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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
CAM
526
Columbia Asset Management
Michigan
$3.99M -$293K -1,320 -8%
AAM
527
Auxier Asset Management
Oregon
$3.98M +$93.8K +422 +3%
FFN
528
Focus Financial Network
Minnesota
$3.96M -$1.26M -5,688 -27%
Credit Agricole
529
Credit Agricole
France
$3.96M -$549K -2,470 -14%
NRS
530
Neville Rodie & Shaw
New York
$3.93M +$55.6K +250 +2%
SB
531
Simmons Bank
Arkansas
$3.9M -$89.4K -402 -3%
PTB
532
Pioneer Trust Bank
Oregon
$3.89M +$20K +90 +0.6%
BFEC
533
Benjamin F. Edwards & Company
Missouri
$3.88M -$41.8K -188 -1%
AW
534
ACG Wealth
Georgia
$3.88M +$166K +747 +5%
JIP
535
Jaffetilchin Investment Partners
Florida
$3.86M +$1.1M +4,959 +49%
FDS
536
First Dallas Securities
Texas
$3.83M +$77.8K +350 +2%
HCM
537
Hodges Capital Management
Texas
$3.83M +$58.9K +265 +2%
BAM
538
Burgundy Asset Management
Ontario, Canada
$3.82M +$1.11M +5,000 +50%
SIA
539
Soltis Investment Advisors
Utah
$3.82M -$792K -3,562 -19%
ECM
540
Estabrook Capital Management
New York
$3.81M +$3.26M +14,681 +4,960%
AWA
541
Arkadios Wealth Advisors
Georgia
$3.74M +$63.1K +284 +2%
UR
542
USCA RIA
Texas
$3.73M +$1.37M +6,146 +72%
NB
543
NBT Bank
New York
$3.73M +$383K +1,725 +13%
Lido Advisors
544
Lido Advisors
California
$3.69M +$18.9K +85 +0.6%
CI
545
Capital International
California
$3.68M -$2.16M -9,728 -40%
HSA
546
HBK Sorce Advisory
Pennsylvania
$3.67M -$613K -2,758 -16%
BC
547
Burney Company
Virginia
$3.64M -$62.9K -283 -2%
CAM
548
Cresset Asset Management
Illinois
$3.63M +$603K +2,712 +23%
JF
549
Jump Financial
Illinois
$3.62M +$2.87M +12,908 +981%
KJWM
550
Kiley Juergens Wealth Management
Washington
$3.61M +$416K +1,870 +15%

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.