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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
IWAG
1701
Integer Wealth Advisors Group
Georgia
$328K +$11.3K +51 +4%
DC
1702
DeDora Capital
California
$327K -$910K -4,095 -76%
PA
1703
Perennial Advisors
New York
$327K +$889 +4 +0.3%
NAMP
1704
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$327K +$66.7K +300 +31%
GWMIA
1705
Global Wealth Management Investment Advisory
Florida
$327K +$114K +511 +66%
QI
1706
Qtron Investments
Massachusetts
$326K -$108K -484 -27%
FMBTD
1707
First Midwest Bank Trust Division
Illinois
$326K -$16.4K -74 -5%
AL
1708
ADE LLC
Maryland
$325K
MCC
1709
Money Concepts Capital
Florida
$325K +$2.67K +12 +1%
RPWA
1710
Regent Peak Wealth Advisors
Georgia
$325K +$18.2K +82 +7%
NA
1711
Nottingham Advisors
New York
$325K +$25.6K +115 +10%
PWP
1712
Personal Wealth Partners
Minnesota
$324K
MPPLM
1713
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$324K +$484K +2,176 New
WA
1714
Wealth Alliance
New York
$323K +$23.3K +105 +9%
ICG
1715
InterOcean Capital Group
Tennessee
$321K
AWM
1716
Arbor Wealth Management
Florida
$321K +$8.67K +39 +3%
AWG
1717
Altus Wealth Group
Colorado
$321K +$19.6K +88 +7%
RWI
1718
Red Wave Investments
Pennsylvania
$321K +$280K +1,260 New
OAM
1719
Occidental Asset Management
California
$320K +$1.11K +5 +0.4%
AFM
1720
Andesa Financial Management
Pennsylvania
$317K +$10.9K +49 +4%
FMWA
1721
Forvis Mazars Wealth Advisors
Missouri
$316K -$307K -1,382 -53%
MWP
1722
Meridian Wealth Partners
Pennsylvania
$316K +$2.22K +10 +0.8%
AWP
1723
Abacus Wealth Partners
California
$315K +$275K +1,238 New
OA
1724
Oxbow Advisors
Texas
$313K -$163K -734 -37%
TCM
1725
Towercrest Capital Management
Pennsylvania
$313K

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.