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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
PPW
601
Parcion Private Wealth
Washington
$3.06M +$139K +625 +5%
DAS
602
Dynamic Advisor Solutions
Arizona
$3.06M +$1.04M +4,683 +64%
SDIC
603
South Dakota Investment Council
South Dakota
$3.05M +$5.78K +26 +0.2%
BCM
604
Beck Capital Management
Texas
$3.04M +$1.87M +8,411 +238%
FWM
605
Frontier Wealth Management
Missouri
$3.04M +$33.3K +150 +1%
GIA
606
Gladstone Institutional Advisory
Florida
$3.04M +$1.34M +6,027 +102%
BPA
607
Beacon Pointe Advisors
California
$3.02M -$146K -658 -5%
Carson Wealth (CWM LLC)
608
Carson Wealth (CWM LLC)
Nebraska
$3.02M
BIAS
609
Beacon Investment Advisory Services
New Jersey
$3.01M -$22.2K -100 -0.8%
CCM
610
Cullen Capital Management
New York
$2.97M +$1.98M +8,902 +321%
FLI
611
Family Legacy Inc
South Carolina
$2.97M +$15.6K +70 +0.6%
LIA
612
LS Investment Advisors
Michigan
$2.97M -$122K -550 -5%
WWM
613
Western Wealth Management
Colorado
$2.96M +$20.4K +92 +0.8%
LPIC
614
LeJeune Puetz Investment Counsel
Michigan
$2.96M +$170K +765 +7%
BWG
615
Beta Wealth Group
California
$2.96M -$337K -1,515 -12%
CWM
616
Cornerstone Wealth Management
Missouri
$2.95M -$39.6K -178 -2%
SFA
617
Sequoia Financial Advisors
Ohio
$2.95M +$61.8K +278 +2%
WCMN
618
Westchester Capital Management (Nebraska)
Nebraska
$2.95M
GRP
619
Global Retirement Partners
California
$2.94M +$77.3K +348 +3%
MC
620
Mathes Company
New York
$2.94M -$27.8K -125 -1%
RIM
621
Redpoint Investment Management
Australia
$2.94M +$39.8K +179 +2%
NGA
622
Naples Global Advisors
Florida
$2.93M +$19.6K +88 +0.8%
TNBTD
623
Trustmark National Bank Trust Department
Mississippi
$2.92M +$641K +2,882 +34%
FT
624
Fiduciary Trust
Massachusetts
$2.91M -$537K -2,416 -17%
AWE
625
Avidian Wealth Enterprises
Texas
$2.91M +$62.2K +280 +3%

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.