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2,053 hedge funds and large institutions have $68.4B invested in Boeing in 2021 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 759 increasing their positions, 841 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $10.1B | Put options by funds: $9.33B

0.64% less ownership

Funds ownership: 53.72%53.08% (-0.64%)

10% less repeat investments, than reductions

Existing positions increased: 759 | Existing positions reduced: 841

3% less funds holding

Funds holding: 2,1162,053 (-63)

9% less capital invested

Capital invested by funds: $75.1B → $68.4B (-$6.7B)

16% less funds holding in top 10

Funds holding in top 10: 4538 (-7)

20% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 142

Holders
2,053
Holders Change
-63
Holders Change %
-2.98%
% of All Funds
35.94%
Holding in Top 10
38
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-15.56%
% of All Funds
0.67%
New
114
Increased
759
Reduced
841
Closed
142
Calls
$10.1B
Puts
$9.33B
Net Calls
+$804M
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
551
Chicago Partners Investment Group
Illinois
$2.93M +$325K +1,458 +12%
AMIM
552
Aull & Monroe Investment Management
Alabama
$2.92M -$7.14K -32 -0.2%
MSU
553
Mizuho Securities USA
New York
$2.92M -$160K -717 -5%
BS
554
Boenning & Scattergood
Pennsylvania
$2.92M -$229K -1,025 -7%
ACM
555
AlphaStar Capital Management
North Carolina
$2.9M +$1.74M +7,816 +137%
GAMA
556
Graticule Asia Macro Advisors
New York
$2.9M +$2.94M +13,165 New
BZWA
557
Blue Zone Wealth Advisors
California
$2.89M +$348K +1,560 +13%
RFM
558
Royal Fund Management
Florida
$2.88M +$244K +1,095 +9%
BC
559
Burney Company
Virginia
$2.87M -$33.5K -150 -1%
EWM
560
EPG Wealth Management
Georgia
$2.86M +$80.1K +359 +3%
BIP
561
Bouvel Investment Partners
Pennsylvania
$2.86M +$74.3K +333 +3%
GIM
562
Guardian Investment Management
California
$2.85M
RMAM
563
Raab & Moskowitz Asset Management
New Jersey
$2.83M -$48.8K -219 -2%
MAM
564
Morse Asset Management
Connecticut
$2.83M -$659K -2,954 -19%
KL
565
KWMG LLC
Kansas
$2.83M +$200K +895 +7%
PL
566
Plancorp LLC
Missouri
$2.83M +$110K +491 +4%
JIP
567
Jaffetilchin Investment Partners
Florida
$2.83M -$738K -3,311 -20%
PWP
568
Private Wealth Partners
California
$2.8M -$73.6K -330 -3%
IFG
569
Independent Financial Group
California
$2.8M -$626K -2,806 -18%
SA
570
SAM Advisors
California
$2.79M +$2.79M +12,491 New
CK
571
Cohen Klingenstein
New York
$2.79M
CAL
572
Capital Analysts LLC
Pennsylvania
$2.79M +$24.3K +109 +0.9%
CC
573
Claybrook Capital
Massachusetts
$2.79M +$2.45M +10,995 +645%
FLI
574
Family Legacy Inc
South Carolina
$2.78M +$91.9K +412 +3%
GVAG
575
Great Valley Advisor Group
Delaware
$2.77M +$124K +556 +5%

BA Hedge Fund Activity: Q3 2021 in Review

2,053 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q3 2021, worth a combined $68.4B — down 8.9% from $75.1B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of BA and 114 opened new positions — a net loss of 28 holders — while 841 trimmed existing stakes and 759 added.

The largest buyer was Bank of Montreal, adding an estimated $442M. The largest seller was Susquehanna International Group, cutting an estimated $453M.

  • 2,053 institutional investors held Boeing (BA) as of Q3 2021, down from 2,116 in Q2 2021.
  • Funds reported $68.4B of Boeing stock for Q3 2021, down 8.9% quarter-over-quarter.
  • 114 funds opened new Boeing positions in Q3 2021 and 142 closed out, a net change of -28 holders.
  • The largest Boeing buyer in Q3 2021 was Bank of Montreal, an estimated $442M added.
  • The largest Boeing seller in Q3 2021 was Susquehanna International Group, an estimated $453M sold.

Based on aggregated 13F filings for Q3 2021.