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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
Skandinaviska Enskilda Banken (SEB)
426
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.85M +$178K +800 +4%
LA
427
Lynch & Associates
Indiana
$5.83M +$22.9K +103 +0.5%
OCM
428
One Capital Management
California
$5.8M +$121K +544 +2%
BOC
429
Barbara Oil Co
Illinois
$5.73M
MPIM
430
McGinn Penninger Investment Management
Virginia
$5.69M +$6.45K +29 +0.1%
SCA
431
Stonebridge Capital Advisors
Minnesota
$5.69M +$353K +1,586 +8%
SWM
432
Segment Wealth Management
Texas
$5.66M +$1.26M +5,680 +34%
JWM
433
Jackson Wealth Management
Florida
$5.66M +$4.94M +22,213 New
HAG
434
HighPoint Advisor Group
Illinois
$5.64M +$287K +1,289 +6%
NA
435
NewEdge Advisors
Louisiana
$5.63M +$1.52M +6,859 +45%
AAS
436
Annex Advisory Services
Wisconsin
$5.63M +$1.97M +8,853 +67%
CC
437
Cartenna Capital
Connecticut
$5.6M -$1.56M -7,000 -24%
DC
438
Davenport & Co
Virginia
$5.6M +$752K +3,382 +18%
OGC
439
Oak Grove Capital
New Hampshire
$5.6M -$44.5K -200 -0.9%
AP
440
Advisor Partners
California
$5.59M +$48.2K +217 +1%
TU
441
TDAM USA
Ontario, Canada
$5.54M -$176K -793 -4%
FCI
442
Financial Counselors Inc
Kansas
$5.53M -$65.8K -296 -1%
MMC
443
Mizuho Markets Cayman
Cayman Islands
$5.47M +$4.77M +21,474 New
CIA
444
Capital Investment Advisors
Georgia
$5.44M +$89.8K +404 +2%
H
445
HoyleCohen
California
$5.41M +$125K +564 +3%
AIC
446
Ameritas Investment Company
Nebraska
$5.41M +$1.98M +8,893 +72%
GWM
447
Geneos Wealth Management
Colorado
$5.41M +$135K +606 +3%
Franklin Resources
448
Franklin Resources
California
$5.41M -$564K -2,538 -11%
PCIA
449
Prime Capital Investment Advisors
Kansas
$5.37M -$887K -3,989 -16%
KWM
450
Kingsview Wealth Management
Oregon
$5.33M +$978K +4,400 +26%

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.