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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
SCM
1251
Schnieders Capital Management
California
$739K +$37.8K +170 +6%
SRC
1252
Shufro Rose & Co
New York
$737K +$72.2K +325 +13%
PIM
1253
Penobscot Investment Management
Massachusetts
$735K -$223K -1,005 -26%
WI
1254
Wintrust Investments
Illinois
$735K +$641K +2,886 New
FNBOO
1255
First National Bank of Omaha
Nebraska
$733K -$25.8K -116 -4%
BOS
1256
Bingham Osborn & Scarborough
California
$731K -$2.89K -13 -0.5%
CAAS
1257
Capital Asset Advisory Services
Michigan
$731K +$638K +2,869 New
CWS
1258
Cypress Wealth Services
California
$729K -$23.8K -107 -4%
GC
1259
GFG Capital
Florida
$726K +$261K +1,174 +70%
OC
1260
Oakworth Capital
Alabama
$725K +$133K +600 +27%
MIM
1261
Marco Investment Management
Georgia
$723K
MFW
1262
Mosaic Family Wealth
Missouri
$722K +$71.1K +320 +13%
WC
1263
Woodstock Corp
Massachusetts
$720K
CCA
1264
Cadent Capital Advisors
Oklahoma
$718K -$77.8K -350 -11%
SIMM
1265
Stillwater Investment Management (Minnesota)
Minnesota
$715K -$31.1K -140 -5%
SWA
1266
Sax Wealth Advisors
New Jersey
$712K +$6.45K +29 +1%
FNBOSM
1267
First National Bank of South Miami
Florida
$711K +$387K +1,740 +166%
SCI
1268
Stableford Capital II
Arizona
$710K -$63.8K -287 -9%
EDRH
1269
Edmond de Rothschild Holding
Switzerland
$709K
MFW
1270
Meristem Family Wealth
Minnesota
$708K
VC
1271
Vestor Capital
Illinois
$706K
WP
1272
WealthShield Partners
North Carolina
$705K -$432K -1,943 -41%
KPCM
1273
Kings Point Capital Management
New York
$704K +$102K +460 +20%
AC
1274
Abbrea Capital
California
$702K +$35.3K +159 +6%
BI
1275
Ballast Inc
Kentucky
$701K +$51.6K +232 +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.