$216K -1,447 Closed
AC
1950
AlphaCore Capital
California
-$210K -1,409 Closed

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.