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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
OFG
1551
Oxford Financial Group
Indiana
$414K -$19.8K -89 -5%
FHC
1552
First Horizon Corporation
Tennessee
$414K -$4.67K -21 -1%
LF
1553
Lantz Financial
Illinois
$414K -$1.78K -8 -0.5%
BWFA
1554
Baltimore-Washington Financial Advisors
Maryland
$414K
LJAC
1555
L.J. Altfest & Co
New York
$414K +$1.56K +7 +0.4%
PMG
1556
ProVise Management Group
Florida
$413K
GLLW
1557
Graves Light Lenhart Wealth
Virginia
$412K
RTC
1558
Riverview Trust Company
Washington
$411K
BMO
1559
Beck Mack & Oliver
New York
$410K -$176K -794 -33%
PA
1560
Procyon Advisors
Connecticut
$409K -$128K -576 -26%
HAC
1561
Harbor Advisory Corp
New Hampshire
$409K -$35.8K -161 -9%
JCM
1562
Jag Capital Management
Missouri
$409K -$22K -99 -6%
MA
1563
Modus Advisors
Minnesota
$409K +$2K +9 +0.6%
SBL
1564
Sargent Bickham Lagudis
Colorado
$409K +$74K +333 +26%
EE
1565
EWG Elevate
California
$406K -$88.7K -399 -20%
OLA
1566
Oliver Luxxe Assets
New Jersey
$404K
LIA
1567
LBMC Investment Advisors
Tennessee
$403K +$33.8K +152 +11%
HFG
1568
Heron Financial Group
New York
$402K
ACA
1569
Aptus Capital Advisors
Alabama
$401K -$2K -9 -0.6%
STB
1570
S&T Bank
Pennsylvania
$401K
CFFP
1571
Center for Financial Planning
Michigan
$399K -$13.3K -60 -4%
SC
1572
Schulhoff & Co
Ohio
$399K
QT
1573
Quantamental Technologies
New York
$399K +$348K +1,565 New
PP
1574
Paloma Partners
Connecticut
$398K -$124K -556 -26%
UF
1575
Univest Financial
Pennsylvania
$398K

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.