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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
BWA
551
BDO Wealth Advisors
Florida
$3.6M +$2.61M +11,756 +498%
NLGIA
552
Nippon Life Global Investors Americas
New York
$3.58M -$914K -4,110 -23%
MWA
553
MFA Wealth Advisors
Pennsylvania
$3.57M +$372K +1,673 +14%
AC
554
Allstate Corporation
Illinois
$3.56M +$295K +1,329 +11%
1WA
555
180 Wealth Advisors
Washington
$3.54M -$4.67K -21 -0.1%
CFG
556
Cooper Financial Group
California
$3.51M -$407K -1,831 -12%
BCM
557
Becker Capital Management
Oregon
$3.5M +$50.2K +226 +2%
AA
558
Apriem Advisors
California
$3.5M +$63.6K +286 +2%
JCM
559
Jacobi Capital Management
Pennsylvania
$3.5M -$4K -18 -0.1%
VVP
560
Venture Visionary Partners
Ohio
$3.5M +$1.06M +4,791 +54%
JWBC
561
J.W. Burns & Co
New York
$3.49M +$299K +1,347 +11%
TCM
562
Traynor Capital Management
Pennsylvania
$3.49M +$2.19M +9,865 +257%
HDIM
563
Hanson & Doremus Investment Management
Vermont
$3.47M +$11.3K +51 +0.4%
FNBT
564
FineMark National Bank & Trust
Florida
$3.47M -$499K -2,246 -14%
EWA
565
EP Wealth Advisors
California
$3.44M +$400K +1,800 +15%
IFWM
566
Institute for Wealth Management
Colorado
$3.4M +$66.7K +300 +2%
KFGK
567
Keystone Financial Group (Kentucky)
Kentucky
$3.4M +$33.8K +152 +1%
AMIM
568
Aull & Monroe Investment Management
Alabama
$3.39M -$88.9K -400 -3%
MWM
569
Marietta Wealth Management
Georgia
$3.37M +$137K +616 +5%
VFA
570
Voya Financial Advisors
Connecticut
$3.36M +$450K +2,023 +18%
BA
571
Bridgewater Associates
Connecticut
$3.35M -$844K -3,797 -22%
KF
572
Krilogy Financial
Missouri
$3.35M -$44K -198 -1%
PL
573
Plancorp LLC
Missouri
$3.35M -$54K -243 -2%
FB
574
Fulton Bank
Pennsylvania
$3.34M -$368K -1,657 -11%
SLI
575
Sumitomo Life Insurance
Japan
$3.34M -$121K -543 -4%

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.