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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
HIP
1526
HUB Investment Partners
Texas
$433K -$168K -758 -31%
AL
1527
Aspiriant LLC
California
$433K
PCTC
1528
Perkins Coie Trust Company
Washington
$433K
CHP
1529
Cable Hill Partners
Oregon
$431K
EHWM
1530
Eads & Heald Wealth Management
Georgia
$430K -$171K -771 -31%
MP
1531
McDonald Partners
Ohio
$429K -$11.3K -51 -3%
RWP
1532
RWA Wealth Partners
Massachusetts
$429K +$33.3K +150 +10%
CP
1533
Corbenic Partners
Pennsylvania
$426K +$22.2K +100 +6%
SEIA
1534
Signature Estate & Investment Advisors
California
$426K +$67.3K +303 +22%
TI
1535
Trexquant Investment
Connecticut
$425K -$4.08M -18,354 -92%
TA
1536
Trellis Advisors
Washington
$425K +$7.33K +33 +2%
KOC
1537
Koss-Olinger Consulting
Florida
$425K +$371K +1,668 New
BWM
1538
Benchmark Wealth Management
Connecticut
$424K
WDG
1539
Wealth Dimensions Group
Ohio
$424K +$37.8K +170 +11%
JWA
1540
JFS Wealth Advisors
Pennsylvania
$422K -$22.2K -100 -6%
GAG
1541
GM Advisory Group
New York
$420K -$75.3K -339 -17%
SVCP
1542
Silicon Valley Capital Partners
California
$420K -$16.7K -75 -4%
AT
1543
Arden Trust
Delaware
$420K -$2K -9 -0.5%
MNG
1544
Manning & Napier Group
New York
$420K
PA
1545
PSI Advisors
Florida
$419K -$246K -1,107 -40%
PFM
1546
Parsec Financial Management
North Carolina
$419K +$7.11K +32 +2%
CAGAS
1547
Capital Advisory Group Advisory Services
Minnesota
$418K -$223K -1,002 -38%
GIA
1548
Granite Investment Advisors
New Hampshire
$418K -$1.11K -5 -0.3%
SDH
1549
Sloy Dahl & Holst
Washington
$415K +$89.1K +401 +33%
BCI
1550
Brinker Capital Investments
Pennsylvania
$414K -$470K -2,115 -57%

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.