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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
ST
1676
Spinnaker Trust
Maine
$340K
5L
1677
55I LLC
Massachusetts
$340K +$11.1K +50 +4%
BEAM
1678
Baker Ellis Asset Management
Washington
$340K +$11.1K +50 +4%
XT
1679
XTX Topco
Cayman Islands
$340K +$297K +1,336 New
SWMG
1680
Strategic Wealth Management Group
Maryland
$339K +$3.56K +16 +1%
BIA
1681
Barry Investment Advisors
Massachusetts
$339K +$28K +126 +10%
AP
1682
Arlington Partners
Alabama
$339K +$233K +1,050 +376%
CIS
1683
Capital International Sarl
California
$338K -$134K -605 -31%
MAA
1684
Matrix Asset Advisors
New York
$338K
CAM
1685
Cozad Asset Management
Illinois
$338K +$2.22K +10 +0.8%
DA
1686
DSC Advisors
Illinois
$338K +$295K +1,326 New
PCAP
1687
Pratt Collard Advisory Partners
New York
$337K +$77.8K +350 +36%
GWM
1688
Gitterman Wealth Management
New Jersey
$337K +$294K +1,324 New
HIM
1689
Harbour Investment Management
Washington
$336K -$111K -500 -27%
PWC
1690
PYA Waltman Capital
Tennessee
$336K +$74.7K +336 +34%
KWM
1691
Keebeck Wealth Management
Illinois
$335K +$293K +1,316 New
DWM
1692
Darwin Wealth Management
Florida
$334K -$10.2K -46 -3%
NFG
1693
Nadler Financial Group
Illinois
$333K -$18.9K -85 -6%
PWA
1694
Physician Wealth Advisors
Utah
$333K
WP
1695
Wedgewood Partners
Missouri
$331K -$83.3K -375 -22%
BRM
1696
Boston Research & Management
Massachusetts
$331K
MCWS
1697
McKinley Carter Wealth Services
West Virginia
$331K +$22.2K +100 +8%
YWP
1698
YorkBridge Wealth Partners
New York
$330K +$23.6K +106 +9%
AWA
1699
Alaska Wealth Advisors
Alaska
$329K
CAS
1700
Cascadia Advisory Services
Oregon
$329K +$287K +1,293 New

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.