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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
VC
1601
Vicus Capital
Pennsylvania
$384K -$17.1K -77 -5%
MIA
1602
MainStreet Investment Advisors
Illinois
$384K
RTS
1603
Round Table Services
New Jersey
$384K +$20.4K +92 +6%
CCM
1604
Chilton Capital Management
Texas
$384K +$335K +1,506 New
BO
1605
BRR OpCo
Ohio
$383K -$12.4K -56 -4%
MPIA
1606
Mountain Pacific Investment Advisers
Idaho
$383K +$47.1K +212 +16%
Lazard Asset Management
1607
Lazard Asset Management
New York
$382K
ASA
1608
Armstrong Shaw Associates
Connecticut
$382K +$111K +500 +50%
NEWAS
1609
N.E.W. Advisory Services
Wisconsin
$380K +$119K +536 +56%
GIA
1610
GHP Investment Advisors
Colorado
$379K +$11.1K +50 +3%
LF
1611
Lee Financial
Texas
$379K +$22.2K +100 +7%
OBWG
1612
Onyx Bridge Wealth Group
New York
$379K +$331K +1,489 New
AIC
1613
Archer Investment Corporation
Indiana
$377K +$22K +99 +7%
FIM
1614
Fernwood Investment Management
Massachusetts
$376K -$11.1K -50 -3%
AWA
1615
Acorn Wealth Advisors
Michigan
$376K
TCMP
1616
Thrive Capital Management (Pennsylvania)
Pennsylvania
$376K +$110K +494 +50%
Artisan Partners
1617
Artisan Partners
Wisconsin
$373K -$135K -606 -29%
AWM
1618
Altus Wealth Management
Kentucky
$373K +$40K +180 +14%
LFG
1619
Larson Financial Group
Missouri
$370K -$40.7K -183 -11%
AA
1620
Alesco Advisors
New York
$370K
KTM
1621
Keeler Thomas Management
Utah
$369K -$831K -3,740 -72%
BFM
1622
Boothbay Fund Management
New York
$369K -$145K -651 -31%
AI
1623
Accredited Investors
Minnesota
$369K -$116K -524 -27%
FG
1624
Foster Group
Iowa
$369K -$11.1K -50 -3%
EIA
1625
Eldridge Investment Advisors
New Hampshire
$368K

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.