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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
HRC
351
Hoertkorn Richard Charles
$7.8M +$88.2K +397 +1%
Federated Hermes
352
Federated Hermes
Pennsylvania
$7.78M +$5.25M +23,619 +340%
HT
353
HAP Trading
New York
$7.69M -$1.52M -6,827 -18%
GC
354
Grimes & Company
Massachusetts
$7.67M +$316K +1,423 +5%
CIP
355
Chartwell Investment Partners
Pennsylvania
$7.66M -$1.52M -6,817 -18%
AIM
356
Aigen Investment Management
New York
$7.63M +$6.66M +29,955 New
BAAM
357
Baker Avenue Asset Management
California
$7.62M +$6.65M +29,907 New
PFA
358
Paradigm Financial Advisors
Missouri
$7.61M +$912K +4,103 +16%
CWM
359
CMH Wealth Management
New Hampshire
$7.59M -$186K -839 -3%
AB
360
Amalgamated Bank
New York
$7.47M -$203K -912 -3%
ATC
361
Argent Trust Co
Tennessee
$7.46M -$58K -261 -0.9%
SCA
362
Snowden Capital Advisors
New York
$7.44M +$1.12M +5,059 +21%
DACS
363
Dymon Asia Capital (Singapore)
Singapore
$7.41M +$4.98M +22,423 +337%
FSA
364
Fort Sheridan Advisors
Illinois
$7.4M +$168K +755 +3%
SGK
365
Steigerwald Gordon & Koch
Virginia
$7.38M +$270K +1,214 +4%
TCOK
366
Trust Company of Kansas
Kansas
$7.37M +$767K +3,449 +14%
HCMT
367
Highland Capital Management (Tennessee)
Tennessee
$7.29M -$755K -3,395 -11%
SW
368
SteelPeak Wealth
California
$7.24M +$726K +3,266 +13%
JWCA
369
J.W. Cole Advisors
Florida
$7.24M +$1.04M +4,662 +20%
ABC
370
Associated Banc-Corp
Wisconsin
$7.23M +$1.2M +5,405 +13%
MCM
371
Murphy Capital Management
New Jersey
$7.18M -$7.11K -32 -0.1%
IWM
372
IHT Wealth Management
Illinois
$7.17M +$761K +3,424 +14%
SCP
373
Stamos Capital Partners
California
$7.13M
RFC
374
Regions Financial Corp
Alabama
$7.13M -$318K -1,432 -5%
MIAN
375
Mariner Independent Advisor Network
Kansas
$7.11M -$2.53M -11,402 -29%

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.