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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
BFG
1651
Bouchey Financial Group
New York
$354K -$45.3K -204 -13%
WWM
1652
WJ Wealth Management
Arizona
$354K -$445 -2 -0.1%
CCMW
1653
Cypress Capital Management (Wyoming)
Wyoming
$354K
PFM
1654
Peak Financial Management
Massachusetts
$354K
CS
1655
Capital Square
Tennessee
$354K +$4.22K +19 +1%
PAM
1656
Private Asset Management
California
$354K +$44.5K +200 +17%
ESBC
1657
E.S. Barr & Co
Kentucky
$353K
MWM
1658
MorganRosel Wealth Management
Colorado
$350K +$305K +1,374 New
MPW
1659
MA Private Wealth
California
$350K +$306K +1,375 New
WMP
1660
Wealth Management Partners
Arizona
$349K
SDAM
1661
Shulman DeMeo Asset Management
New York
$347K -$20.2K -91 -6%
PWM
1662
PBMares Wealth Management
Virginia
$346K
C
1663
Certuity
Florida
$345K +$36.7K +165 +14%
OWP
1664
Obermeyer Wealth Partners
Colorado
$344K -$215K -967 -42%
UTC
1665
Unified Trust Company
Kentucky
$344K
B
1666
Bridgeworth
Alabama
$343K +$7.78K +35 +3%
SW
1667
SkyOak Wealth
Michigan
$342K -$2.22K -10 -0.7%
BSA
1668
Bull Street Advisors
Georgia
$342K
CA
1669
Capital Advantage
California
$342K
MM
1670
Meridian Management
Arkansas
$342K
WIM
1671
Westside Investment Management
California
$342K +$67.6K +304 +5%
OWIM
1672
Old West Investment Management
California
$341K +$11.1K +50 +4%
BMC
1673
Benin Management Corp
Connecticut
$341K +$44.5K +200 +18%
TWM
1674
TMD Wealth Management
Arizona
$340K -$66.7K -300 -18%
I2I
1675
Insight 2811 Inc
Illinois
$340K

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.