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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
RCM
1051
RNC Capital Management
California
$1.08M +$14.7K +66 +2%
ITIM
1052
Indiana Trust & Investment Management
Indiana
$1.08M -$24.4K -110 -3%
SRSA
1053
S.R. Schill & Associates
Washington
$1.08M
IFG
1054
Investors Financial Group
Minnesota
$1.08M +$322K +1,450 +52%
MCM
1055
Maryland Capital Management
Maryland
$1.08M -$43.1K -194 -4%
NFSG
1056
Newbridge Financial Services Group
Florida
$1.08M -$38.7K -174 -4%
MCM
1057
Mitchell Capital Management
Kansas
$1.08M +$940K +4,227 New
MWM
1058
Meridian Wealth Management
Kentucky
$1.07M +$89.1K +401 +11%
APW
1059
Aurora Private Wealth
New Jersey
$1.07M -$397K -1,787 -30%
CWM
1060
Connecticut Wealth Management
Connecticut
$1.07M -$111K -500 -11%
UFA
1061
US Financial Advisors
Massachusetts
$1.07M -$29.8K -134 -3%
GFPC
1062
Global Financial Private Client
Florida
$1.07M +$126K +569 +16%
WIA
1063
Westbourne Investment Advisors
Maryland
$1.07M -$224K -1,008 -19%
EA
1064
Eclectic Associates
California
$1.07M -$24.2K -109 -3%
LNWTC
1065
Laird Norton Wetherby Trust Company
Washington
$1.06M +$222 +1 +0%
CS
1066
Candriam SCA
Luxembourg
$1.06M
DSC
1067
Duncker Streett & Co
Missouri
$1.06M -$47.8K -215 -5%
B
1068
Bellecapital
Switzerland
$1.06M
T
1069
TRUADVICE
Florida
$1.06M -$92.5K -416 -8%
SWMP
1070
Signature Wealth Management Partners
New Jersey
$1.06M
AWM
1071
Avondale Wealth Management
Texas
$1.05M +$267K +1,200 +41%
Members Trust
1072
Members Trust
Florida
$1.05M -$4.67K -21 -0.5%
ACM
1073
AlphaStar Capital Management
North Carolina
$1.05M +$346K +1,558 +61%
CA
1074
Clearstead Advisors
Ohio
$1.05M +$17.8K +80 +2%
SAM
1075
Secure Asset Management
Michigan
$1.05M +$37.1K +167 +4%

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.