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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
BWM
1076
BigSur Wealth Management
Florida
$1.05M -$198K -889 -18%
KTC
1077
Kistler-Tiffany Companies
Pennsylvania
$1.04M +$154K +694 +20%
SG
1078
StoneX Group
New York
$1.04M -$482K -2,170 -35%
PFGIA
1079
Patriot Financial Group Insurance Agency
Massachusetts
$1.04M -$68.9K -310 -7%
LWM
1080
Loveless Wealth Management
Montana
$1.04M +$1.11K +5 +0.1%
EFSCE
1081
Enterprise Financial Services Corp (EFSC)
Missouri
$1.03M +$74K +333 +9%
CCC
1082
Chelsea Counsel Company
California
$1.03M
MFS
1083
Madrona Financial Services
Washington
$1.03M +$33.3K +150 +4%
MFG
1084
Monte Financial Group
Connecticut
$1.03M -$4.45K -20 -0.5%
DWT
1085
Dorsey & Whitney Trust
South Dakota
$1.03M -$35.3K -159 -4%
MIAS
1086
Mason Investment Advisory Services
Virginia
$1.03M +$254K +1,145 +40%
NL
1087
NVWM LLC
Pennsylvania
$1.02M +$112K +504 +14%
SACTSONJ
1088
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.02M
SWA
1089
SOA Wealth Advisors
New York
$1.02M +$1.56K +7 +0.2%
PIA
1090
Perennial Investment Advisors
California
$1.02M +$82.2K +370 +10%
TC
1091
TAP Consulting
Missouri
$1.01M -$3.11K -14 -0.4%
BOTW
1092
Bank of the West
California
$1.01M +$633K +2,847 +252%
PMFA
1093
Plante Moran Financial Advisors
Michigan
$1.01M +$183K +825 +26%
BAIA
1094
Bel Air Investment Advisors
California
$1.01M +$880K +3,957 New
CT
1095
Chicago Trust
Illinois
$1M +$16K +72 +2%
XF
1096
XML Financial
Maryland
$1M +$49.1K +221 +6%
RW
1097
RVW Wealth
California
$1M +$207K +932 New
HR
1098
Hayden Royal
North Carolina
$997K +$2.89K +13 +0.3%
PGWM
1099
Parisi Gray Wealth Management
New Jersey
$991K +$9.11K +41 +1%
BWM
1100
BerganKDV Wealth Management
Minnesota
$989K -$46.2K -208 -5%

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.