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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.57B -$66.6M -433,313 -1%
Newport Trust Company
2
Newport Trust Company
District of Columbia
$6.29B +$242M +1,577,087 +5%
BlackRock
3
BlackRock
New York
$5.99B -$84.4M -548,898 -2%
State Street
4
State Street
Massachusetts
$4.89B +$81.8M +532,440 +2%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$1.72B +$959M +6,236,833 +198%
Capital World Investors
6
Capital World Investors
California
$1.53B -$3.41B -22,212,660 -73%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.39B +$60.1M +390,686 +5%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$1.13B -$2.05B -13,328,838 -68%
Northern Trust
9
Northern Trust
Illinois
$1.01B -$5.07M -33,000 -0.6%
Bank of America
10
Bank of America
North Carolina
$941M +$222M +1,445,028 +39%
Morgan Stanley
11
Morgan Stanley
New York
$927M +$139M +902,426 +22%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$752M -$1M -6,508 -0.2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$734M -$183M -1,188,384 -23%
N
14
Nuveen
North Carolina
$640M +$41.2M +267,900 +8%
Capital International Investors
15
Capital International Investors
California
$639M -$1.11B -7,248,812 -68%
Wells Fargo
16
Wells Fargo
California
$555M -$16.8M -109,181 -3%
Jennison Associates
17
Jennison Associates
New York
$548M -$143M -930,801 -24%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$506M -$299M -1,945,752 -41%
Coatue Management
19
Coatue Management
New York
$504M +$423M +2,750,028 New
JP Morgan Chase
20
JP Morgan Chase
New York
$504M +$111M +720,764 +36%
Legal & General Group
21
Legal & General Group
United Kingdom
$495M +$4.02M +26,131 +1%
Goldman Sachs
22
Goldman Sachs
New York
$461M -$56.5M -367,587 -13%
Charles Schwab
23
Charles Schwab
California
$461M +$12.2M +79,527 +3%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$447M -$4.3M -27,989 -1%
UBS Group
25
UBS Group
Switzerland
$420M +$1.3M +8,435 +0.4%

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.