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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
WA
826
Waverly Advisors
Alabama
$1.72M
ACP
827
Ashfield Capital Partners
California
$1.72M
MWM
828
Midwest Wealth Management
Indiana
$1.71M +$87.6K +394 +6%
EFS
829
Essex Financial Services
Connecticut
$1.71M +$73.1K +329 +5%
RWB
830
RMR Wealth Builders
New Jersey
$1.71M +$122K +551 +9%
EFM
831
E Fund Management
China
$1.71M +$1.49M +6,708 New
TBA
832
Tower Bridge Advisors
Pennsylvania
$1.7M -$40.9K -184 -3%
VFG
833
V2 Financial group
Illinois
$1.7M -$116K -521 -7%
FFA
834
First Foundation Advisors
California
$1.7M -$197K -888 -12%
RWA
835
Ropes Wealth Advisors
Massachusetts
$1.7M -$17.8K -80 -1%
CHJWM
836
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.69M +$110K +493 +8%
NNP
837
Nachman Norwood & Parrott
South Carolina
$1.69M +$55.6K +250 +4%
CWMU
838
Caliber Wealth Management (Utah)
Utah
$1.69M +$1.47M +6,631 New
AWA
839
Alta Wealth Advisors
Massachusetts
$1.69M +$1.25M +5,624 +564%
LFAS
840
Level Four Advisory Services
Texas
$1.69M -$716K -3,223 -33%
RC
841
Roundview Capital
New Jersey
$1.69M +$302K +1,359 +26%
CBA
842
Coastal Bridge Advisors
Connecticut
$1.68M
AF
843
Advisornet Financial
Minnesota
$1.67M +$245K +1,101 +20%
BHBT
844
Burke & Herbert Bank & Trust
Virginia
$1.66M
HIM
845
Hotaling Investment Management
Pennsylvania
$1.66M +$1.45M +6,518 New
GJIC
846
Gamble Jones Investment Counsel
California
$1.66M -$98.9K -445 -6%
TNB
847
TCF National Bank
South Dakota
$1.65M -$66.7K -300 -4%
LA
848
Legacy Advisors
Pennsylvania
$1.65M +$97.4K +438 +7%
FNT
849
First National Trust
Pennsylvania
$1.64M +$527K +2,370 +58%
RIA
850
Realta Investment Advisors
Delaware
$1.63M -$139K -626 -9%

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.