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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
AIFAIM
1951
American Institute for Advanced Investment Management
Arizona
-$204K -1,369 Closed
BFA
1952
Beacon Financial Advisory
Ohio
-$202K -1,359 Closed
BSG
1953
Black Swift Group
Colorado
-$149K -1,000 Closed
DAM
1954
Doheny Asset Management
California
-$305K -937 Closed
APW
1955
Acima Private Wealth
Virginia
-$118K -789 Closed
CCM
1956
Cox Capital Management
Massachusetts
-$250K -767 Closed
NWA
1957
New World Advisors
Massachusetts
-$228K -700 Closed
CS
1958
Capital Square
Tennessee
-$85K -570 Closed
VCS
1959
Vaughan & Co Securities
New Jersey
-$74.6K -500 Closed
FGAM
1960
Financial Gravity Asset Management
Texas
-$70 -465 Closed
OFG
1961
OmniStar Financial Group
North Carolina
-$64K -428 Closed
CYG
1962
Clean Yield Group
Vermont
-$63K -425 Closed
KFI
1963
Key Financial Inc
Pennsylvania
-$47K -306 Closed
AIS
1964
Accurate Investment Solutions
Pennsylvania
-$38K -258 Closed
FA
1965
Forefront Analytics
Pennsylvania
-$32.1K -215 Closed
AW
1966
Alpha Windward
Massachusetts
-$30K -198 Closed
MWM
1967
MBE Wealth Management
Wisconsin
-$26K -176 Closed
PCA
1968
Providence Capital Advisors
North Carolina
-$22K -150 Closed
FA
1969
Fortis Advisors
Pennsylvania
-$15K -100 Closed
GSC
1970
G&S Capital
Colorado
-$14K -100 Closed
IWMA
1971
Ironwood Wealth Management (Arizona)
Arizona
-$15K -100 Closed
EWM
1972
Elmwood Wealth Management
California
-$31.2K -95 Closed
MCM
1973
McMillion Capital Management
North Carolina
-$13K -90 Closed
BWP
1974
Baldwin Wealth Partners
Massachusetts
-$12K -82 Closed
RFWA
1975
RPg Family Wealth Advisory
Massachusetts
-$11.6K -78 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.