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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
SM
876
SG3 Management
Puerto Rico
$1.53M -$7.56M -34,000 -85%
SCA
877
Sassicaia Capital Advisers
New York
$1.53M +$1.33M +6,000 New
BBA
878
BLB&B Advisors
Pennsylvania
$1.53M -$50K -225 -4%
CWP
879
CFM Wealth Partners
Texas
$1.52M -$863K -3,881 -39%
SMC
880
Smith, Moore & Co
Missouri
$1.52M +$146K +655 +12%
WCM
881
Whitener Capital Management
North Carolina
$1.52M +$138K +619 +12%
AWM
882
Altium Wealth Management
New York
$1.52M +$104K +467 +9%
DP
883
Dearborn Partners
Illinois
$1.51M +$36.7K +165 +3%
LWAM
884
Legacy Wealth Asset Management
Minnesota
$1.51M +$122K +550 +10%
DWM
885
Destination Wealth Management
California
$1.5M +$8.89K +40 +0.7%
EM
886
ELCO Management
New York
$1.5M -$114K -512 -8%
MSA
887
Marino Stram & Associates
Massachusetts
$1.5M +$140K +630 +12%
FHC
888
First Heartland Consultants
Missouri
$1.49M +$38.9K +175 +3%
LWCFA
889
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.49M +$6.89K +31 +0.5%
MSFS
890
Main Street Financial Solutions
Pennsylvania
$1.49M +$2.44K +11 +0.2%
WCG
891
Weaver Consulting Group
California
$1.49M +$36K +162 +3%
CGL
892
Clarius Group LLC
Washington
$1.49M +$46.2K +208 +4%
RF
893
Robbins Farley
New Hampshire
$1.48M -$19.1K -86 -1%
ANRIA
894
American National Registered Investment Advisor
Texas
$1.48M -$667 -3 -0.1%
SCM
895
Stonebridge Capital Management
California
$1.48M -$455K -2,045 -26%
HTC
896
Haverford Trust Company
Pennsylvania
$1.47M +$18.7K +84 +1%
SIM
897
Sonora Investment Management
Arizona
$1.47M -$2.67K -12 -0.2%
GP
898
Greenline Partners
New York
$1.47M -$74K -333 -5%
LWP
899
Legacy Wealth Planning
Nevada
$1.47M +$11.1K +50 +0.9%
CC
900
Centiva Capital
New York
$1.47M -$120K -539 -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.