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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
TF
301
TIAA FSB
Florida
$10.1M -$741K -3,334 -8%
BFIM
302
Beese Fulmer Investment Management
Ohio
$10.1M +$547K +2,461 +7%
BBVA
303
Banco Bilbao Vizcaya Argentaria
Spain
$10M -$4.64M -20,863 -35%
Axa
304
Axa
France
$10M +$420K +1,888 +5%
WIA
305
Wealthstreet Investment Advisors
Texas
$9.98M +$1.45M +6,506 +20%
ECM
306
ExodusPoint Capital Management
New York
$9.79M +$5.45M +24,524 +177%
Mercer Global Advisors
307
Mercer Global Advisors
Colorado
$9.67M +$1.61M +7,228 +24%
JIC
308
Johnson Investment Counsel
Ohio
$9.54M -$207K -933 -2%
SCA
309
Spearhead Capital Advisors
Florida
$9.48M +$520K +2,340 +7%
JAFL
310
Jay A. Fishman Ltd
Michigan
$9.48M -$422K -1,900 -5%
GAM
311
Griffin Asset Management
New York
$9.31M +$1.5M +6,765 +23%
Financial Engines Advisors
312
Financial Engines Advisors
California
$9.26M -$633K -2,846 -7%
HW
313
Hamilton Wealth
California
$9.22M +$1.3M +5,851 +19%
DWM
314
Dakota Wealth Management
Florida
$9.12M +$2.64M +11,900 +50%
O
315
Ossiam
France
$9.07M +$852K +3,832 +12%
ZIM
316
Zacks Investment Management
Illinois
$8.96M +$345K +1,552 +5%
AAM
317
Advisors Asset Management
Colorado
$8.95M +$2.52M +11,334 +48%
JCA
318
Jade Capital Advisors
New Jersey
$8.91M -$2.22M -10,000 -22%
SAM
319
Shell Asset Management
Netherlands
$8.9M +$1.03M +4,651 +15%
KRS
320
Kentucky Retirement Systems
Kentucky
$8.87M +$87.6K +394 +1%
AAS
321
Avantax Advisory Services
Texas
$8.81M +$2.48M +11,168 +48%
BRWA
322
B. Riley Wealth Advisors
Florida
$8.77M +$2.07M +9,292 +37%
FM
323
Freemont Management
Switzerland
$8.66M
LSERS
324
Louisiana State Employees Retirement System
Louisiana
$8.66M +$244K +1,100 +3%
ASN
325
Advisory Services Network
Georgia
$8.65M +$2.01M +9,031 +36%

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.