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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
CRWM
1026
Castle Rock Wealth Management
California
$1.13M +$56.5K +254 +6%
SN
1027
Sittner & Nelson
Oregon
$1.13M +$106K +476 +12%
WAAG
1028
Wealth Alliance Advisory Group
Kansas
$1.13M -$15.8K -71 -2%
IIM
1029
InTrack Investment Management
Vermont
$1.13M -$18.4K -83 -2%
VCAM
1030
Van Cleef Asset Management
Ohio
$1.12M -$20K -90 -2%
NAM
1031
NTV Asset Management
West Virginia
$1.12M -$170K -766 -15%
6F
1032
626 Financial
Michigan
$1.12M +$1.3M +5,841 New
UBG
1033
United Bank (Georgia)
Georgia
$1.12M -$29.6K -133 -3%
SCG
1034
Sonata Capital Group
Washington
$1.11M -$6.22K -28 -0.6%
PAI
1035
Pittenger & Anderson Inc
Nebraska
$1.11M +$150K +677 +18%
MAM
1036
Meeder Asset Management
Ohio
$1.11M +$263K +1,184 +37%
DCM
1037
Davidson Capital Management
Texas
$1.11M +$972K +4,374 New
SIAG
1038
Safeguard Investment Advisory Group
California
$1.11M -$6.67K -30 -0.7%
GPA
1039
Garrison Point Advisors
California
$1.11M -$72.2K -325 -7%
VWM
1040
Venturi Wealth Management
Texas
$1.1M -$74.2K -334 -7%
ECG
1041
Edge Capital Group
Georgia
$1.1M +$84.2K +379 +10%
KCM
1042
Kornitzer Capital Management
Kansas
$1.1M
CPSC
1043
Carl P. Sherr & Co
Massachusetts
$1.1M +$8.89K +40 +0.9%
IP
1044
Investment Partners
Ohio
$1.1M -$36.9K -166 -4%
WPW
1045
Waldron Private Wealth
Pennsylvania
$1.1M -$21.1K -95 -2%
KFP
1046
KMG Fiduciary Partners
Ohio
$1.1M -$3.76M -16,932 -80%
CWP
1047
Capital Wealth Planning
Florida
$1.1M +$25.1K +113 +3%
PP
1048
Palladium Partners
Virginia
$1.1M -$151K -678 -14%
MS
1049
Mizuho Securities
Japan
$1.09M +$341K +1,534 +56%
AWM
1050
Apollon Wealth Management
South Carolina
$1.09M +$645K +2,901 +209%

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.