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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
SF
376
Symphony Financial
Texas
$7.1M -$1.01M -4,546 -17%
IGGA
377
Iron Gate Global Advisors
Utah
$7.07M -$200K -899 -3%
KPWS
378
Kestra Private Wealth Services
Texas
$6.99M -$244K -1,098 -4%
IR
379
IAT Reinsurance
New York
$6.98M
IAN
380
Integrated Advisors Network
Texas
$6.97M +$1.65M +7,417 +37%
KC
381
Knuff & Co
California
$6.95M
ACP
382
Aviance Capital Partners
Florida
$6.93M -$167K -750 -3%
SCM
383
Sitrin Capital Management
California
$6.91M +$6.03M +27,134 New
CIM
384
Contravisory Investment Management
Massachusetts
$6.9M +$6.02M +27,099 New
MA
385
Montag & Associates
Georgia
$6.9M -$154K -695 -3%
SF
386
Synovus Financial
Georgia
$6.83M -$68.7K -309 -1%
Brown Advisory
387
Brown Advisory
Maryland
$6.82M -$364K -1,639 -6%
IA
388
IFP Advisors
Florida
$6.74M +$36.5K +164 +0.6%
LSA
389
L & S Advisors
California
$6.71M +$3.01M +13,526 +106%
Wealthfront Advisers
390
Wealthfront Advisers
California
$6.69M +$1.34M +6,008 +30%
CLCM
391
Crawford Lake Capital Management
New Jersey
$6.62M +$5.78M +25,999 New
Schroder Investment Management Group
392
Schroder Investment Management Group
United Kingdom
$6.62M +$531K +2,390 +10%
PCM
393
Princeton Capital Management
New Jersey
$6.55M -$96.5K -434 -2%
TYCC
394
Texas Yale Capital Corp
Florida
$6.51M -$195K -876 -3%
Robeco Institutional Asset Management
395
Robeco Institutional Asset Management
Netherlands
$6.5M -$175K -789 -3%
BIA
396
Biondo Investment Advisors
Pennsylvania
$6.47M +$1.39M +6,241 +33%
RAM
397
Roanoke Asset Management
New Jersey
$6.43M -$2.22K -10 -0%
FC
398
FORA Capital
Florida
$6.39M -$3.66M -16,478 -40%
WFI
399
West Family Investments
California
$6.37M +$2.23M +10,013 +67%
NIM
400
Needham Investment Management
New York
$6.37M

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.