We are live on ! Find out more

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
NCM
1626
Novare Capital Management
North Carolina
$368K +$3.56K +16 +1%
ML
1627
McAdam LLC
Pennsylvania
$368K +$39.8K +179 +14%
MS
1628
Madden Securities
Texas
$366K +$319K +1,437 New
HWA
1629
Heritage Wealth Advisors
Virginia
$365K +$42.7K +192 +15%
DZ Bank
1630
DZ Bank
Germany
$365K +$77.6K +349 +32%
BLAM
1631
Bourne Lent Asset Management
New York
$364K
COCM
1632
Charter Oak Capital Management
New Hampshire
$363K -$8.89K -40 -3%
FEM
1633
Fulcrum Equity Management
Texas
$363K
EWM
1634
Evermay Wealth Management
Virginia
$363K +$37.3K +168 +13%
GHAM
1635
Gilman Hill Asset Management
Connecticut
$363K +$43.3K +195 +16%
JWCA
1636
J.W. Coons Advisors
Ohio
$362K -$22.2K -100 -7%
PCMC
1637
Paragon Capital Management (Colorado)
Colorado
$362K
LWMG
1638
Levy Wealth Management Group
Pennsylvania
$362K +$316K +1,423 New
CWM
1639
Chesapeake Wealth Management
Virginia
$360K -$23.3K -105 -7%
KP
1640
Keel Point
Alabama
$360K +$19.6K +88 +7%
HCM
1641
Hollencrest Capital Management
California
$359K -$131K -589 -29%
FFS
1642
Founders Financial Securities
Maryland
$359K +$48.7K +219 +18%
BIM
1643
Baldwin Investment Management
Pennsylvania
$359K +$93.1K +419 +42%
ACM
1644
Aljian Capital Management
Nevada
$359K +$313K +1,410 New
LRIA
1645
Leonard Rickey Investment Advisors
Washington
$358K +$15.8K +71 +5%
PP
1646
Patron Partners
Texas
$358K +$96.9K +436 +45%
Coatue Management
1647
Coatue Management
New York
$357K -$46.2M -207,959 -99%
CA
1648
Crewe Advisors
Utah
$357K +$6.89K +31 +2%
IFO
1649
Independent Family Office
New York
$357K +$12.2K +55 +4%
CBT
1650
Capital Bank & Trust
California
$356K +$101K +453 +48%

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.