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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
LDFR
1351
Lehman & Derafelo Financial Resources
Pennsylvania
$602K -$222 -1 -0%
CP
1352
Coho Partners
Pennsylvania
$602K
CAG
1353
Csenge Advisory Group
Florida
$602K +$10.4K +47 +2%
PCA
1354
Pallas Capital Advisors
Massachusetts
$600K +$573K +2,578 New
FA
1355
Fountainhead AM
New Jersey
$594K -$10K -45 -2%
AUB
1356
Atlantic Union Bankshares
Virginia
$594K
JIC
1357
Joel Isaacson & Co
New York
$594K +$11.1K +50 +2%
TC
1358
Trust Company
Kansas
$594K +$11.1K +50 +2%
FPCP
1359
Fort Point Capital Partners
California
$592K +$60.5K +272 +13%
PO
1360
Private Ocean
California
$588K -$5.56K -25 -1%
IA
1361
Inspire Advisors
Idaho
$588K +$49.1K +221 +11%
HWA
1362
Hillcrest Wealth Advisors
New Jersey
$586K
PAS
1363
Park Avenue Securities
New York
$586K +$121K +545 +31%
HFS
1364
Howard Financial Services
Texas
$585K +$37.8K +170 +8%
FC
1365
Fusion Capital
South Carolina
$585K +$138K +623 +37%
PCM
1366
Prelude Capital Management
New York
$583K -$65.3K -294 -11%
PFBT
1367
Parkside Financial Bank & Trust
Missouri
$583K -$16.4K -74 -3%
QCIG
1368
Quad-Cities Investment Group
Iowa
$583K +$2.67K +12 +0.5%
FPS
1369
Fieldpoint Private Securities
Connecticut
$580K -$3.33K -15 -0.7%
GWM
1370
Gray Wealth Management
Maine
$580K +$84.5K +380 +20%
RA
1371
RFG Advisory
Alabama
$579K -$9.56K -43 -2%
BFWA
1372
Benchmark Financial Wealth Advisors
Florida
$577K -$93.4K -420 -16%
RMC
1373
Resources Management Corp
Connecticut
$577K -$12.2K -55 -2%
KW
1374
KWB Wealth
California
$575K -$49.3K -222 -9%
RCM
1375
RB Capital Management
Nevada
$575K +$30.2K +136 +6%

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.