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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
QPWM
651
Quadrant Private Wealth Management
Pennsylvania
$2.73M +$187K +841 +9%
NAM
652
NorthCoast Asset Management
Connecticut
$2.72M +$2.89K +13 +0.1%
AWM
653
Avitas Wealth Management
California
$2.72M -$78.2K -352 -3%
CNC
654
Canandaigua National Corp
New York
$2.71M -$562K -2,528 -19%
CIAS
655
Capital Investment Advisory Services
North Carolina
$2.69M +$667 +3 +0%
TPWA
656
TRUE Private Wealth Advisors
Oregon
$2.69M -$165K -744 -7%
IWC
657
Integrated Wealth Concepts
Massachusetts
$2.69M +$710K +3,195 +44%
SC
658
Searle & Co
Connecticut
$2.68M
BZWA
659
Blue Zone Wealth Advisors
California
$2.66M -$4K -18 -0.2%
FHA
660
First Horizon Advisors
Tennessee
$2.65M +$1.36M +6,111 +142%
Kovitz Investment Group Partners
661
Kovitz Investment Group Partners
Illinois
$2.65M -$864K -3,887 -27%
DI
662
Diligent Investors
California
$2.64M +$486K +2,187 +27%
BWAM
663
Boyd Watterson Asset Management
Ohio
$2.63M +$470K +2,113 +26%
HCM
664
Hutchinson Capital Management
California
$2.62M -$24.9K -112 -1%
HI
665
Hoey Investments
Pennsylvania
$2.62M +$1.93M +8,685 +547%
WANY
666
Wealthspire Advisors (New York)
New York
$2.61M +$471K +2,118 +26%
MPM
667
Meritage Portfolio Management
Kansas
$2.61M
HCM
668
Highlander Capital Management
New Jersey
$2.6M +$311K +1,400 +16%
VI
669
Vestcor Inc
New Brunswick, Canada
$2.6M +$24.7K +111 +1%
MA
670
Mutual Advisors
Nebraska
$2.6M -$79.6K -358 -3%
CAN
671
Claraphi Advisory Network
United States
$2.59M +$658K +2,960 +41%
HIC
672
Holderness Investments Company
North Carolina
$2.59M
1SB
673
1ST Source Bank
Indiana
$2.57M -$33.1K -149 -1%
EWM
674
Evercore Wealth Management
New York
$2.57M +$106K +476 +5%
GPCM
675
Granite Point Capital Management
Massachusetts
$2.55M

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.