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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
WC
801
Westhampton Capital
North Carolina
$1.79M +$25.3K +114 +2%
EWA
802
Encompass Wealth Advisors
Oregon
$1.78M +$31.1K +140 +2%
IC
803
IEQ Capital
California
$1.78M +$1.55M +6,973 New
CIA
804
Cohen Investment Advisors
New Hampshire
$1.77M +$72K +324 +5%
WSCM
805
Wellington Shields Capital Management
New York
$1.77M +$76.2K +343 +5%
BMSSC
806
B. Metzler seel. Sohn & Co
Germany
$1.77M -$399K -1,795 -21%
SLG
807
Stanley-Laman Group
Pennsylvania
$1.77M +$132K +594 +9%
Luther King Capital Management (LKCM)
808
Luther King Capital Management (LKCM)
Texas
$1.76M +$52.7K +237 +4%
WJWM
809
Williams Jones Wealth Management
New York
$1.76M +$846K +3,806 +122%
GT
810
Glenview Trust
Kentucky
$1.76M -$29.3K -132 -2%
BMC
811
Beaton Management Company
Massachusetts
$1.76M +$55.6K +250 +4%
SAI
812
Systematic Alpha Investments
New Jersey
$1.76M
CCA
813
Checchi Capital Advisers
California
$1.76M +$456K +2,053 +42%
RP
814
Rice Partnership
Hawaii
$1.75M +$23.1K +104 +2%
SFG
815
SageGuard Financial Group
Tennessee
$1.74M -$53.8K -242 -3%
TCM
816
Teza Capital Management
Illinois
$1.74M +$416K +1,870 +38%
EB
817
Eastern Bank
Massachusetts
$1.74M -$40.7K -183 -3%
BFM
818
Boston Financial Management
Massachusetts
$1.74M -$200K -900 -12%
CCA
819
Cobblestone Capital Advisors
New York
$1.73M +$72.2K +325 +5%
HCA
820
Horan Capital Advisors
Ohio
$1.73M +$18.4K +83 +1%
MW
821
Marcum Wealth
Ohio
$1.73M +$350K +1,576 +30%
AF
822
Allworth Financial
California
$1.73M +$581K +2,614 +63%
BCV
823
Banque Cantonale Vaudoise
Switzerland
$1.73M +$147K +662 +11%
PP
824
Professional Planning
California
$1.73M -$215K -967 -12%
FHB
825
First Hawaiian Bank
Hawaii
$1.73M +$72.7K +327 +5%

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.