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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
FCM
676
Fortis Capital Management
Washington
$2.55M +$2.22M +9,998 New
LCH
677
Lee Capital Holdings
New York
$2.55M +$2.22M +10,000 New
TCM
678
Thames Capital Management
New Jersey
$2.53M -$509K -2,292 -19%
Acadian Asset Management
679
Acadian Asset Management
Massachusetts
$2.52M -$740K -3,330 -25%
CT
680
Caldwell Trust
Florida
$2.52M -$32.2K -145 -1%
ANTB
681
AMG National Trust Bank
Colorado
$2.52M -$133K -600 -6%
SC
682
Savant Capital
Illinois
$2.51M -$11.8K -53 -0.5%
OIA
683
Optimum Investment Advisors
Illinois
$2.51M +$90.2K +406 +4%
MFS
684
Monetta Financial Services
Illinois
$2.5M
MAFM
685
Mid Atlantic Financial Management
Pennsylvania
$2.49M +$94.2K +424 +5%
CRI
686
Colonial River Investments
Virginia
$2.47M -$79.1K -356 -4%
MHS
687
M Holdings Securities
Oregon
$2.47M +$2.16M +9,699 New
LWM
688
Laidlaw Wealth Management
New York
$2.47M +$417K +1,877 +24%
FAM
689
Formidable Asset Management
Ohio
$2.46M +$71.3K +321 +3%
FNFDCM
690
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.45M
GW
691
GW & Wade
Massachusetts
$2.45M +$762K +3,428 +56%
KA
692
Kercheville Advisors
Texas
$2.42M +$202K +910 +11%
EW
693
Evoke Wealth
California
$2.4M +$66.7K +300 +3%
CNFG
694
Creegan & Nassoura Financial Group
New Hampshire
$2.39M -$83.3K -375 -4%
HCCM
695
Hudson Canyon Capital Management
New York
$2.39M -$193K -867 -8%
WTB
696
Washington Trust Bank
Washington
$2.38M -$1.11K -5 -0.1%
MOS
697
MGO One Seven
Ohio
$2.37M +$631K +2,837 +44%
EWM
698
Empirical Wealth Management
Washington
$2.37M +$579K +2,606 +39%
MFG
699
MidWestOne Financial Group
Iowa
$2.36M -$1.11K -5 -0.1%
PA
700
PFG Advisors
Arizona
$2.36M +$1.26M +5,660 +157%

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.