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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
PWW
626
Pettyjohn Wood & White
Virginia
$2.91M +$22.7K +102 +0.9%
ACM
627
Adalta Capital Management
New York
$2.89M
KL
628
KWMG LLC
Kansas
$2.89M +$134K +604 +6%
WB
629
Webster Bank
Connecticut
$2.87M -$463K -2,084 -16%
WAP
630
Wealthcare Advisory Partners
Pennsylvania
$2.85M +$826K +3,716 +50%
PWS
631
Peloton Wealth Strategists
Indiana
$2.85M -$510K -2,295 -17%
RFM
632
Royal Fund Management
Florida
$2.85M +$1.03M +4,623 +71%
HW
633
Hancock Whitney
Mississippi
$2.83M -$89.1K -401 -3%
PA
634
Profund Advisors
Maryland
$2.82M +$177K +795 +8%
ADL
635
Asset Dedication LLC
California
$2.81M -$756K -3,402 -24%
SC
636
Shay Capital
New York
$2.81M +$2.45M +11,044 New
EP
637
Eudaimonia Partners
Tennessee
$2.8M -$432K -1,942 -15%
APP
638
Avantax Planning Partners
Iowa
$2.78M -$211K -948 -8%
BCP
639
Blackhawk Capital Partners
Wisconsin
$2.77M -$77.3K -348 -3%
NP
640
NorthRock Partners
Minnesota
$2.77M +$82K +369 +4%
NFG
641
Northeast Financial Group
Pennsylvania
$2.77M +$812K +3,654 +51%
HIIFS
642
Harel Insurance Investments & Financial Services
Israel
$2.76M -$3.11M -13,974 -79%
KA
643
Kovack Advisors
Florida
$2.75M +$206K +928 +9%
CPIG
644
Chicago Partners Investment Group
Illinois
$2.75M +$248K +1,118 +11%
TGAM
645
TBH Global Asset Management
Tennessee
$2.75M +$43.6K +196 +2%
VDI
646
Vaughan David Investments
Illinois
$2.75M -$276K -1,243 -10%
BWM
647
BNC Wealth Management
Oregon
$2.74M +$7.56K +34 +0.3%
ICM
648
IMS Capital Management
Oregon
$2.73M +$77.1K +347 +3%
WPC
649
Waters Parkerson & Co
Louisiana
$2.73M -$33.3K -150 -1%
HIA
650
Harbor Investment Advisory
Maryland
$2.73M +$471K +2,121 +25%

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.