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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
AP
1401
Adero Partners
California
$554K +$483K +2,175 New
ME
1402
McIlrath & Eck
Washington
$549K -$166K -748 -26%
SA
1403
Strategic Advisors
New York
$549K -$1.78K -8 -0.4%
CFD
1404
Creative Financial Designs
Indiana
$546K +$38.9K +175 +9%
HCM
1405
Hilton Capital Management
New York
$545K
NWS
1406
Newport Wealth Strategies
California
$545K +$40K +180 +9%
JG
1407
Jefferies Group
New York
$543K +$110K +495 +30%
BCA
1408
Bay Colony Advisors
Massachusetts
$542K -$26.7K -120 -5%
PD
1409
Planning Directions
Pennsylvania
$541K -$26.2K -118 -5%
LC
1410
Lindbrook Capital
California
$541K +$9.78K +44 +2%
RIM
1411
Rockbridge Investment Management
New York
$540K -$18.7K -84 -4%
CCM
1412
Crossvault Capital Management
Texas
$538K
BFS
1413
Bard Financial Services
Connecticut
$537K -$77.8K -350 -14%
HWA
1414
HCR Wealth Advisors
California
$535K -$62K -279 -12%
ET
1415
Equitable Trust
Tennessee
$535K +$18K +81 +4%
DFA
1416
Delta Financial Advisors
Louisiana
$534K +$17.8K +80 +4%
MA
1417
MCF Advisors
Kentucky
$533K -$66.7K -300 -13%
CMANY
1418
Capital Management Associates (New York)
New York
$530K +$463K +2,081 New
LIM
1419
Leavell Investment Management
Alabama
$528K +$27.3K +123 +6%
DPI
1420
Diversified Portfolios Inc
Michigan
$526K -$18.9K -85 -4%
AF
1421
Affiance Financial
Minnesota
$525K -$1.11K -5 -0.2%
HAS
1422
HBW Advisory Services
California
$525K +$87.8K +395 +24%
JSL
1423
JT Stratford LLC
Georgia
$525K +$174K +785 +62%
P
1424
Pitcairn
Pennsylvania
$522K -$64.5K -290 -12%
FNBOH
1425
First National Bank of Hutchinson
Kansas
$522K +$455K +2,049 New

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.