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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
CSPAM
1276
Cary Street Partners Asset Management
Virginia
$701K +$264K +1,187 +76%
JFGIW
1277
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$700K +$63.1K +284 +12%
22CM
1278
20/20 Capital Management
California
$700K +$128K +575 +26%
AB
1279
Atlas Brown
Kentucky
$698K +$109K +490 +22%
AIA
1280
Allied Investment Advisors
Montana
$696K +$11.6K +52 +2%
RCA
1281
Resonant Capital Advisors
Wisconsin
$695K -$3.11K -14 -0.5%
CFMC
1282
Curbstone Financial Management Corp
New Hampshire
$691K
BHWM
1283
Bar Harbor Wealth Management
New Hampshire
$691K +$9.56K +43 +2%
IA
1284
Insight Advisors
Pennsylvania
$690K +$221K +995 +51%
CIC
1285
Cornercap Investment Counsel
Georgia
$690K +$602K +2,709 New
FMLI
1286
Fukoku Mutual Life Insurance
Japan
$688K -$22.2K -100 -4%
NB
1287
Northwest Bancshares
Pennsylvania
$687K -$4.67K -21 -0.8%
DWM
1288
Doyle Wealth Management
Florida
$686K -$11.3K -51 -2%
SYBT
1289
Stock Yards Bank & Trust
Kentucky
$686K +$134K +604 +29%
JMFC
1290
J.M. Forbes & Co
Massachusetts
$684K -$2.22K -10 -0.4%
IIC
1291
Ironwood Investment Counsel
Arizona
$684K +$44.7K +201 +8%
MCCP
1292
Mission Creek Capital Partners
California
$682K +$10.4K +47 +2%
S
1293
Seeyond
France
$681K -$119K -534 -17%
WP
1294
WMS Partners
Maryland
$681K
FCCM
1295
First City Capital Management
Georgia
$680K -$194K -875 -22%
NSB
1296
Norway Savings Bank
Maine
$680K
ISWM
1297
Independent Solutions Wealth Management
New York
$679K -$3.33K -15 -0.6%
GWS
1298
Glassman Wealth Services
Virginia
$678K +$28.2K +127 +5%
BCM
1299
Boltwood Capital Management
California
$678K +$53.3K +240 +10%
SWM
1300
Stockman Wealth Management
Montana
$676K -$2K -9 -0.3%

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.