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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
RG
1451
Rikoon Group
New Mexico
$498K -$9.11K -41 -2%
SSWM
1452
Smith Salley Wealth Management
North Carolina
$498K +$36K +162 +9%
BAM
1453
Bellevue Asset Management
Washington
$496K -$163K -735 -27%
MFG
1454
Menard Financial Group
Texas
$496K -$28.9K -130 -6%
LNB
1455
Ledyard National Bank
$496K
JAWM
1456
J. Arnold Wealth Management
Ohio
$496K +$433K +1,950 New
ACS
1457
Archford Capital Strategies
Illinois
$492K -$1.41M -6,353 -76%
AMCA
1458
Arthur M. Cohen & Associates
Illinois
$492K +$54.5K +245 +15%
FP
1459
Financial Perspectives
Minnesota
$492K +$27.8M +124,950 +25,396%
IIC
1460
Integrated Investment Consultants
Michigan
$491K +$222 +1 +0.1%
GD
1461
Grandfield & Dodd
New York
$490K
ISB
1462
Iowa State Bank
Iowa
$490K
GG
1463
Golden Green
South Carolina
$490K +$428K +1,924 New
BCCM
1464
Bridge Creek Capital Management
Massachusetts
$489K +$5.56K +25 +1%
ACA
1465
Affinity Capital Advisors
California
$487K -$22.2K -100 -5%
MWM
1466
Mascoma Wealth Management
New Hampshire
$487K -$6.67K -30 -2%
TWP
1467
Tempus Wealth Planning
California
$487K
AF
1468
Aldebaran Financial
$487K +$11.1K +50 +3%
TCM
1469
Tufton Capital Management
Maryland
$485K +$147K +661 +53%
PWMAG
1470
Pinnacle Wealth Management Advisory Group
New Jersey
$484K -$34.5K -155 -8%
BA
1471
Birinyi Associates
Connecticut
$484K
CA
1472
Crumly & Associates
Illinois
$482K -$179K -806 -30%
FMW
1473
Farr Miller & Washington
District of Columbia
$482K -$6.67K -30 -2%
MMG
1474
Monetary Management Group
Missouri
$478K
PFA
1475
Pathway Financial Advisors
Vermont
$478K

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.