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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
CWA
1301
Capital Wealth Alliance
Arizona
$675K -$17.1K -77 -3%
NFP
1302
Novak Financial Planning
Maryland
$674K -$22K -99 -4%
BWM
1303
Buckley Wealth Management
Nevada
$674K
WP
1304
Waycross Partners
Kentucky
$674K +$311K +1,400 +112%
TFF
1305
The Family Firm
Maryland
$673K
CS
1306
Comerica Securities
Michigan
$673K +$232K +1,043 +65%
MWM
1307
Merriman Wealth Management
Washington
$672K -$2.41M -10,860 -80%
WG
1308
Welch Group
Alabama
$672K +$183K +822 +45%
DHFB
1309
Dixon Hubard Feinour & Brown
Virginia
$668K +$356K +1,602 +102%
CWA
1310
Clarus Wealth Advisors
Arizona
$666K +$98K +441 +20%
AF
1311
Apexium Financial
Texas
$664K
SWMG
1312
Sanchez Wealth Management Group
Florida
$664K
TC
1313
Telemus Capital
Michigan
$663K +$37.6K +169 +7%
DOA
1314
D'Orazio & Associates
Virginia
$662K +$48.7K +219 +9%
GA
1315
GoalVest Advisory
New York
$661K +$18.9K +85 +3%
MWM
1316
Minot Wealth Management
Massachusetts
$660K +$244K +1,100 +74%
VIM
1317
Vista Investment Management
Pennsylvania
$659K
DBT
1318
Dubuque Bank & Trust
Iowa
$655K -$9.78K -44 -2%
LC
1319
LCNB Corp
Ohio
$652K +$44.5K +200 +8%
BHB
1320
Bank Hapoalim BM
Israel
$651K +$568K +2,554 New
PPSG
1321
Princeton Portfolio Strategies Group
New Jersey
$650K -$72.2K -325 -11%
AFG
1322
Allegheny Financial Group
Pennsylvania
$649K
MC
1323
Miramar Capital
Illinois
$646K -$132K -593 -19%
GAM
1324
Geier Asset Management
Maryland
$645K +$609K +2,741 New
MCA
1325
Magnolia Capital Advisors
Mississippi
$641K -$24.9K -112 -4%

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.