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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
MIM
1151
Moseley Investment Management
Florida
$887K -$37.8K -170 -5%
AIM
1152
Acropolis Investment Management
Missouri
$887K -$6.67K -30 -0.9%
MWM
1153
Modera Wealth Management
New Jersey
$886K -$122K -549 -14%
MIC
1154
Means Investment Company
Maine
$884K +$208K +938 +37%
SIM
1155
Sentry Investment Management
Wisconsin
$883K -$4.96M -22,306 -87%
IA
1156
IFG Advisory
Georgia
$883K -$964K -4,337 -56%
BFA
1157
Beaumont Financial Advisors
Massachusetts
$881K -$22.9K -103 -3%
PFWA
1158
Paces Ferry Wealth Advisors
Georgia
$881K -$13.8K -62 -2%
EIM
1159
Essex Investment Management
Massachusetts
$877K +$765K +3,442 New
TSWM
1160
Triangle Securities Wealth Management
North Carolina
$874K -$1.11K -5 -0.1%
SHA
1161
Seneca House Advisors
Virginia
$873K +$16.7K +75 +2%
QTM
1162
qPULA Trading Management
New York
$873K +$762K +3,429 New
MCM
1163
Mengis Capital Management
Oregon
$868K -$7.33K -33 -1%
CA
1164
Cornerstone Advisory
Maryland
$867K +$54.9K +247 +8%
IIM
1165
Intact Investment Management
Quebec, Canada
$866K -$133K -600 -15%
CM
1166
Castleark Management
Illinois
$866K
FNT
1167
First Nebraska Trust
Nebraska
$858K
SOAMC
1168
Spirit of America Management Corp
New York
$855K +$44.5K +200 +6%
FQ
1169
First Quadrant
California
$852K
WA
1170
Winfield Associates
Ohio
$852K +$400K +1,800 +117%
SMH
1171
Sanders Morris Harris
Texas
$851K +$111K +500 +17%
GAM
1172
Gould Asset Management
California
$849K -$14.4K -65 -2%
CG
1173
Clarus Group
Texas
$847K +$44.7K +201 +6%
DLA
1174
Douglas Lane & Associates
New York
$846K -$88.7K -399 -11%
HPC
1175
HM Payson & Co
Maine
$843K +$6.22K +28 +0.9%

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.