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2,114 hedge funds and large institutions have $80.3B invested in Boeing in 2021 Q1 according to their latest regulatory filings, with 209 funds opening new positions, 897 increasing their positions, 732 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 113

43% more funds holding in top 10

Funds holding in top 10: 4463 (+19)

23% more repeat investments, than reductions

Existing positions increased: 897 | Existing positions reduced: 732

20% more capital invested

Capital invested by funds: $66.9B → $80.3B (+$13.3B)

18% more call options, than puts

Call options by funds: $11.9B | Put options by funds: $10.1B

4% more funds holding

Funds holding: 2,0382,114 (+76)

1.24% less ownership

Funds ownership: 55.35%54.11% (-1.2%)

Holders
2,114
Holders Change
+76
Holders Change %
+3.73%
% of All Funds
37.12%
Holding in Top 10
63
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+43.18%
% of All Funds
1.11%
New
209
Increased
897
Reduced
732
Closed
113
Calls
$11.9B
Puts
$10.1B
Net Calls
+$1.81B
Net Calls Change
+$1.76B
Name Holding Trade Value Shares
Change
Change in
Stake
JC
251
Jacobs & Co
California
$14.1M +$285K +1,280 +2%
ACM
252
Azimuth Capital Management
Michigan
$14M -$154K -694 -1%
VRS
253
Virginia Retirement Systems
Virginia
$13.8M +$1.02M +4,600 +9%
MHC
254
Meyer Handelman Company
New York
$13.7M +$884K +3,975 +8%
ANI
255
American National Insurance
Texas
$13.7M -$9.34K -42 -0.1%
LSAG
256
Lake Street Advisors Group
New Hampshire
$13.6M -$7.56K -34 -0.1%
MCM
257
MAI Capital Management
Ohio
$13.6M -$1.93M -8,684 -14%
CTC
258
Central Trust Company
Missouri
$13.5M -$132K -594 -1%
GC
259
Guggenheim Capital
Illinois
$13.3M -$740K -3,328 -6%
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$13.3M +$1.64M +7,391 +17%
AWM
261
Absher Wealth Management
North Carolina
$13.2M +$268K +1,208 +2%
Public Sector Pension Investment Board (PSP Investments)
262
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.2M +$2.27M +10,200 +24%
MCM
263
McKinley Capital Management
Alaska
$13.2M +$1.51M +6,797 +15%
WAS
264
Wesleyan Assurance Society
United Kingdom
$13.2M -$222K -1,000 -2%
SPIA
265
Steward Partners Investment Advisory
New York
$13M +$3.49M +15,691 +44%
LHC
266
Lodge Hill Capital
New York
$13M -$5.78M -26,000 -34%
PWP
267
Principle Wealth Partners
Connecticut
$12.9M -$23.3K -105 -0.2%
NAM
268
Nissay Asset Management
Japan
$12.9M -$288K -1,294 -2%
BPB
269
Badgley, Phelps & Bell
Washington
$12.8M +$449K +2,021 +4%
PPCM
270
Pillar Pacific Capital Management
California
$12.5M +$195K +878 +2%
SG Americas Securities
271
SG Americas Securities
New York
$12.4M +$1.48M +6,661 +16%
CA
272
Cetera Advisors
Colorado
$12.3M +$3.61M +16,236 +50%
WCM
273
Windward Capital Management
California
$12.2M +$4.02M +18,066 +61%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$12.2M -$46.7K -210 -0.4%
WS
275
Wedbush Securities
California
$12.1M +$3.34M +15,013 +46%

BA Hedge Fund Activity: Q1 2021 in Review

2,114 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2021, worth a combined $80.3B — up 20% from $66.9B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new BA positions and 113 closed out — a net gain of 96 holders — while 897 added to existing stakes and 732 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.13B. The largest seller was Newport Trust Company, cutting an estimated $757M.

  • 2,114 institutional investors held Boeing (BA) as of Q1 2021, up from 2,038 in Q4 2020.
  • Funds reported $80.3B of Boeing stock for Q1 2021, up 20% quarter-over-quarter.
  • 209 funds opened new Boeing positions in Q1 2021 and 113 closed out, a net change of +96 holders.
  • The largest Boeing buyer in Q1 2021 was Fidelity Investments, an estimated $1.13B added.
  • The largest Boeing seller in Q1 2021 was Newport Trust Company, an estimated $757M sold.

Based on aggregated 13F filings for Q1 2021.