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2,038 hedge funds and large institutions have $66.9B invested in Boeing in 2020 Q4 according to their latest regulatory filings, with 413 funds opening new positions, 732 increasing their positions, 715 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more first-time investments, than exits

New positions opened: 413 | Existing positions closed: 81

39% more capital invested

Capital invested by funds: $48B → $66.9B (+$18.9B)

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

17% more funds holding

Funds holding: 1,7372,038 (+301)

3.82% more ownership

Funds ownership: 51.53%55.35% (+3.8%)

2% more repeat investments, than reductions

Existing positions increased: 732 | Existing positions reduced: 715

1% more call options, than puts

Call options by funds: $8.51B | Put options by funds: $8.46B

Holders
2,038
Holders Change
+301
Holders Change %
+17.33%
% of All Funds
36.06%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.78%
New
413
Increased
732
Reduced
715
Closed
81
Calls
$8.51B
Puts
$8.46B
Net Calls
+$51.1M
Net Calls Change
+$77.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
2001
Cypress Capital
Tennessee
$14K +$12.7K +66 New
FPFS
2002
First Personal Financial Services
North Carolina
$13K -$8.65K -45 -43%
IA
2003
IFS Advisors
Kansas
$13K +$12.1K +63 New
BDWM
2004
Brewin Dolphin Wealth Management
Ireland
$12.6K -$3.08K -16 -21%
BCM
2005
Blume Capital Management
California
$11K
YAL
2006
Your Advocates Ltd
Texas
$11K
CB
2007
CNB Bank
Pennsylvania
$11K +$3.27K +17 +47%
RFWA
2008
RPg Family Wealth Advisory
Massachusetts
$10.1K +$9.04K +47 New
HI
2009
Human Investing
Oregon
$10K
SL
2010
Savior LLC
Massachusetts
$10K
MCM
2011
McMillion Capital Management
North Carolina
$9K +$7.69K +40 New
SSC
2012
Syverson Strege & Co
Iowa
$8K +$6.92K +36 New
CT
2013
Clearstead Trust
Maine
$7K
FAM
2014
Fred Alger Management
New York
$7K
MFA
2015
McClarren Financial Advisors
Pennsylvania
$7K +$6.73K +35 New
CYG
2016
Clean Yield Group
Vermont
$6K -$5K -26 -50%
SFA
2017
Semmax Financial Advisors
North Carolina
$5K
MIM
2018
Merrion Investment Management
New Jersey
$5K +$4.81K +25 New
CIA
2019
CSat Investment Advisory
Michigan
$4K -$1.06M -5,527 -100%
FBT
2020
First Bank & Trust
South Dakota
$4K
LAS
2021
Lloyd Advisory Services
Georgia
$4K
LWA
2022
Lenox Wealth Advisors
New York
$4K +$384 +2 +11%
1832 Asset Management
2023
1832 Asset Management
Ontario, Canada
$4K +$3.85K +20 New
WFI
2024
West Family Investments
California
$3.21K
HWM
2025
Holloway Wealth Management
Florida
$3K

BA Hedge Fund Activity: Q4 2020 in Review

2,038 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q4 2020, worth a combined $66.9B — up 39% from $48B a quarter earlier.

Buyers outnumbered sellers: 413 funds opened new BA positions and 81 closed out — a net gain of 332 holders — while 732 added to existing stakes and 715 trimmed.

The largest buyer was Newport Trust Company, adding an estimated $2.77B. The largest seller was D.E. Shaw & Co, cutting an estimated $530M.

  • 2,038 institutional investors held Boeing (BA) as of Q4 2020, up from 1,737 in Q3 2020.
  • Funds reported $66.9B of Boeing stock for Q4 2020, up 39% quarter-over-quarter.
  • 413 funds opened new Boeing positions in Q4 2020 and 81 closed out, a net change of +332 holders.
  • The largest Boeing buyer in Q4 2020 was Newport Trust Company, an estimated $2.77B added.
  • The largest Boeing seller in Q4 2020 was D.E. Shaw & Co, an estimated $530M sold.

Based on aggregated 13F filings for Q4 2020.