Holders over time
- LOAR
- BA
| Quarter | LOAR | BA |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 20 holders, $5.1bn |
| Q4 2020 | none listed holders, n.a. | 26 holders, $5.8bn |
| Q1 2021 | none listed holders, n.a. | 26 holders, $7.7bn |
| Q2 2021 | none listed holders, n.a. | 25 holders, $7.7bn |
| Q3 2021 | none listed holders, n.a. | 22 holders, $6.5bn |
| Q4 2021 | none listed holders, n.a. | 19 holders, $5.7bn |
| Q1 2022 | none listed holders, n.a. | 23 holders, $6.2bn |
| Q2 2022 | none listed holders, n.a. | 22 holders, $6.1bn |
| Q3 2022 | none listed holders, n.a. | 17 holders, $5.5bn |
| Q4 2022 | none listed holders, n.a. | 24 holders, $10.9bn |
| Q1 2023 | none listed holders, n.a. | 29 holders, $14.1bn |
| Q2 2023 | none listed holders, n.a. | 31 holders, $14.6bn |
| Q3 2023 | none listed holders, n.a. | 32 holders, $13.5bn |
| Q4 2023 | none listed holders, n.a. | 31 holders, $21.1bn |
| Q1 2024 | none listed holders, n.a. | 21 holders, $14.9bn |
| Q2 2024 | 7 holders, $99m | 20 holders, $16.7bn |
| Q3 2024 | 7 holders, $161m | 20 holders, $13.9bn |
| Q4 2024 | 9 holders, $125m | 31 holders, $28.0bn |
| Q1 2025 | 6 holders, $89m | 30 holders, $26.5bn |
| Q2 2025 | 12 holders, $499m | 32 holders, $32.3bn |
| Q3 2025 | 6 holders, $241m | 33 holders, $30.6bn |
| Q4 2025 | 7 holders, $196m | 34 holders, $29.2bn |
| Q1 2026 | 5 holders, $304m | 31 holders, $26.7bn |
| Q2 2026 | 5 holders, $457m | 25 holders, $31.0bn |
- Holders
- 7
- Reported value
- $99m
- Buyers
- 7
- Sellers
- 0
Not ranked this quarter: its new positions are allocations in a new listing.
Boeing Co
- Holders
- 20
- Reported value
- $16.7bn
- Buyers
- 13
- Sellers
- 9
Breadth +4 among 94 comparable managers.
Who holds both, Q2 2024
Only LOAR (5)
Artisan Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Soros Fund Management LLC, Woodline Partners LP
Only BA (18)
AllianceBernstein LP, Appaloosa LP, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.