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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
LTI
1576
Laffer Tengler Investments
Tennessee
$397K -$11.1K -50 -3%
CCB
1577
Cutter & Co Brokerage
Missouri
$397K -$63.1K -284 -15%
EWA
1578
Evolution Wealth Advisors
Florida
$397K
WA
1579
WESPAC Advisors
California
$397K +$88.9K +400 +34%
WW
1580
Waterfront Wealth
Kansas
$396K
CIP
1581
Convergence Investment Partners
Florida
$396K +$1.33K +6 +0.4%
SIM
1582
Sadoff Investment Management
Wisconsin
$395K
AIA
1583
Alera Investment Advisors
Illinois
$393K
WAM
1584
Wolverine Asset Management
Illinois
$393K +$303K +1,365 +767%
SFS
1585
Summit Financial Strategies
Ohio
$392K
ACG
1586
Allen Capital Group
Nebraska
$392K +$20K +90 +6%
KWMG
1587
King Wealth Management Group
Florida
$391K
CL
1588
COWA LLC
Oklahoma
$391K +$307K +1,383 +904%
RIG
1589
Roosevelt Investment Group
New York
$390K -$6K -27 -2%
RBFC
1590
Roman Butler Fullerton & Co
Missouri
$390K -$3.78K -17 -1%
WIA
1591
World Investment Advisors
California
$390K +$101K +453 +35%
WMA
1592
Wealth Management Associates
New Jersey
$389K -$27.8K -125 -8%
CG
1593
Cutler Group
California
$388K -$2.8M -12,578 -89%
AC
1594
Addison Capital
Pennsylvania
$388K -$6.22K -28 -2%
OPCM
1595
Osborne Partners Capital Management
California
$388K +$55.6K +250 +20%
PBO
1596
Peoples Bank (Ohio)
Ohio
$388K +$339K +1,524 New
1W
1597
1776 Wealth
Georgia
$387K -$9.11K -41 -3%
CBT
1598
CoreFirst Bank & Trust
Kansas
$387K +$7.56K +34 +2%
PP
1599
PDS Planning
Ohio
$387K +$13.1K +59 +4%
SIC
1600
Salem Investment Counselors
North Carolina
$386K -$556K -2,502 -62%

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.