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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
Newport Trust Company
1
Newport Trust Company
District of Columbia
$11.8B -$757M -3,406,737 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.8B +$296M +1,329,727 +3%
BlackRock
3
BlackRock
New York
$8.11B +$135M +607,992 +2%
State Street
4
State Street
Massachusetts
$6.86B +$232M +1,041,583 +4%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$2.97B -$53M -238,464 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.85B +$1.13B +5,100,931 +84%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.03B +$80.8M +363,662 +5%
Morgan Stanley
8
Morgan Stanley
New York
$1.59B -$284M -1,278,645 -17%
Capital World Investors
9
Capital World Investors
California
$1.58B -$224M -1,009,684 -14%
Bank of America
10
Bank of America
North Carolina
$1.36B -$20M -89,881 -2%
Northern Trust
11
Northern Trust
Illinois
$1.32B -$270K -1,217 -0%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.14B -$19.9M -89,713 -2%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$1.13B -$49.2M -221,300 -5%
Wells Fargo
14
Wells Fargo
California
$818M +$51.5M +231,799 +8%
UBS Group
15
UBS Group
Switzerland
$735M +$403K +1,813 +0.1%
N
16
Nuveen
North Carolina
$730M -$16.1M -72,317 -2%
Charles Schwab
17
Charles Schwab
California
$706M +$32.3M +145,177 +6%
Legal & General Group
18
Legal & General Group
United Kingdom
$630M -$11.9M -53,740 -2%
Swiss National Bank
19
Swiss National Bank
Switzerland
$525M +$8.38M +37,700 +2%
Barclays
20
Barclays
United Kingdom
$506M +$181M +813,150 +69%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$505M -$5.79M -26,064 -1%
Goldman Sachs
22
Goldman Sachs
New York
$487M +$7.84M +35,264 +2%
UBS AM
23
UBS AM
Illinois
$484M +$75.1M +338,090 +22%
Boston Partners
24
Boston Partners
Massachusetts
$478M +$4.67M +21,001 +1%
Verition Fund Management
25
Verition Fund Management
Connecticut
$433M -$674K -3,033 -0.2%

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.