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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
SMDAM
176
Sumitomo Mitsui DS Asset Management
Japan
$26.8M -$499K -2,246 -2%
SFA
177
Spectrum Financial Alliance
Kentucky
$26.4M +$476K +2,140 +2%
CB
178
Commerce Bank
Missouri
$26.4M -$850K -3,825 -4%
URS
179
Utah Retirement Systems
Utah
$26.1M -$978K -4,400 -4%
Balyasny Asset Management
180
Balyasny Asset Management
Illinois
$26.1M +$22.8M +102,431 New
BC
181
Burleson & Co
California
$26M +$3.07M +13,821 +16%
TAA
182
TB Alternative Assets
Cayman Islands
$25.9M +$7.82M +35,200 +53%
Bank of Nova Scotia
183
Bank of Nova Scotia
Ontario, Canada
$25.3M -$78.6M -353,796 -78%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$25M +$5.5M +24,756 +34%
ACA
185
Anchor Capital Advisors
Massachusetts
$25M -$1.86M -8,377 -8%
M&T Bank
186
M&T Bank
New York
$24.9M -$742K -3,339 -3%
ADEF
187
Adams Diversified Equity Fund
Maryland
$24.9M +$21.7M +97,800 New
Marshall Wace
188
Marshall Wace
United Kingdom
$24.9M +$21.7M +97,559 New
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$24.8M +$362K +1,630 +2%
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$24.3M -$133K -600 -0.6%
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$23.9M +$1.74M +7,837 +9%
LSA
192
Leonteq Securities AG
Switzerland
$23.3M -$16.9M -76,209 -45%
TPSF
193
Texas Permanent School Fund
Texas
$23.3M -$434K -1,953 -2%
KA
194
Kerrisdale Advisers
Florida
$23M +$4.48M +20,176 +29%
Nomura Holdings
195
Nomura Holdings
Japan
$22.4M -$46.7M -210,324 -70%
BCIM
196
British Columbia Investment Management
British Columbia, Canada
$22.4M -$586K -2,637 -3%
DADC
197
D.A. Davidson & Co
Montana
$22.2M +$2.73M +12,288 +16%
SAM
198
Sandbar Asset Management
United Kingdom
$22M +$19.2M +86,517 New
SOADOR
199
State of Alaska Department of Revenue
Alaska
$21.9M -$58K -261 -0.3%
RMA
200
Roffman Miller Associates
Pennsylvania
$21.9M -$6.42M -28,873 -19%

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.