We are live on ! Find out more

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
CCM
1101
Cribstone Capital Management
Maine
$988K -$42.9K -193 -5%
PFA
1102
Pure Financial Advisors
California
$988K -$2.67K -12 -0.3%
BRA
1103
Bender Robert & Associates
California
$987K +$33.3K +150 +4%
BTW
1104
Boston Trust Walden
Massachusetts
$985K -$16.7K -75 -2%
SG
1105
Stonnington Group
California
$984K +$990K +4,456 New
SCM
1106
Southport Capital Management
Tennessee
$982K +$257K +1,156 +43%
FAG
1107
Financial Advisory Group
Texas
$980K -$44.5K -200 -5%
FFC
1108
First Financial Corp
Indiana
$979K +$45.1K +203 +6%
SXL
1109
Summit X LLC
Missouri
$978K +$261K +1,174 +44%
TCOO
1110
Trust Company of Oklahoma
Oklahoma
$976K -$52.2K -235 -6%
PTC
1111
Philadelphia Trust Company
Pennsylvania
$976K -$33.3K -150 -4%
ISL
1112
Ingalls & Snyder LLC
New York
$974K +$27.8K +125 +3%
CHAM
1113
Clear Harbor Asset Management
Connecticut
$970K +$2.22K +10 +0.3%
MW
1114
MBL Wealth
North Carolina
$961K +$99.1K +446 +13%
WC
1115
Weil Company
California
$960K +$222 +1 +0%
SP
1116
Symmetry Partners
Connecticut
$958K +$48.5K +218 +6%
OPS
1117
Orion Portfolio Solutions
Nebraska
$957K +$31.1K +140 +4%
DBIA
1118
Dumont & Blake Investment Advisors
New Jersey
$956K -$22.2K -100 -3%
BCM
1119
Brasada Capital Management
Texas
$955K +$834K +3,750 New
CFS
1120
CRA Financial Services
New Jersey
$954K +$82.9K +373 +11%
BFS
1121
Bradley Foster & Sargent
Connecticut
$952K -$88.9K -400 -10%
FSC
1122
Full Sail Capital
Oklahoma
$949K
WA
1123
WealthTrust Axiom
Pennsylvania
$944K -$108K -487 -12%
KMWM
1124
Keudell/Morrison Wealth Management
Oregon
$938K -$1.56K -7 -0.2%
MPI
1125
Mairs & Power Inc
Minnesota
$938K +$4.45K +20 +0.5%

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.