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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
AC
1226
Avestar Capital
New York
$771K +$386K +1,736 +113%
MWA
1227
Moser Wealth Advisors
Washington
$770K +$145K +654 +28%
NIM
1228
Northeast Investment Management
Massachusetts
$769K +$138K +623 +26%
SGI
1229
Summit Global Investments
Utah
$767K +$17.6K +79 +3%
CAMG
1230
CWA Asset Management Group
Florida
$765K -$32.5K -146 -5%
BPC
1231
Banque Pictet & Cie
Switzerland
$764K -$622K -2,800 -48%
BAS
1232
Brown Advisory Securities
Maryland
$763K +$18.7K +84 +3%
QCG
1233
Quadrant Capital Group
Ohio
$763K +$82.7K +372 +14%
CL
1234
Choreo LLC
Illinois
$762K -$456K -2,051 -41%
SIC
1235
Samalin Investment Counsel
New York
$756K -$97.8K -440 -13%
AFA
1236
American Financial Advisors
Georgia
$756K -$22.2K -100 -3%
CBN
1237
Cadence Bank NA
Texas
$755K +$54.9K +247 +9%
FFG
1238
Ford Financial Group
California
$753K -$66.7K -300 -9%
KFA
1239
Kelleher Financial Advisors
New York
$753K +$18.2K +82 +3%
FA
1240
Faithward Advisors
Pennsylvania
$753K +$657K +2,958 New
GIP
1241
Greatmark Investment Partners
Georgia
$752K
RMDI
1242
R.M. Davis Inc
Maine
$748K -$708K -3,185 -52%
IP
1243
Intellectus Partners
California
$747K +$178K +800 +38%
GSBTD
1244
Glenview State Bank Trust Department
Illinois
$746K +$33.3K +150 +5%
TH
1245
TCTC Holdings
Texas
$745K -$111K -500 -15%
CA
1246
Cambridge Advisors
Nebraska
$745K -$5.56K -25 -0.8%
GIM
1247
Goelzer Investment Management
Indiana
$745K
TWA
1248
TCI Wealth Advisors
Arizona
$741K +$38.2K +172 +6%
SSG
1249
Summit Securities Group
New York
$739K -$2.09M -9,400 -76%
VA
1250
Valmark Advisers
Ohio
$739K -$4.67K -21 -0.7%

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.