Boeing
1,758 hedge funds and large institutions have $52B invested in Boeing in 2020 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 714 increasing their positions, 806 reducing their positions, and 521 closing their positions.
5.95% less ownership
Funds ownership: 67.96% → 62% (-6%)
11% less repeat investments, than reductions
Existing positions increased: 714 | Existing positions reduced: 806
17% less call options, than puts
Call options by funds: $4.29B | Put options by funds: $5.17B
19% less funds holding
Funds holding: 2,176 → 1,758 (-418)
58% less capital invested
Capital invested by funds: $124B → $52B (-$71.8B)
68% less funds holding in top 10
Funds holding in top 10: 118 → 38 (-80)
74% less first-time investments, than exits
New positions opened: 135 | Existing positions closed: 521
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIF
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
|
+$1.31B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$1.09B |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$863M |
| 4 |
Newport Trust Company
Washington,
District of Columbia
|
+$551M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$267M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$2.87B |
| 2 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$775M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$771M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$592M |
| 5 |
MWNA
Marshall Wace North America
New York
|
-$357M |
BA Hedge Fund Activity: Q1 2020 in Review
1,758 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2020, worth a combined $52B — down 58% from $124B a quarter earlier.
Sellers outnumbered buyers: 521 funds closed out of BA and 135 opened new positions — a net loss of 386 holders — while 806 trimmed existing stakes and 714 added.
The largest buyer was Public Investment Fund, opening a new position worth an estimated $1.31B. The largest seller was T. Rowe Price Associates, cutting an estimated $2.87B.
- 1,758 institutional investors held Boeing (BA) as of Q1 2020, down from 2,176 in Q4 2019.
- Funds reported $52B of Boeing stock for Q1 2020, down 58% quarter-over-quarter.
- 135 funds opened new Boeing positions in Q1 2020 and 521 closed out, a net change of -386 holders.
- The largest Boeing buyer in Q1 2020 was Public Investment Fund, an estimated $1.31B added.
- The largest Boeing seller in Q1 2020 was T. Rowe Price Associates, an estimated $2.87B sold.
Based on aggregated 13F filings for Q1 2020.