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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
EWM
951
Edge Wealth Management
New York
$1.33M +$413K +1,859 +55%
TNB
952
Thomasville National Bank
Georgia
$1.32M -$7.56K -34 -0.4%
ACM
953
Allred Capital Management
Texas
$1.32M +$150K +673 +15%
KM
954
Kalos Management
Georgia
$1.32M +$280K +1,258 +28%
HCA
955
Heck Capital Advisors
Wisconsin
$1.32M -$30.9K -139 -3%
W
956
Wealthquest
Ohio
$1.31M
EWA
957
Exencial Wealth Advisors
Oklahoma
$1.31M -$22.2K -100 -2%
GSEP
958
Golden State Equity Partners
California
$1.3M -$129K -582 -10%
VCA
959
Verdence Capital Advisors
Maryland
$1.3M +$135K +607 +14%
GSWM
960
Golden State Wealth Management
California
$1.3M +$9.11K +41 +0.8%
EP
961
Edgestream Partners
New Jersey
$1.3M +$1.13M +5,100 New
SAF
962
Smith Anglin Financial
Texas
$1.3M +$196K +881 +21%
UAS
963
United Asset Strategies
New York
$1.3M +$21.8K +98 +2%
IWA
964
IVC Wealth Advisors
Pennsylvania
$1.29M +$18.9K +85 +2%
JWM
965
Jeppson Wealth Management
California
$1.28M -$16K -72 -1%
DCM
966
Donaldson Capital Management
Indiana
$1.28M +$75.6K +340 +7%
LG
967
LaFleur & Godfrey
Michigan
$1.28M -$490K -2,205 -30%
IC
968
Inscription Capital
Texas
$1.28M -$48.9K -220 -4%
WA
969
WBH Advisory
Maryland
$1.28M +$28.4K +128 +3%
BHA
970
Beech Hill Advisors
New York
$1.28M +$221K +995 +25%
SC
971
SouthState Corp
Florida
$1.27M -$4.89K -22 -0.4%
AC
972
Alexandria Capital
Virginia
$1.27M +$1.33K +6 +0.1%
CIS
973
Connors Investor Services
Pennsylvania
$1.27M +$1.11M +5,007 New
AFS
974
Amtrust Financial Services
New York
$1.27M
KFBMI
975
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.27M +$1.11M +5,000 New

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.