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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
HCA
1176
Harbour Capital Advisors
Virginia
$842K +$735K +3,307 New
CNAM
1177
Campbell Newman Asset Management
Wisconsin
$840K -$108K -487 -13%
NFG
1178
Nations Financial Group
Iowa
$840K +$128K +574 +21%
ODCM
1179
Old Dominion Capital Management
Virginia
$838K -$59.1K -266 -7%
PIP
1180
Peachtree Investment Partners
Florida
$837K +$331K +1,491 +83%
AII
1181
AGF Investments Inc
Ontario, Canada
$836K -$727K -3,270 -50%
PAG
1182
Pinnacle Advisory Group
Maryland
$836K +$308K +1,384 +73%
HFA
1183
High Falls Advisors
New York
$833K
PWM
1184
Perigon Wealth Management
California
$832K -$145K -653 -17%
BMCM
1185
Black Maple Capital Management
Wisconsin
$828K
WCA
1186
Westover Capital Advisors
Delaware
$825K -$8.89K -40 -1%
SWM
1187
Soundmark Wealth Management
Washington
$824K +$132K +592 +22%
SAM
1188
SignalPoint Asset Management
Missouri
$822K +$31.1K +140 +5%
WCM
1189
Washburn Capital Management
Florida
$819K +$715K +3,215 New
CCT
1190
Country Club Trust
Missouri
$818K -$2.22K -10 -0.3%
TWM
1191
Titus Wealth Management
California
$817K +$186K +835 +35%
BP
1192
Ballentine Partners
Massachusetts
$816K +$7.11K +32 +1%
GKWIM
1193
Gerber Kawasaki Wealth & Investment Management
California
$816K +$432K +1,945 +154%
FFA
1194
Founders Financial Alliance
North Carolina
$814K -$8.45K -38 -1%
MAG
1195
MRA Advisory Group
New Jersey
$812K +$1.33K +6 +0.2%
WFO
1196
Wealthgate Family Office
Colorado
$809K
GFG
1197
Greystone Financial Group
Michigan
$808K -$22.4K -101 -3%
VHAM
1198
Van Hulzen Asset Management
California
$807K -$326K -1,466 -32%
ATC
1199
Adirondack Trust Company
New York
$804K -$22K -99 -3%
DAM
1200
Deltec Asset Management
New York
$802K

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.