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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
RFA
926
Reilly Financial Advisors
California
$1.4M +$37.1K +167 +3%
GG
927
Greenwood Gearhart
Arkansas
$1.4M -$445 -2 -0%
SNT
928
Security National Trust
West Virginia
$1.4M +$111K +501 +10%
FF
929
FourThought Financial
Florida
$1.39M -$79.1K -356 -6%
NQWM
930
Northwest Quadrant Wealth Management
Oregon
$1.39M -$46K -207 -4%
RPC
931
Rossmore Private Capital
Connecticut
$1.38M -$667 -3 -0.1%
CMTU
932
Capital Markets Trading (UK)
United Kingdom
$1.38M +$1.21M +5,428 New
CFA
933
Carroll Financial Associates
North Carolina
$1.38M -$21.1K -95 -2%
GCM
934
Gables Capital Management
Florida
$1.38M +$43.3K +195 +4%
FTDI
935
First Trust Direct Indexing
Massachusetts
$1.38M -$58.7K -264 -5%
FG
936
Fiduciary Group
Georgia
$1.37M
BSAM
937
Blue Square Asset Management
New York
$1.37M +$61.6K +277 +5%
MGIA
938
Moneta Group Investment Advisors
Missouri
$1.37M +$108K +486 +10%
BA
939
Bristlecone Advisors
Washington
$1.36M +$123K +555 +12%
MC
940
Martin & Co
Tennessee
$1.36M -$22.4K -101 -2%
9WM
941
9258 Wealth Management
Ohio
$1.36M +$136K +612 +13%
DSA
942
Droms Strauss Advisors
Missouri
$1.36M +$1.18M +5,327 New
SIG
943
Sargent Investment Group
Maryland
$1.36M -$1.78K -8 -0.2%
JHCP
944
Jackson Hole Capital Partners
Oklahoma
$1.35M +$348K +1,566 +42%
CBTWT
945
Community Bank & Trust (Waco, Texas)
Texas
$1.34M +$22.9K +103 +2%
PIG
946
Pantheon Investment Group
California
$1.34M +$134K +604 +13%
FBA
947
Front Barnett Associates
Illinois
$1.34M
WPP
948
Whalerock Point Partners
Rhode Island
$1.34M
HB
949
Homrich & Berg
Georgia
$1.33M +$81.8K +368 +8%
IF
950
Intrua Financial
Texas
$1.33M +$137K +615 +13%

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.