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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
EWG
201
Executive Wealth Group
Washington
$21.7M +$3.12M +14,037 +20%
Russell Investments Group
202
Russell Investments Group
United Kingdom
$21.5M +$9.26M +41,683 +97%
TMAM
203
Tokio Marine Asset Management
Japan
$21.5M +$149K +672 +0.8%
HKAM
204
Horizon Kinetics Asset Management
New York
$21.4M -$2.41M -10,834 -11%
KAS
205
Kestra Advisory Services
Texas
$21.2M -$5.63M -25,333 -23%
GF
206
Gabelli Funds
New York
$21.1M -$3.11M -13,975 -14%
GCM
207
Graham Capital Management
Connecticut
$21.1M -$1.59M -7,167 -8%
PFS
208
Prospera Financial Services
Texas
$20.9M -$123K -555 -0.7%
CSIC
209
Clifford Swan Investment Counsel
California
$20.6M -$559K -2,515 -3%
CG
210
Colony Group
Massachusetts
$20.2M +$281K +1,266 +2%
WB
211
WesBanco Bank
West Virginia
$20.1M +$17.5M +78,816 New
HCL
212
Heard Capital LLC
Illinois
$20M -$2.2M -9,900 -11%
SAM
213
Scopus Asset Management
New York
$20M +$6.3M +28,332 +57%
Cetera Investment Advisers
214
Cetera Investment Advisers
Illinois
$19.7M +$993K +4,466 +6%
MAM
215
Mark Asset Management
New York
$19.6M +$8.93M +40,188 +109%
MI
216
Markston International
New York
$19.4M -$332K -1,494 -2%
HIMC
217
Heritage Investors Management Corp
Maryland
$19.3M -$66.7K -300 -0.4%
PI
218
PineBridge Investments
New York
$19.1M +$3.38M +15,227 +25%
Cerity Partners
219
Cerity Partners
New York
$19.1M +$11.5M +51,699 +223%
RCM
220
Ratan Capital Management
Florida
$18.9M +$16.5M +74,041 New
ONB
221
Old National Bancorp
Indiana
$18.5M +$1.36M +6,097 +9%
BF
222
BOK Financial
Oklahoma
$18M +$5.92M +26,624 +60%
OC
223
Oppenheimer & Co
New York
$17.9M +$394K +1,772 +3%
AF
224
Ally Financial
Michigan
$17.8M
MOACM
225
Mutual of America Capital Management
New York
$17.8M +$840K +3,778 +6%

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.